Required Compliance Forms

Learn how to manage tasks with required compliance forms

Updated on June 3rd, 2024

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 a Safe Work Method Statement (SWMS) or a Job Safety Analysis (JSA) before starting work on site, 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.

 

 

Compliance forms are generally completed by field staff via AroFlo Field, however, forms can also be accessed from AroFlo Office.

 

A warning notification will be visible at the top of the task sheet prompting users to complete and close the required forms.

 

If a form has been marked for completion before the task can be started, the task is locked to prevent users from starting the task before they have closed all of the required forms listed.

Exceptions:

  • Users in the pre-built Worker and Supervisor permission groups will not be able to start a task until required forms are completed (for forms that have been marked for completion before the task can be started)
  • Users in the Management group can start and complete 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.
 

 

 To complete a required form:

  1. Go to the Compliance Forms tab on an open task.
  2. Under the Status column, click Create Form.
  3. Complete the fields as required and click Create Form.
  4. Complete the checklist and enter any notes, as required.
  5. Change the status to Closed.
  6. Save.

The task will unlock once all required forms are closed. Completed forms are retained against the task for future reference.