Module Synopsis: Many trade businesses use standard compliance and OHS forms such as JSA (Job Safety Analysis) forms or SWMS (Safe Work Methods Statement) forms. But what if your business needs something more specific? Perhaps you need a service docket or some kind of customer satisfaction sheet that needs to be completed after each job. Or maybe you need a compliance form that has some unusual requirements. This module is designed to instruct you on how to create custom form templates and use custom forms within AroFlo.
At the completion of this module you will be able to:
- Create a new custom form template
- Include an expandable section in a form
- Add and complete a form within a task.
Session Time and Resources: This training session should take no longer than 1 hour and is designed for 1 to 3 staff members in management positions.
Module Requirements: This module will require Site Administrator access.
Introduction
The custom forms module of AroFlo will allow you to easily configure and set up a form template that is based upon your requirements. These templates can be used to create forms against tasks in AroFlo Office or Field.
This is a powerful editor that will allow you to both configure how the form looks to your field staff and how the form will print for your customer.
Access the Forms editor
Before your field staff can fill out their custom forms, we need to create the custom form template. This template determines what information is going to be on your form. In Site Administration, click on Settings. In the left-hand navigation, click Compliance.
Click Forms to be taken to the default forms page.
From this view, you can either create a form template from scratch, which this training module will take you through, or add and customise one of our pre-built forms.
