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:

• OHS Checklists
• Risk Templates
• Custom Forms

How to add a form to a task or quote

1. Log into AroFlo Field and open the task or quote
2. Either tap the Forms tile, or the More tab > Forms    
   
3. You'll land on the Spec Forms tab but you can choose the tab you need:
   

   Spec Forms

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

   Displays the full list of forms available to you. What type of form do you want to add? OH&S checklist   Risk Assessment Form   Custom Form   Ad-hoc Risk Assessment     Tap OHS Checklist. From here, either tap the checklist you need or use the Categories to narrow down your search and then tap the checklist you need.   Tap Risk Templates. From here, either tap the template you need or use the Categories to narrow down your search and then tap the template you need. To add a custom form, from this screen, simply tap the form you need or use the Categories to narrow down your search and then tap the form you need. Tap Create Assessment to create an ad-hoc risk assessment.   See Types of Compliance Form for instructions on how to use each type of form.

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   Task Forms

   Displays a list of forms that have already been linked to the task, including via forms linked to checklist items and assets. Forms are categorised by status so you can easily see if a form needs to be completed. Print and Email From here you can Print or Email your compliance forms.	Show me
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4. Tap the form name and complete the fields as required. Depending on the type of form, you may have some fields to fill out before saving the form to access the rest of the information using the tabbed layout. See the information below.
5. Change the status to Closed.
6. Save.

Create Form

If adding a custom form or creating an ad-hoc risk assessment, the following fields will appear. Fill out the fields and Create Form to access the form using the tabbed layout. You can still access these fields on the next screen.   Create Form Options Explained Information Description Form Type The type of form, e.g. Risk Assessment, OHS Checklist, or name of custom form. Job No The job number of the task, if the form has been created from a task. Ref. No The reference number of the form. Task The name of the task the form was created from, if applicable. Task Link From a form, tap the task link to return to the task this form is attached to.    Form Name / Incident The name of this form. Prefilled The name of the form will be prefilled in the following scenarios but you can overwrite it if necessary: If the form was added to a task If an asset was selected when the form was created If the form was selected from the Spec Forms area   Asset If this form relates to a particular asset, select it from the dropdown.  Asset dropdown The dropdown will appear if the selected client has assets linked to them If a location has been selected on the task, assets belonging to the selected client and location will display in the dropdown. If no assets exist for the location, the Asset dropdown will not appear.     Reported Date Select a date this form was completed on (defaults to today's date but can be edited using the date picker).

Form Header

The form header is available on every tab and tells you the Form Type (or the name of the form for a Custom Form) and the Form Name / Incident. See info above. The lower part of the header contains the form status, the option to preview the form and the option to email . These options remain fixed at the top of the screen while scrolling down the form so you can easily access them without having to scroll to the top of the form. Remember to Save if changing the form status. Form Statuses Status Description Open A 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.   Save and close You can also Save the form and mark it as Closed at the same time. See below.   Void   Mark a compliance form as Void. See Void a Compliance Form, below.

Compliance Form Tabs

Access elements of the form using the tabs at the bottom. All tabs except for the Form tab will have a counter on them if there is information contained within them, e.g. if a note or document has been added.

Form Tab

The Form tab is broken up into sections. The information that appears is dependent on the type of form and what options have been included.

Form Overview

The Form Overview contains the main details of the form. Tap if you need to edit the Form Name or Reported Date. Explanation of fields Information Description Job No The job number of the task, if the form has been created from a task. Ref. No Reference number of the form. Form Name / Incident Name of this form. Prefilled The name of the form will be prefilled in the following scenarios but you can overwrite it if necessary: If the form was added to a task If an asset was selected when the form was created If the form was selected from the Spec Forms area.   Asset If this form relates to a particular asset, select it from the dropdown. Asset dropdown The dropdown will appear if the selected client has assets linked to them. If a location has been selected on the task, assets belonging to the selected client and location will display in the dropdown. If no assets exist for the location, the Asset dropdown will not appear.     If you selected an asset on the Create Form screen, the asset will be displayed here. Tap (box with arrow) to open the Asset Card.    Task The name of the task the form was created from, if applicable. Task Link From a form, tap the task link to return to the task this form is attached to.   Reported Date Select a date this form was completed on (defaults to today's date but can be edited using the date picker).

 

 

Form Content

The content of the form displays underneath the overview. The heading will tell you the type of form, i.e. an OHS Checklist, Risk Assessment, or Custom form, and the content displays here. See Types of Compliance Form for instructions on how to use each type of form.

 

 

Checklist

Custom Forms only Only applicable to Custom Forms.   If the form contained a checklist, this will display here.

 

 

Linked Form

Custom Forms only Only applicable to Custom Forms.   If the form contained a linked form, there'll be a link here to create it.

 

 

Other tabs

Linked Docs

Custom Forms only Only applicable to Custom Forms.   If the form contains linked documents, you'll have an additional Linked Docs tab to access these.

 

 

Other options

These options appear on most of the tabs available to you:

Capture Signature 

Capture a signature from the necessary parties, for example, employees, customer, or sub-contractors. Depending on the type of form, you may need multiple signatures. This is available on all tabs except Documents.

Forms can contain the setting that a signature must be captured before the form can be marked as closed.

 

 

 

Save

Tap Save to save any changes you've made to the form, or tap the to Save and mark the form as Closed at the same time. This is available on all tabs except Documents.

 

 

Void a Compliance Form

If you create a compliance form in error: Set the status as 'Void' Record a reason for reference purposes (optional) Confirm. Save the form. 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'.   Show banner

Print or Email a Compliance Form

Use the option on a form to access the Email and Print options. Use the (cog) to change the layout. For other compliance forms linked to a task, see Emailing and Printing.

Types of Compliance Forms

The next page will look at the different types of Compliance forms:

OHS Checklists | Risk Templates | Custom Forms