Form Item Descriptions

Below is a brief description of the best usage of each Form Line Item available in the Form Builder.

PRO TIP: Looking to speed up the process of building several items in a row? After selecting the "Add Item" button, press the Enter key to duplicate the Add Item Window as many times as you need. This will open several item windows on top of each other!

Note: If you add an internet link (URL) in the title of any Form Item, it will be clickable!

Pass/Fail: Best used for vehicle or equipment inspections where you have a list of items that need to be checked.

Note:  This item directly correlates to your Location Safety Report. For more information about this report, click here.

Checkbox: best used for checking off lists, ie, First Aid Kits.

Short/Long Answer: best used when a sentence or multiple-sentence answer is required.

Note: While there is not a character limit on these items, they are formatted differently in your final Form. See the example below for how these items show up.

Text Info Block: best used for instructions or for adding additional information.

Select One: best used to add a list from your List Manager where only 1 answer is needed.

Select Multiple: best used to add a list from your List Manager where multiple answers are possible or needed.

Yes/No/NA: best used to identify if something has been completed, ie, bathrooms have been cleaned, the final inspection is finished, etc.

Pass/Fail Total: best used when multiple of the same item are being inspected (Ex: inspecting multiple fall protection harnesses on a given site) this Form Line Item will calculate how many of each are manually entered.

Please note: Pass/Fail Total Items do not automatically total the Pass/Fail items in your Form, this is a manual counter.

Number Only: best used for numbers only, ie phone numbers or serial numbers (if there is a need for the inclusion of letters, use the short answer Form Line Item).

Select Date: used for adding a date to the Form that is different from the date that the Form is signed, ie, date the Incident happened and/or date the Incident was reported.

Select Time: used for adding a timestamp to the Form that is different from the time that the Form is signed, ie time the Incident happened and/or time the Incident was reported.

Select Worker: used to select one Worker from the list of Workers in your account.

Select Multiple Workers: used to select more than one Worker from the list of Workers in your account.

View PDF: used to attach a PDF document from your computer to a Form from the Form Builder, i.e. a Toolbox Talk or Procedure Documents.

View Image: used to attach an image from your computer to a Form from the Form Builder, i.e. a Harness Diagram or Risk Matrix. When filling out a form containing an Image File, the image can be annotated.

Insert PDFs: used to upload PDF Documents from your Mobile Device or Computer to a Form from the Application, i.e. a Procedure Document or Toolbox Document received on Site.

Add GPS Coordinates: used to automatically add the user's current GPS Coordinates to Form; ie, the GPS Coordinates for load pick up and the GPS Coordinates for load drop-off

Equipment: Select One: used to select one piece of Equipment from the list of Equipment in your account.

Equipment: Select Multiple: used to select more than one piece of Equipment from the list of Equipment in your account.

• Note: Equipment Form Items are available for Pro and Max Subscribers.
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Created a Form Item and want to move it in your Form? Simply click and drag it to put it in place!