Page tree
Skip to end of metadata
Go to start of metadata

Compliance forms are used in the field to assess the risks and possible dangers of a work site. AroFlo provides three types of compliance form templates, each with different features that suit a variety of requirements:

Compliance form templates are designed by your Site Administrator. Please contact your Site Administrator if any template changes are required.

How to add a form to a task

  1. Log into AroFlo Field and open the task.
  2. Scroll down and tap Forms >
  3. Select one of the following options:
    1. Spec Forms - Displays a short list of forms based on task type.
    2. All Forms - Displays the full list of forms available. 
    3. Task Forms - Displays a list of forms that have already been linked to the task.
  4. Tap the form name and complete the fields as required.
  5. Change the status to Closed.
  6. Save.

In Forms > Spec Forms, the Linked Forms category is only available when there are linked compliance forms on the task type in Site Admin. Please contact your Site Administrator if you need assistance.

OH&S checklists

OH&S checklists are quick and easy checklists that require less information compared to a risk assessment form. Checklist items may trigger a fail action (if configured) which will prompt you to complete a specific custom form as a requirement when the item is marked as 'Fail'. Checklist items may also provide links to other types of compliance forms.

  1. Go to All Forms > OHS Checklist.
  2. Tap the name of the form that you require.
  3. Edit the Name / Incident: and Reported fields if needed.
  4. If assets are linked to the task: select the asset this OHS checklist relates to.
  5. Work through each checklist item and select Pass, Fail or N/A (not applicable).

    Fail action

    If configured, checklist items that have been marked as 'Fail' will trigger a fail action such as a custom form that is required to be completed in the event that the checklist item has failed. You will be automatically prompted to create the required form when you close the OHS checklist.


  6. If signatures are required: scroll down and tap Capture Signature.
  7. When the form is fully complete, tap Closed.
  8. Tap Save.

Click to enlarge

Risk assessment forms

A risk assessment form is typically a Job Safety Analysis (JSA) featuring risk levels and links to other forms and/or documents such as a Safe Work Method Statement (SWMS).

  1. Go to All Forms > Risk Templates.

  2. Tap the category the form is saved under.
  3. Tap the name of the form that you require.
  4. Tap the Create button to create a new risk assessment form (based on the selected form template).

    The Name / Incident: and Reported fields are pre-filled on the form, but you can edit these details if needed.


  5. Work through each checklist item and select Pass, Fail or N/A (not applicable).

  6. To update the residual risk level after applying the control measures, tap the coloured risk level displayed on the left.
  7. Select a Severity and a Frequency from the drop-down lists.
  8. Tap Done.
  9. Once all checklist items have been completed, you need to either accept or reject the risks using the options provided e.g: Pass, Fail, N/A

    Capture signature

    A signature can also be captured to confirm acceptance of the form. This may be set as a requirement before the task can be closed. For more information, see Capture Signature.

  10. When the form is fully complete, tap Closed and then Save.

    You will be returned to the task sheet to begin work on the job.

 

Edit or add checklist items

Each risk assessment checklist item relates to an activity, risk and control measure.

To edit a checklist item: tap (grey pencil icon), make the required changes and tap Save.

To add a new checklist item:

  1. Scroll down and tap the Add Checklist Item button.
  2. Enter the Activity (e.g. Installation of Ladder), Risk of the activity (e.g. Back Injury), Control measures to be applied (e.g. Follow correct manual lifting procedure) and the Checklist item (e.g. Follow correct manual lifting procedure to prevent back injury during installation of ladder).

    Search for existing items

    If you want to use a checklist item from another risk template form in AroFlo, simply enter a keyword into the Activity or Risk field and tap the Search button.

  3. Tap Save.

    Any changes made will only affect this specific version of the form.

 

Click to enlarge

 

Create an ad-hoc risk assessment form

This feature is designed to allow field staff to quickly and easily create a risk assessment forms for unusual or unexpected situations.

It is important to note that this is a one-off form and it does not create a template for later use. 

  1. Go to All Forms > Create Assessment.
  2. Enter the Name / Incident: of the form.
  3. Tap Save.
  4. Tap the Add Checklist Item button to add checklist items to the form.
  5. Enter the Activity (e.g. Installation of Ladder), the Risk associated with the activity (e.g. Back Injury), the Control measure to be applied (e.g. Follow correct manual lifting procedure) and the Checklist item (e.g. Follow correct manual lifting procedure to prevent back injury during installation of ladder).

    The checklist item should encapsulate the activity, risk, and control measure as this is the primary field that will be displayed both on screen and in the print layout.

  6. Tap Save.
  7. Tap < Form (top left of screen).
  8. Repeat steps 4 - 7 for additional checklist items.
  9. If there are risks or compliance items that are not covered by this form, use the Create a Linked Form button to link it to other forms within AroFlo.
  10. Once all items have been added, you can complete the checklist items and close the form.

Click to enlarge

Custom forms

Custom forms are used for any other type of form that isn't covered by a Risk Template or an OHS Checklist. These forms have been customised by your Site Administrator, and may provide a range of options including radio buttons, check boxes, drop-down lists, text/memo fields and date fields.


  1. Tap the category the form is saved under.
  2. Tap the name of the form that you require.
  3. Edit the Name / Incident: and Reported fields if needed.
  4. Complete each item on the form as required.
  5. If signatures are required: scroll down and tap Capture Signature.
  6. When the form is fully complete, tap Closed.
  7. Tap Save.

Void Status

If you create a compliance form in error, you should mark the form as 'Void' and record a reason for reference purposes (optional).

Voided forms are clearly marked with a red banner displaying the user, date/time and reason. You can also filter your compliance items list by 'Voided'.

Click to enlarge