Knowledge Base

Pre-Setup Access 

Maintain Users 

Each authorized Administrator User will need permission to access the Widget Form. 

1. Select Maintain Users under the Administration menu bar 
   

1. Select the user 
   

1. Access the drop-down menu access for Administration (right-side panel) 
   

1. For Maintain Widget Form, select “Visible” and “Enabled” to ensure they are highlighted green for an authorized user 
   

1. Select SAVE 
   

The Widget Form feature will need to be enabled.  

1. Select Maintain Company under the Administration menu bar 
   

1. Navigate to the Advance Settings panel 
   

1. Enable the “Allow Embedded Widget” by selecting YES 
   

1. Click to copy the Widget Code to your IT Specialist so they can embed it within your secured intranet site. 
   

NOTE: The Widget Code provides the login screen.

Customizing the Request Form 

Maintain Widget Form 

Introductory 

1. Required fields for processing an assignment, which cannot be removed: 
   

1. Client Name 
   

1. Language 
   

1. Service Date & Start Time 
   

1. Field names (left-side panel) will match your company label settings as set by your Super Administrator. 
   

1. Form Design (right-side panel) can be altered as follows: 
   

1. Inserts up to 3 text fields below 
   

1. Remove the entire row 
   

1. RESET resets the form to default settings 
   

1. CANCEL voids changes made 
   

1. DELETE ALL will remove all non-required fields 
   

1. SAVE to accept changes 
   

Customization 

1. Select Maintain Widget Form under the Administration menu bar. 
   

1. Move entire rows by dragging up/down. 
   

1. Insert blank rows below an existing row. 
   

1. Drag left text field to right blank field.  Duplicate fields are not allowed. 
   

1. Select SAVE.