Staff Forms

The Forms module combines a powerful new form builder with a multi-stage approval system, allowing your team to submit requests (personal leave, PLD etc), manage the EOTC approval process (using Education Outdoors New Zealand (EONZ) approved forms and methods) and build custom workflows around any type of form or approval process.

Use the form builder to build a library of forms

  • Powerful form builder provides advanced field types like file uploads, signatures, repeating sections, and custom fields that bring your SMS data into your form submissions
  • Define your approval stages to match your team and your desired workflow

Submission Workflow

  • Staff choose from the selection of forms that you have made available to them
  • Once submitted your approval team are notified in the succession you have defined
  • The submitter and the approvers can work together as a team to work through the submission
  • Attach additional forms for the submitter if required during the approval process

Approval and Review

  • Once your team have worked though the details and the submission has been approved, you can assign a review stage with its own review form to be completed
  • All form data, team discussions and approval comments are archived within the system with multiple export options