My Forms

My Forms allows Users to complete Forms on the web version of TFO Software.  

Currently the My Forms supports Timesheets, Dockets & User Forms.  FleetSafety Forms are to follow in a future release.

Individual Users My Form page will display based on the access they have been granted in User Access Control.

All Forms types are totally customisable and can be created in FleetAdmin - Forms

Timesheets Dockets User Forms

 

Timesheets

  • Click on Timesheets Tile

 

  • All Pay Periods will be displayed
  • Only Current Periods can be edited
  • All Previous Pay Periods are view only

    Complete Timesheets

  • Click on the to open (Current Pay Period)
  • This will display the Timesheets to be completed for the Pay Period.  The Pay Period is set by your administrator
  • Click on Create 
  • Select the required Timesheet from the Dropdown list.  You may need to contact your administrator to get this allocated to you. 
  • Enter your Timesheet information
  • Timesheets can be saved as a Draft. This will allow you to save the Timesheet & retrieve information where you left off. When in Draft your Timesheet can not be seen by the Timesheet Administrator for approval
  • When you have entered all information, click on Submit
  • Where there is a this is a required filed.  You will not be able to submit your Timesheet until you have entered in all required information

Timesheet Home Screen

  • Going back to your Pay Period will show you clearly what Timesheets have been Submitted, in Draft or are yet to Complete
  • Clicking on the will display the Legend

 

Edit Timesheets

  • Timesheets can be edited at any time during the pay period, until they have been approved by your administrator
  • Click on ticked timesheet
  • Make changes
  • Click submit

Rejected Timesheet

Your Timesheet administrator may reject a timesheet. This will display as per legend above.

 

Dockets

 

  • Click on the Dockets tile

Complete a Docket

  • Click on the Create New Docket button
  • Choose the required Docket from the dropdown list- You may need to contact your administrator to get this allocated to you
  • Enter Docket information - This will differ depending on the Docket requirements
  • Save as Draft - Can be used at any stage of your Docket Entry.  This will allow you to save the Docket & retrieve information where you left off.   When saved in Draft form, your Docket will not be seen by the Docket Administrator.
  • Submit Docket - When you have entered all information, click on Submit
  • When there is a * this is a required field.  You will not be able to submit your Docket until you have entered in all required information

Docket Home Screen

  • Use the Filters to find the required Docket
  • Dockets can be edited at anytime until approved by Administrator
  • Once a Docket has been approved by Docket Admin you will no longer see it on your list

    User Forms

    User Forms can only be completed once.  If detail is required to be changed go into form & override 

  • Click on the User Forms Tile
  • This will display your User Forms.  You may need to contact your administrator to get this allocated to you. 
  • Click on the User Form you wish to complete
  • Enter detail
  • Save as Draft - Administrators will not see this form
  • Hit Submit for administrators to see completed form

    User Forms Home Screen

  • Use filters to find required User Forms

Edit User Forms

  • User Forms are designed to be a one time only form
  • To edit detail, go into existing User Form and change the detail

 

 
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