Linked Compliance Forms

Learn how to link specific compliance form templates directly to task types

Updated on May 10th, 2024

Table of Contents

To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form(s) via the Forms > Spec Forms section of the task sheet in AroFlo Field.

There is also an option to force users to complete required pre-start forms, such as a Safe Work Method Statement (SWMS) or Job Safety Analysis (JSA), prior to starting a task. Once this feature is enabled for a linked form, users will be prevented from recording job information on the task until the required forms are completed and marked as 'Closed'.

Alternatively, you can specify for a form to be completed and closed before the task can be marked as completed.


Add forms to a task type

  1. In Site Admin, go to Settings.
  2. Use the search box to find Task Types.
  3. Open the Task Type you want to link a compliance form to.
  4. Under Linked Compliance Forms, click the Add Form Link button.
  5. Click on each form that's required for this task type.

    This list displays all of the compliance form templates (custom forms, risk templates, JSA, OHS checklists) that exist in your AroFlo site. You can filter the list by entering a keyword into the Form Name field located at the top of the window.

  6. Click X to close the window.
  7. If the form must be completed prior to starting the task, select the Complete Before Starting Task checkbox, or if it should be completed before the task can be completed, select the Complete Before Closing Task checkbox.


    Complete Before Starting Task

    - Users in the pre-built Worker and Supervisor permission groups will not be able to start a task until required forms are completed.

    - Users in the Management group can start a task without completing required forms.

    - Other custom groups can also bypass this requirement if Permission Groups > Tasks > Fields > Compliance Complete Before Start > View is unticked.

  8. Click Save.

For instructions on how users can access linked and/or required forms in AroFlo Office and Field, refer to the following help pages:

AroFlo Field: Required Compliance Forms AroFlo Office: Required Compliance Forms