Pin your Emergency Plan or Hazardous Substance Register so you can update and edit for the duration of your Site
Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact support@siteapppro.com to learn more.
A pinned form is a live form that's pinned to your To-Do List screen.
In this Article
Pinning your Form
Log in to your Admin Console (Computer Login)
Go to Sites
Edit an existing Site or add a new one
Click Pinned Forms/Registers
Choose the Type of Form you want to add
Click Pick Form - this will bring up a list of all forms in your account.
What form should I pin?
Pinned forms are best suited for forms completed at the start of the job and viewed or updated as you go. The best examples are:
Hazardous Substances Register
Risk Registers
SWMS
Emergency Plan
SSSP Form
Forms that don't work as a pinned form include any scheduled forms; Induction Checklists, Pre-Starts, Vehicle Checks, Near Miss, and Incident and Injury Registers.
Important Limitations
It's also important to note the way that pinned forms work. The system will display the most recently completed version of a form for a paricular site. It's crucial that if you turn off the Form Library switch for any pinned form. This means that your team cannot accidentally complete another version, overriding your current pinned form.
Forms with Approval/Permit/Workflows enabled will not show up.
For example, if you have a Hazardous Substances Register form that has been Pinned to a site, then someone goes to the Form Library to complete another form, the new version will become the Pinned Form, overriding the one you manually pinned.
If someone has overriden your form, the easiest way to resolve this is deleting that version of the completed form. The system will automatically fall back onto the previous version.
Go to Reports > Completed forms. Check how many versions of the form have been completed. Specifically, look for any more recent than the one you pinned for that site. View the form, and delete that version.
Unpinning Forms
To do this:
Go to Sites
Click on the Site in the list
Click on the Pinned Forms tab
Click on the Remove button
and Done
Using Pinned Forms
After adding your Pinned form, you will then find it on the App:
Select the Site that you Pinned a Form to
You will find all Pinned Forms at the bottom of your To-Do list
Click the Pinned form to view or complete it
Save the form if you've made any changes
Once the Form is Saved it will then show up on your Completed Forms page
