How to Complete a Form on the Web

Navigate to Documents on the main navigation and select forms from the drop-down. Click on the icon pictured below.

A pop-up will appear that contains the form folders. You can search for a form template or you can click on the folders to expand them.

Click Select on the form that you want to complete. This will open a new instance of that form in a ‘Draft’ state. The state of all forms will be displayed in the top right of the form screen and is color coded to help indicate.

As you can see, some elements of forms are mandatory: any element with a red bar on the left-hand side of the screen is mandatory, and the form cannot be completed until all mandatory elements are answered.

Choose your project by tapping on ‘Project’.

Time-in and time-out fields can be populated by tapping in the field

Forms Tags:

You have the option to add form tags to your form as a type of metadata to group similar data. To attach a form tag:

1. Tap on ‘Tap to Add New Tags’. The pre-defined form tag list will appear.
2. Tap the toggle button beside the tag name to attach to the form.

NOTE: At any point, you will be able to exit your incomplete form by saving the form. If you save your form, it will be saved as a Draft in the Draft Tab.

Once you have answered all the questions in the form, you will still be able to add additional hazards if that option has been allowed for this form.

Provided all the mandatory fields have been answered*, you can sign the form by:

1. Tapping ‘Completed by’, and selecting your name from the list,

2. Signing in the box, and then pressing Save.

3. You can add any additional comments beside your signature, if necessary.

4. Press the Assign button either at the bottom of the form or by the specific title.

*A pop up will appear if you have not filled out all mandatory questions.

You can choose to Assign to Employee, Supervisor, or Manager. In the relevant list, you can scroll or search for the correct name. Once you click on the name you will be directed to the. You’ll find your form is now listed as ‘Submitted’ within this list.

You can also add additional signatures of either another employee or a third party contact:

1. Click on ‘Additional’ under your Completed By signature. Under the employees list, you can find or search for the employees’ name(s).

2. If they are a Contact, you can find or search for the name under ‘Contacts’ or you can tap ‘+’ in the top right corner to add a new contact; enter the required fields. You can then select their name from the list.

3. Both instances will have the signature box appear and they can sign off just as you did.

4. You can repeat this process for each additional person’s signature.

Drafts:

Forms that are in draft state and have not yet been submitted to the system. Draft forms can be accessed only by the person who saved them and in the case of mobile devices, only on the mobile device they are using.