User Guide
Requests
Written by Ethan Lai (UI/UX Designer & Frontend Engineer)
Published Sep 23, 2026 Updated Sep 23, 2026
On This Page (2 sections)
Send data-collection forms to colleagues or vendors, who fill them in with no login required. Their submissions flow back to you as measures once approved.
Set up first
- Predefined Measures — each form module is built from a predefined measure or group, so your catalogue must exist first.
- Facilities — requests are scoped to the facilities the data belongs to.
What you can do
- Start fast with the preset cards (Business Travel, Employee Commute, Office Energy, Waste), or click New Request for a blank one.
- In the request editor, work through Build Form → Recipients → Settings → Tracking → Submissions.
- Toggle a request Active/Inactive, Preview the form, Copy Link to share it, or Send Now to email recipients.
- Track pending vs approved responses, and review and approve incoming submissions.
