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Watch: πŸ†• Health & Safety Features

Video guides for the new Health & Safety update. Watch now: building incident forms, managing fields, and organizing sections. More videos added soon.

Updated this week

We've rebuilt how incident forms work. These short videos show you everything step-by-step.

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1. Introduction to the New Incident Form Builder

See what's changed and why it makes your life easier.


2. Creating Your First Incident Type

Learn how to set up a new incident type from scratch.


3. Managing Default Fields

Customize which fields appear in your incident forms.


4. Organizing with Groupings

Keep your forms tidy with Details and Investigation sections.


5. Adding Questions and Conditional Rules

Set up questions that appear based on previous answers


6. Setting Up Signature Tracking

Choose how signatures work for each incident type


7. Advanced Signature Options

Handle unavailable parent signatures


8. Publishing Your Incident Type

Set permissions, categories, and notifications


9. Managing Versions and Settings

Edit, archive, and control your incident forms


10. Converting V1 Forms to V2

Move your existing forms to the new format


Need Help?

Contact our support team or read the full release notes.

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