Get Started with Forms Administration (6 videos)
A comprehensive guide for Safety Admins and Managers on how to build digital forms, establish critical backend dependencies, configure global account settings, and track corrective actions.
6 articles
- 1 of 6 Forms MaintenanceLearn how to build proprietary safety forms, implement section layouts, and configure interactive question settings.
- 2 of 6 Managing Locations and Customer DataLearn how to create unique job site locations and configure their mandatory tracking dependencies.
- 3 of 6 Forms Responsible PartiesLearn how to manage internal and external assignees tasked with correcting safety discrepancies.
- 4 of 6 Forms Account SettingsLearn how to manage global rules, define field user application permissions, and automate email routing protocols.
- 5 of 6 Forms Corrective ActionLearn how to track unresolved field discrepancies, update remediation progress, and close out compliance issues.
- 6 of 6 Forms Completed FormsLearn how to audit the completed document repository, review final PDF files, and manage submitted forms.