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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. Tap the More tab > Forms
  3. Select one of the following options:

    OptionDescription

    Spec Forms

    Displays forms applicable to the task, e.g. forms linked to the task type and/or periodic template.

    Show me

    All Forms

    Displays the full list of forms available (see second image to the right).

    Task Forms

    Displays a list of forms that have already been linked to the task.

    Print and Email

    From here you can Print or Email your compliance forms.

    Show me

  4. Tap the form name and complete the fields as required. See the information below for the different types of forms.
  5. Change the status to Closed.
  6. Save.

The main details of the form appears in the Form tab. Scroll down to access checklist items.

Task Link

From a form, tap the task link  to return to the task this form is attached to. 

Tap the form status  in the header to update it:

StatusDescription
OpenA compliance form that needs to be completed. Open compliance forms on tasks can be found in Compliance > Items.
Closed

Close a compliance form. 

Forms can contain the option that they must be closed in order for the task to be marked as completed.

VoidMark a compliance form as Void. See Void a Compliance Form, below. 

Custom Forms only

Only applicable to Custom Forms.

If the form contains linked documents, tap Linked Docs to access these.

Tap the Notes tab to enter notes on the form, for example, things that need to be completed as part of an assessment.

Tap Save Note once finished.

Tap the More tab > Upload Docs & Photos if you need to attach documents or photos to the form, e.g. a photo of something on site that could be a potential risk.

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, change the status to Closed.
  8. Tap Save.

Open Task

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 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 name of the form that you require.

    Category select

    By default, risk templates from all categories will display. To narrow down your search:

    1. Tap Categories
    2. Tap the category the form is saved under (and sub-category if applicable) to only display risk templates within that category
    3. Tap the name of the form that you require.
  3. (Optional): Review the activities, risks, controls, and checklist items, by tapping the relevant tab.

  4. Tap Create Form  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).

    Tap the header of a compliance activity to expand or collapse it.

  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 dropdown 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, change the status to 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 Add Checklist Item.
  2. Enter:

    1. the Activity (e.g. Installation of Ladder),

    2. Risk of the activity (e.g. Back Injury),

    3. Control measures to be applied (e.g. Follow correct manual lifting procedure)

    4. 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.

Create an ad-hoc risk assessment form

This feature is designed to allow 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. 

  1. Go to All Forms > > Create Assessment.
  2. Enter the Name / Incident of the form.
  3. Tap Save.
  4. Tap Add Checklist Item to add checklist items to the form.
  5. Enter:

    1. the Activity (e.g. Installation of Ladder)

    2. the Risk associated with the activity (e.g. Back Injury)

    3. the Control measure to be applied (e.g. Follow correct manual lifting procedure)

    4. and the Checklist item (e.g. Follow correct manual lifting procedure to prevent back injury during installation of ladder).

      The checklist item should capture 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.

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.

  1. Under the checklist items, tap Create A Linked Form
  2. Select a Form Type (OHS Checklist, Risk Assessment, or select one of your custom forms)

    1. If selecting OHS Checklist or Risk Assessment, tap (magnifying glass) to search your forms  and then select an option from the results that appear  to link this form to your risk assessment form

    2. If selecting a custom form, tap Create Form to link this form to your risk assessment form
  3. (Optional) Edit the Name / Incident of the form

    By default, the name of the form will be '(form name) - Sub Form'

  4. Complete each item on the form as required (see relevant section - OH&S checklists, Risk assessment forms, Custom forms).

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

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, dropdown lists, text/memo fields and date fields.

  1. Go to All Forms
  2. Tap the name of the form that you require.

    Category select

    By default, custom forms from all categories will display. To narrow down your search:

    1. Tap Categories
    2. Tap the category the form is saved under (and sub-category if applicable) to only display custom forms within that category
    3. Tap the name of the form that you require

    Show me

  3. Edit the Name / Incident: and Reported fields if needed.
  4. Complete each item on the form as required.
  5. Save
  6. If signatures are required, scroll down and tap Capture Signature.
  7. When the form is fully complete, change the status to Closed.

Linked Documents

If the form contains linked documents, the form will contain a separate tab  for you to access these.

Print or Email a Compliance Form

Void a Compliance Form

If you create a compliance form in error, you should mark the status 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'.