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? Hold down the [Enter] key and click the "Add Item" button as many times as you need. This will open several item windows on top of each other!

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.

Note: a Check Box cannot be made mandatory.

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 a URL.

Note: If you add an internet link (URL) in a Text Info Block, it will be clickable!

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 in an audit scenario, where a single question can be answered by a pass or a fail, and this Form Line Item will calculate how many of each are present.

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

Created a Form Item and want to move it in your Form? Simply click and drag it to put it in place!