Required Compliance Forms in AroFlo Field

Learn about mandatory compliance forms on tasks in AroFlo Field

Updated on August 22nd, 2024

Table of Contents

Compliance forms can be flagged as a required form that must be:

  • completed by a user prior to starting a task, or
  • completed in order to complete the task

For example, there may be a mandatory requirement for field staff to complete an OSHA form or a job site safety review before starting work, or maybe you have some mandatory checks before you can complete a task.

Adding required compliance forms to tasks is an administration function that requires access to Site Admin. Please contact your Site Administrator for assistance. For more information, see Linked Compliance Forms.

 

 

Complete a Form

To complete a required form:

  1. Tap the warning banner to open the Required forms page
  2. Tap the form name and complete the fields as required.
  3. Change the status to Closed
  4. Save.

See Types of Compliance Form for information on completing compliance forms.

 

 

Form status

The icon beside each required form will be different, depending on the form status. In addition, you'll see if forms need to be completed before the task can be started, or marked as completed.

Required Forms are form templates and will remain in this status at the top until the related form has been completed.

 

The warning banner at the top of the task will disappear once all required forms are closed.

More information

Required to Start

  • Users in the pre-built Worker and Supervisor permission groups will not be able to start a task until the required forms are completed.
  • Users in the Management group can start a task without completing the required forms.
 
 

Required to Complete

  • Users in the pre-built Worker and Supervisor permission groups will not be able to complete a task until required forms are completed
  • Users in the Management group can complete a task without completing required forms.
 
 
 
 

Tap the name of a currently open form to resume and close it once complete.

Tap View All Linked Forms (x) to open the Spec Forms tab. See Compliance Forms - Overview.