Guide to Completing: CG003 - Client/Scheme Brief

General Details

The general details at the beginning of each form are used to identify the works associated with the form being completed.
Anything relating to an entity within Ctrl-Hub itself in the form's completion will then associate the form submission to said entity's submission area.

*Note* Any label in bold with a red asterisk is mandatory for completion.

The Scheme and other options can be accessed via drop-down menus that will allow choices based on information already in the system. This particular form has a checkbox for any changes agreed in relation to the form in question. Clicking to confirm is sufficient for selecting the option, however additional information will have to be attached later in the form.

Navigation

Each form is separated into sections for ease of access to users. If, for example, you are only required to access a small part of a form for authorisation, or any other reason you can use the section navigation menu on the left-hand side of the form.

*Note* The example above doesn't showcase navigation so well, as all of the sections are within view. However, in longer forms with long sections, this menu will save a lot of time!

Form Answers

The majority of responses in CG003 Client/Scheme Brief are text-based, meaning typing the answer in the text box provided is appropriate. For entries that specify a Name (of employee), we have a drop-down selection from active employees to allow for this information to easily be accessible across the related entities within Ctrl-Hub.

Within the majority of forms dates are needed to ascertain when the form is completed or when the action discussed was performed. Usually this would appear as a date box, with drop-down options for MM/DD/YYYY.

The other inputs also include check boxes, and in the specific instance below clicking the check box for all that apply is the correct procedure.

A Signature box is for a manual signature to be entered to confirm acknowledgement of a document or entry. When accessing by a mobile device, the touchscreen function will allow a manual signature, otherwise the use of a mouse is also valid.

Attachments

In any images/files box you can either follow the instruction to drag and drop to upload files from local storage, or you can click to browse for files.

Clicking the Blue Plus icon will open an additional attachment box.