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.