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- Form Builder Platform
- Who it's for
- Service organizations
Service organizations
A service organization can use a versioned form to collect observations and supporting material. Form Submissions hold the submitted lines, while Evidence Documents carry attachments and verification. The review page shows the lines that need decisions and the actions due after review. The team can then separate the person who supplied information from the person who approves the revision.
How Form Builder Platform is set up for you
Field checks
The Form Owner sets the required value and condition expression on the form definition before it is validated.
Supporting documents
The Evidence Verifier checks an attachment and records the verification value against the source form.
Follow-up
A named assignee handles an open action and records its resolution and completion date.
A service organization can use a versioned form to collect observations and supporting material. Form Submissions hold the submitted lines, while Evidence Documents carry attachments and verification. The review page shows the lines that need decisions and the actions due after review. The team can then separate the person who supplied information from the person who approves the revision.
Choose a service intake form that often arrives with one supporting document. Record the organization, form owner, field policy and schema version. Have a reviewer inspect one complete submission and another with unverified evidence. The evidence verifier checks the attachment; the reviewer records the decision against the source revision. Keep an action open for any returned case.
Reviewers need to see which form revision governed the answer. For a revised question, create a successor Draft and repeat the decision. This preserves the reason behind earlier accepted submissions and gives the operator a clear point at which to use the new version.
Features to start with
Roles on the team
- Form Owner
- Owns the definition, field policy and publication handoff for a form revision.
- Operator
- Works on submissions and records the result of a validated action.
- Independent Reviewer
- Decides whether a source revision and its submitted lines can proceed.
- Evidence Verifier
- Checks supporting documents and records who verified them.
- Follow-up Assignee
- Owns outstanding actions raised during review.
Set up Form Builder Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.