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Forms & Reports
Creating, Managing & Collaborating Site / Safety Reports
20 articles in this collection
Written by
Danny Ballance,
Afan Haque,
and
Suyoung Ahn
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
Afan Haque
Updated over a week ago
Forms - Email Distribution
Form builder settings. Email distribution for forms.
Written by
Afan Haque
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
Afan Haque
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
Suyoung Ahn
Updated over a week ago
Forms - Components (Column)
Use columns in forms. Display content in multiple columns. 3 columns. Columns into columns.
Written by
Afan Haque
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
Afan Haque
Updated over a week ago
Forms - Components (Assessment)
Assessment component. Pass/Fail with picture and comments. Pre-made true false.
Written by
Afan Haque
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
Suyoung Ahn
Updated over a week ago
Forms - Components (Submit)
Form Builder, Components, Submit Button, How to use the submit button?
Written by
Afan Haque
Updated over a week ago
Forms - Components (Groups)
Group your components. Repeatable items in a form.
Written by
Afan Haque
Updated over a week ago
Forms - Field Dependency
Field dependency. Conditional display. Components.
Written by
Suyoung Ahn
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