Adding a Form is very simple and is the basis for multiple checks, audits, records, and requests.
How to create a form
To create the Form you will need to access the configuration portal by selecting the 3 dots on the right-hand corner of the screen.
1. Click the Form Library, add Form
Enter title of Form
Enter the owner
Select relevant departments
Select if the Form is a location or asset
If using Topics, tag the topic relevant to the Form
Define instructions, see editing guide for formatting the text
Click Create
2. Details can be updated in the details tab
3. Build Section
Add title
Define the type of section | Checkbox | General | Repeater | Asset Group Properties
Add instructions of section | this can be used for notes and high level information to the team
4. Create and continue adding sections and questions as required
Question | Action |
Checkbox | list the answers to be checked |
General | create the list of questions and type an answer that will be completed |
Repeater | define the occurrence and create the list of questions and type an answer that will be completed |
Asset Group Properties | Link the properties required from predefined from the asset group |
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