Session Content:

This session provides a step-by-step guide to using the Form Builder in the Redlist platform, demonstrating how to create custom forms to meet your operational needs. You'll see how to build forms for common uses like pre-operation inspections, employee reviews, maintenance logs, or safety documentation. The video walks through naming forms, structuring sections, and selecting question types while optimizing logic and layout for clarity and efficiency. It also covers advanced features like associating forms with specific assets, enabling task logic for follow-up actions, and setting up notifications. Use these tools to streamline data collection, trigger automated workflows, and keep your team informed and compliant.