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Compliance forms are used in the field to assess the risks and possible dangers of a work site.

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AroFlo provides three types of compliance form templates, each with different features that suit a variety of requirements:

OHS Checklists
Risk Templates
Custom Forms

Info
Compliance form templates are designed by your Site Administrator. Please contact your Site Administrator if any template changes are required.

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How to add a form to a task

Log into AroFlo Field and open the task.
Tap the More tab > Forms

Select one of the following options using the tabs at the bottom:

Option

Description

Spec Forms

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

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Tooltip

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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, including forms linked to checklist items.

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title	Print and Email

From here you can Print or Email your compliance forms.

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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.
Change the status to Closed.
Save.

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Create Form

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If adding a custom form or creating an ad-hoc risk assessment, the following fields will appear. Fill out the fields and Save to access the form using the tabbed layout.

Tip
You can still access these fields on the next screen.

Information

Description

Form Type

The type of form, e.g. Risk Assessment, OHS Checklist, or name of custom form.

Ref

The reference number of the form.

Task

The name of the task the form was created from, if applicable.

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title	Task Link

From a form, tap the

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to return to the task this form is attached to.

Name / Incident

The name of this form.

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title	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.

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title	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).

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Form Tabs

The form displays using the tabbed layout.

Access elements of the form using the tabs at the bottom.

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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.

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title	Form

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

Information

Description

Ref

The reference number of the form.

Name / Incident

The name of this form.

Info

title	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.

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Expand

title	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.

Info
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.

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title	Task Link

From a form, tap the

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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).

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Localtab

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title	Linked Docs

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Info

title	Custom Forms only

Only applicable to Custom Forms.

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

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title	Notes

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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.

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title	More

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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.

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Other options

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

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Localtab

title	Form header

The form header is available on every tab and tells you the Form Type and the form Name / Incident. See info above. Also included is the the form status.

Localtab

externalTabImgUrl	https://help.aroflo.com/download/attachments/64786589/Status%20%28pencil%29.png?api=v2
title	Form status

Tap the

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linkText	form status
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in the header to update it:

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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.

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

Void

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

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Localtab

externalTabImgUrl	https://help.aroflo.com/download/attachments/64786589/Capture%20Signature%20%28signature-freehand%29.png?api=v2
title	Capture Signature

Allows you to 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 More.

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

Localtab

externalTabImgUrl	https://help.aroflo.com/download/attachments/64786589/Save%20Task%20%28content-save%29.png?api=v2
title	Save

If you make any changes to the form, Tap Save to save the form. This is available on all tabs except More.

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Void a Compliance Form

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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

Tooltip

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linkTextUnderline	true
linkText	red banner
linkTextColor	#00AEEF

displaying the user, date/time and reason. You can also filter your compliance items list by 'Voided'.

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Print or Email a Compliance Form

See Emailing and Printing.

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Types of Compliance Forms

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

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Learnyourwaytutorialexpand

Compliance OH&S Checklists

Compliance Risk Templates

Compliance Custom Forms

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Key

How to add a form to a task

Create Form

Form Tabs

Other options

Void a Compliance Form

Print or Email a Compliance Form

Types of Compliance Forms