Forms

A set of guides for creating, managing, and viewing reports (aka forms).

How Follow-Ups Works

Notification Settings (Video)

Viewing / Editing A Response

Form Building Advanced (Video)

Form Building Basic (Video)

Submitting Forms and Reports (Video)

Viewing Responses

Pulling and Analyzing Form Responses (Video)

Follow-Ups (Video)

Sub-Reports (Video)

Group Notifications (Video)

Scheduled Reports Overview (Video)

Calculation Fields in Forms (Video)

Forms to Equipment Mapping (Video)

Administering OSHA Case Management

Deep Linking Forms / Pre-Filling Fields

Equipment Inspection Scheduling (Video)

Build a Workflow (Video)

How to Use the Privacy Lock on Form Responses

Restricting Allowed File Types on Form Attachments

Conditional Workflows (Video)

Forms to Training Mapping (Video)

Workflows (Video)

OSHA Case Management (Video)

Forms More Button (Video)

Equipment Inspection Forms

QR Codes for Forms

Auto-populate Employee Profile Fields in Form

Group Signature Field

Resources attached in form

Forms Folders and Library

Project Tracking and Reporting Overview