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Form Builder

The Form Builder functionality allows users to create digital forms that can be completed directly within the system. These digitised forms are used across the majority of modules, supporting a wide range of functions including (sub)contractor and employee compliance, accident and incident reporting, safety observations, equipment inspections, audit records, corrective actions, course assessments, employee and (sub)contractor documentation, issue and opportunity logs, and RAMS submissions, among others.

In many modules, the creation of digital forms is a prerequisite for accessing the module’s full functionality. For example, accident and incident reporting, or the recording of SORs requires digital forms to be in place - just as raising and managing electronic permits does.

The Form Builder tool is available to all General Administrators via the Settings menu in the sidebar of every application. Please note that forms must be digitised using the Form Builder within the specific application they are intended for - for instance, the Form Builder in the LMS should only be used to digitise forms that will be used within the LMS.

Accessing and Navigating Form Builder:

1. In the Application sidebar, go to Settings and click Form Builder.
2. On the top right, you will see Clear, Preview, Save Form, and Open Form.
3. Clicking Clear will delete anything you have created, and it cannot be recovered.
4. Clicking Preview allows you to preview the form you are creating.
5. Clicking Open Form allows you to open a previously digitised form.
6. The Toolbox column on the right contains the elements you can use when digitising your form.