Forms & Reports

Creating, Managing & Collaborating Site / Safety Reports

20 articles in this collection
Written by Julien Lavy and Danny Ballance

Forms

Form Permissions

Access/permissions to Site and Safety Reports. Form Permissions in settings

Written by Danny Ballance
Updated over a week ago

Managing Forms

Changing form location, form menu & settings

Written by Danny Ballance
Updated over a week ago

Project Notices

Assigning forms by title. Project Notices.

Written by Danny Ballance
Updated over a week ago

Forms - Automatic Labels

How to create a label in a form. How to automatically set labels. Form labels.

Written by Danny Ballance
Updated over a week ago

Forms - Email Distribution

Form builder settings. Email distribution for forms.

Written by Danny Ballance
Updated over a week ago

Form Builder

Creating Custom Forms

Custom Forms, Form Builder, Form Settings

Written by Danny Ballance
Updated over a week ago

Forms - Builder Components

Creating forms. Using form builder left panel. Insert questions.

Written by Danny Ballance
Updated over a week ago

Forms - Components (Select)

Select from list in SiteMax. Create your own lists. Select user, equipment, contact, material. Select in a form your data in tables.

Written by Julien Lavy
Updated over a week ago

Forms - Components (Column)

Use columns in forms. Display content in multiple columns. 3 columns. Columns into columns.

Written by Danny Ballance
Updated over a week ago

Forms - Components (Multiple Choice)

Choose one answer. Radio button. Select one from a list. Add unique answer to form template.

Written by Danny Ballance
Updated over a week ago

Forms - Components (Assessment)

Assessment component. Pass/Fail with picture and comments. Pre-made true false.

Written by Danny Ballance
Updated over a week ago

Forms - Components (Tasks)

Create a new task from a form. Tasks. New tasks. Add task from Safety report. Create corrective action. Set follow-up task from report.

Written by Julien Lavy
Updated over a week ago

Forms - Components (Submit)

Form Builder, Components, Submit Button, How to use the submit button?

Written by Danny Ballance
Updated over a week ago

Forms - Components (Groups)

Group your components. Repeatable items in a form.

Written by Danny Ballance
Updated over a week ago

Forms - Field Dependency

Field dependency. Conditional display. Components.

Written by Julien Lavy
Updated over a week ago

Reports

Copy from Existing Report(s)

Copy all form data from a previous form to a new form.

Written by Danny Ballance
Updated over a week ago

Exporting Reports

Export by Report Type, create zip file or collated PDF

Written by Danny Ballance
Updated over a week ago

Adding Reports

Add a Site, Safety, Equipment or Company report.

Written by Danny Ballance
Updated over a week ago

Project Reports

Where can I view all the Site and Safety reports for a project?

Written by Danny Ballance
Updated over a week ago

Company Reports

Review, export all reports in Company Reports. View all reports.

Written by Danny Ballance
Updated over a week ago