How To Use The Label Field

Benefits of Using the Label Field

The Label Field provides a place for Workers to add identifying information into the Company Information section of a Form, making it easy to search and/or find at a later point in time, without having to open up the Form to view its contents.

Companies use the Label Field for many different reasons and use cases:

• Equipment identification
• Narrowing down specifics about a Location (e.g. There are 2 crews working on the same broader Location)
• Worker name associated with the form
• Key details about a Form they want to be easily searchable

This is especially beneficial for Administrators when searching for a specific form in the Signed Document Report or on the Admin Panel. Simply use the search bar to search by the text (or a word in the text) entered in the Label field. For example, you could select a drop-down list of Vehicle Makes/Models for a Vehicle Inspection. When your Administrator looks for Vehicle Inspection forms on the Admin Panel, they can simply search for "Ford F-150" or even "Ford" in the search bar and all forms with this label will appear. 

NOTE: To use the Label Function, all workers must be using the SiteDocs App and updated to at least Version 4.2.

How to Set Up the Label Field

You can choose which of your Form Items to use as the Label Field in your Form Builder. Simply check off the box to the right of your Form Item to use the data entered in that Item as the Label for your Form.

What Happens if I Don't Select a Form Item?

If no Form Item is selected as a Label, you will see the default Label Field at the top of your Form, which is a fillable text box.

Which Form Items Can be Used for a Label?

• Short Answer
• Long answer
• Drop-Down List: Select One
• Number Only
• Select Date
• Select Time
• Select Worker
• Select Equipment

Which Form Items Cannot be Used for a Label?

• Pass/Fail/NA
• Check Box
• Text Info Block
• Drop-Down List: Select Multiple
• Yes/No/NA
• Pass/Fail Total
• Select Multiple Workers
• Select Multiple Equipment
• View PDF
• View Image
• Insert PDFs
• GPS Coordinates

These Items are ineligible for the Label Field because they either do not include helpful Label Information (i.e. Yes/No), they could make your Label Field very long or confusing (i.e. Select Multiple, GPS Coordinates), or the format is incompatible (i.e. View PDF, View Image, Insert PDFs).

If I make the Form Item Mandatory, does that mean the Label is now Mandatory?

Yes, it does! Simply select the Asterisk (*) next to the Item you have designated as your Label to make the Item mandatory. The asterisk will turn red to indicate that the Item is mandatory.

Where will I see the Data entered into the Label?

Data will show in a few places:

1. The top of your finished Form, in the "Company Information" Section.

2. In the Mobile App, under the Form Name in any Previously Signed Forms section.

3. On the Admin Panel, in the Safety Monitor and Signed Document Report.

Monitor:

Signed Document Report:

4. In your Reports in SiteDocs Analytics.

Can I remove the Label Field?

At this time the Label Field cannot be fully removed, but as mentioned above it can be automatically filled by a Form Item Answer.