Form Templates
In Administration - Forms - Form Templates, you can create custom/edit electronic forms and manage the state of any identified hazards or items that need to be corrected. The way we publish forms is the same process as publishing documents and getting signatures, only now it will be for a custom-made form.
The Form Templates subtab is where you customize your forms and groups to be visible for the users. You can search both the group name and the template name. The Group is the heading that the form template will be found under. You can customize your group names and reorder them on the left-hand side of the screen.
How to Create a Form Group
- Click the plus icon at the bottom of the list of form groups
- Enter a group name
- Click Save
Form Group Actions
- Click the pencil icon to edit the form group name
- Click the up/down arrows to reorder the form groups
- Click the trash can icon to delete the form group
- Deleting a form group will also delete all attached forms.