All Collections
Forms & Reports
Forms
Managing the Location of Forms
Managing the Location of Forms

Managing form locations. How to move forms to show in project site reports, safety reports, equipment reports, and company reports.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

Dashboard > Settings > Modules


Forms can be managed as reports in four different locations: Project Site Reports, Project Safety Reports, Equipment Reports, and Company Reports.

Managing Forms

To move a form to one of these locations you will begin in the Company's Settings.

From Settings -> Modules, click the Forms tab to view all Form Builder Forms. Then click on the three dots as shown below to choose the location, hide or set compliance requirements for any form.

Click on your desired location and you will be able to view your forms as seen below:

Show forms in Project Site Reports.

Show forms in Project Safety Reports.

Show forms in Equipment Reports.

Show forms in Company Reports.

Note:

  1. If a form template has been added to a Project's Notice Board, the form template cannot be moved to a new location.

For example: If a form template is living in Safety Reports and has been added to a notice board, moving the template to Site Reports will remove it from the project's notice board and may confuse the onsite team. This error message will be displayed to caution users about moving locations of forms.

2. It's important to note that when you specify the location of forms, they won't become visible to users automatically. They will only be visible once you grant permission. This is done to ensure that the data remains secure. You can find further details in this article: Form Visibility

Did this answer your question?