Purpose:
To Create your own Forms & Checklist.
Background:
In Contractor Foreman, Forms & Checklist is a good place to create your very own Forms or Checklists as per you liking.
Points to Remember:
To save your work, click the blue “Save” button.
Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.
If a Form or Checklist needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.
Steps to Create Forms & Checklist:
- Navigate to Main Menu.
- Click on Forms & Checklists.
- Click on blue button “My Favorites” “Company Forms” “All Forms & Checklist Library”
- Enter the following information:
My Favorites:
- Build a New Form:
- Form Status: (Mandatory)
- Form Name: (Mandatory)
- Notes:
Company Forms:
- Build a New Form:
- There are some Forms already available for you to select from:
- Form Status: (Mandatory)
- Form Name: (Mandatory)
- Notes:
All Forms & Checklists Library:
- Build a New Form:
- Gives you a number of Forms already available for you to select from:
- Form Status: (Mandatory)
- Form Name: (Mandatory)
- Notes: