Create Form
Start from Scratch
When creating a new form, you must first define the basic information:
Form Name
Document Prefix (used as part of the submission ID)
Form Type
Associated Project or Projects
Once this information is completed, you can access the Form Builder.
Builder Interface
The builder is divided into two main areas:
Available Fields
The following field types are available: Text, Single Choice, Multiple Choice, File Upload, Signature, Dropdown, Divider, Heading, Plain Text, Date, Time, Resources, Camera.
To Add a Field: Simply click on the desired field type in the left panel, or drag and drop it into a section in the right panel.
Field Properties: Click on any field placed in a section to edit its specific properties.
Common Properties: All fields have
Field Name,Helper Text, andRequiredoptions.Unique Properties: Some fields have specific settings (e.g., Choice fields have an area to define the list of choices).
Form Sections
Sections organize your form content.
Section names can be edited from the Properties tab.
To add a new section, click the + button on the right side of the current section.
Sections can be duplicated or deleted from their properties panel.
Field Properties
Once a field is placed inside a section, you can edit its properties:
Field Name
Helper Text
Required (available for all fields)
Some fields include additional properties depending on the field type.
For example, choice-based fields allow you to define multiple options.
All changes are saved automatically as you work.
Preview PDF
To see how your form will look when exported as a PDF:
Open the Settings section (top left of the Build view)
Click Preview PDF
A preview will be generated automatically.
Save Options
Save as Draft
Saves the form as a draft so you can continue editing later. Draft forms are not available for submission.Save as Template
Saves the form as a reusable template that can be used in future form creation.Publish
Makes the form available for completion by Safety Representatives assigned to the associated project(s).
Templates
The Templates section provides a starting point for creating forms.
System Templates
All accounts come with a set of standard system templates to help you get started:
PPE Audit Template
Incident Report Template
Project Impact Template
Expense Request Template
Compliance Report Template
Safety Toolbox Talk Template
These templates are intended to help you understand how different form types can be used. You can fully customize them in the builder if needed.
In this section, you will also find any custom templates you have previously saved.
Using a Template
Select Use a Template option.
Click Use This Template on your chosen template.
You will be prompted to fill in the form’s basic details (Name, Prefix, etc.).
You will then enter the Form Builder, where you can freely edit and customize the template to fit your exact requirements.