Projects

When completing forms and documents, you will be required to select projects to organize where the documentation is filed/sorted.

To view the list of projects:

1. Click Administration
2. Click Projects from the drop down menu

The same search bar, filter, mass import, export and new project button are all available on the Projects page. By clicking the funnel icon, you can filter your projects, by name, date, etc. Filtering is especially helpful if you have made certain projects archived.

You will see two default projects - Schedules and 1Life Software Training. Schedules is used as the default for assigning forms and documents and 1Life Software Training can be used for users learning how to use the software. You can contact 1Life Support to purge documents and forms attached to this project.

How to Create a New Project

To create a new project, click the plus icon at the top right side of the page.

From this page, you can enter the name of your project, description, address, start and end dates, and the status of the project. The only item mandatory is the name.

Once you have entered all required information, click Save to commit your changes.

You will now be able to add users to the project, view any forms assigned to the project, and any document sign offs.

How to Archive a Project

When a project is complete, archive the project by simply clicking on the name of the project and under the Status section, you can toggle the Archived button. 

Click Save to reflect your changes. This will remove this project from being selected in future forms and document sign offs.

Any documents that were signed and submitted under a project that has already been archived will be reflected on the assigned document details page.

How to Add Users to a Project

NOTE: This feature will not be available for clients using organizational groups.

To control how many forms and training records are being pushed down to each person’s device, you can add users to projects by simply clicking the Attach User button.

1. Click the edit icon beside the project to view more information about that project
2. Click Attach Users from the Attached users list
   • This will allow you to select the user you wish to attach from the list of users
3. Click Confirm to select the user.

How to Remove Users from a Project

To remove users from projects, simply click the trash can icon by the user's name. 

1. Click Administration
2. Click Projects from the drop down menu
3. Click the edit icon beside the project to view more information about that project
4. Click the trash can icon beside the user you wish to remove.