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Basics of Forms & Checklists

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:

  1. Navigate to Main Menu.
  2. Click on Forms & Checklists.
  3. Click on blue button “My Favorites” “Company Forms” “All Forms & Checklist Library”
  4. 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:

 

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Adding a Form to “My Favorites” and “Company Forms”

Adding a Form to “My Favorites” and “Company Forms”

To add a form to “My Favorites” or “Company Forms” go to main menu and click on “Forms and Checklists.”  Click the blue button in center pane for “All Forms and Checklists.” Select the Form you wish to add to your favorites or company forms, click on the “eyeball” on the far right then click on the blue button for “Add to Favorites.” Or the blue button for “Add to Company Favorites.”

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Editing a Form

Edit a Form

To Edit or modify a Form or Checklist in Contractor Foreman go to main menu and click “Forms and Checklists.” Next, Click the blue button in center pane for “All Forms and Checklists.”

Go to the form you want to modify and click the green “Eyeball” icon, this will open that form.

Click the blue button for “Edit Current Form.” Here you can edit a current field or add a new field.

Editing a Current Field: Hover mouse over the field you wish to modify. In the far right corner of that field you will see 3 icons. Click the “Pencil” icon. Now you can modify labels, layout, headers and more. At the bottom of Edit field you can add option for selections.

The other options in the Upper right corner of the field are, Copy, creates a copy of this field directly below the one you are working in and delete will permanently delete the field.

Adding a New Field: In the form screen, upper right-hand corner, select which section you wish to add to the form and click and drag it into the correct position on form. Depending on how long the form is you may have to drag to bottom of screen, place it scroll up then re drag it down into place. You can then edit the form section by following the steps above.

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Forms and Checklists Overview

Forms and Checklists Overview

Contractor Foreman comes Pre-loaded with many Forms and Checklists that are ready to use. In Addition, you can revise existing forms to better suit your needs as well as create your own forms. Be sure to review the list thoroughly to become familiar with what is available. There are three main parts to Forms and Checklists. My Forms, Company Forms, and All Forms and Checklist Library.

  • My Forms: These are forms the User has selected and modified for their use. My Forms is unique to each user.
  • Company Forms: These are forms that are available to everybody in the company to use.
  • All Forms and Checklist Library: These are Forms and Checklists Contractor Foreman has provided and are ready to be modified to fit your companies needs.
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Creating a Custom Form

Creating a custom form or checklist is a great way to collect data.  Getting started is easy and with the tips below, you’ll be creating your own forms in a matter of minutes.

Watch: Form & Checklist Builder Training Video

  • Checkbox Group: A Checkbox group is to be used when you want the user to have more than 1 selection.  Such as; which tools were used today.
  • Date Field: This is great if you need to collect dates of when items were inspected. 
  • Header: Great for dividing your form into sections.
  • Paragraph: Paragraph is used when you want to display text on the form that you do DOT want someone to be able to edit.  This could be an introduction at the top or notes throughout the form.
  • Number: The number field allows you to collect a value such as the number of hours it took to complete a task.
  • Radio Group: A Radio group is a selection of options where you want the employee to have only one option; such as “Did the inspection Pass or Fail”
  • Select Field: The Select field is a drop down selection of multiple options.  The great thing about this field is that it consumes less space on the screen and it allows you to specify if the user can select multiple options of just one.  However, it does not work as well with phones so consider another option.
  • Text: The Text field is used for open-ended responses such as entering an equipment ID number.
  • Text Area: Unlike the text area which is a single row and small field, text area is multiple lines and is often used to collect comments or notes. 
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