The Incident Form Builder gives you greater flexibility when creating and maintaining your incident forms. Whether you're setting up a new incident type, updating existing questions, or tailoring forms to your organisation's processes, the builder makes it easy to manage everything in one place.
Designed with the same intuitive experience as Checklists, the builder allows you to organize questions, create logical workflows, and ensure staff capture the information that matters most.
This guide will walk you through the key features of the builder, how to create and manage incident forms, and what to expect when transitioning from existing forms.
How To Get There
Health & Safety › Incident Type |
From the Incident Type tab, you can view all existing incident forms. To create a new one, click the green "+ New Incident/Accident Type" button.
What's new in the Form Builder
👉 Drag-and-drop questions
Build and reorder questions the same way you do in Checklists. No technical setup needed.
👉Conditional rules
Questions only appear when relevant. Keep forms focused and easy for educators to complete.
👉 Colour-coded groups
Organise sections clearly so everyone knows exactly where each question belongs.
Blue sections — incident details shared with parents | Pink sections — internal investigation notes |
Colour coding makes it easy to see at a glance which section you're adding to. This keeps parent-facing information and internal records clearly separated, so your documentation is always audit-ready.
Your existing forms still work
👉 Version 1 (V1)Your existing forms All existing incident forms continue to work exactly as before. No action required. | 👉 Version 2 (V2)The new builder New forms uses the same builder and UI as the checklist. You can also convert existing V1 forms when you're ready. |
V1 and V2 forms run side by side. Transition at your own pace. Nothing breaks. |
App Navigation
👉 Navigation at the bottom of your screen
In the 1Place app, the navigation bar now sits at the bottom for Health & Safety, Checklists, Tickets, and Hazards. This gives you more screen space to focus on what matters. The experience is now consistent throughout 1Place.
Next Steps:
The next articles will walk you through everything in detail.
Creating your first incident type. Set up a new form from scratch using the V2 builder.
Setting up signatures. Configure who needs to sign and when.
Converting existing forms. Move your V1 forms to V2 at a time that suits you.
Spotted an issue or have feedback?
Contact our support team at support@1placeonline.com.