You can save important completed forms — such as induction records or Verification of Competency (VOC) forms — to your Sitemate Wallet for quick on-site access. Saved forms appear in the Wallet tab alongside your cards.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission/Subscription: Sitemate user
Skills Required: Sitemate App
Device Type: Tab/Mobile device
Step-by-Step Instructions
Auto-save (when the template setting is enabled)
If your Org Controller has enabled the Save forms to Sitemate Wallet setting on the template, your form is saved to your Wallet automatically when you submit it. No additional steps are required.
Manual save (for forms without the template setting)
If the template setting is not enabled, you can save a submitted form to your Wallet manually:
Open the Sitemate Mobile app.
Go to the Activity tab.
Open the view-only form you want to save.
Tap the ellipsis (⋯) in the top right corner.
Tap Save to Wallet/Purse. The form is saved to Saved Forms under your Wallet.
Notes
You can search for forms and cards directly within your Wallet in the each tab under Wallet.