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Form Builder



Form Builder allows you to create digital forms that can be filled online through the system. Digitised forms are in use in most modules of the system: (Sub)contractor and Employee Compliance, Accident & Incident Reporting, reporting Safety Observations, recording Equipment Inspections, documenting Audits, recording Corrective Actions, Course Assessments, Employee and (Sub)contractor Documents, recording of Issues and Opportunities, Submitting RAMS to name but a few.


In many modules, creating digital forms is a prerequisite for using the full module functionality. Accident and Incident reporting or recording of SORs, for example, depends on the creation of digital forms, as does the ability to raise and manage electronic Permits.


The Form Builder tool can be accessed by all General Administrators from the 'Settings' menu in the sidebar of all applications. Please note that forms must be digitised using the Form Builder that is part of the application the form is intended to be used in, e.g. the Form Builder tool in the LMS can only be used to digitise forms that are to be used in the LMS.


Accessing and Navigating Form Builder:

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

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