Create a compliance form via Menu > Compliance > Forms, or alternatively, add a compliance form to a task via the More tab > Forms.
See Compliance Forms for more information on available fields and form navigation.
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.
Tap the task link to return to the task this form is attached to.
Risk assessment forms
A risk assessment form is typically a job site safety and health review featuring risk levels and links to other forms and/or documents such as a OSHA form.
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:
Any changes made will only affect this specific version of the form.
Create an ad-hoc risk assessment form
This feature is designed for field staff to quickly and easily create a risk assessment form for unusual or unexpected situations.
This is a one-off form and does not create a template for future use.
Create a Linked Form
Risk assessment forms have the option of adding a linked form. This is useful if there are risks or compliance items that are not covered by this form.
Tap < Parent to return to the risk assessment form you created the linked form from.
Your custom form will also be added to the task under Task 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 customized by your Site Administrator and may provide a range of options including radio buttons, checkboxes, dropdown lists, text/memo fields, and date fields.
If the form contains linked documents, the form will contain a separate tab for you to access these.