SiteMax Systems

Danny Ballance

Carrina Jaime

Marjorie Galit

Creating, Managing & Collaborating Site / Safety Reports

Forms & Reports

Setting the location of forms, deleting forms, restoring versions of forms, managing compliance of forms, PDF settings, and form options.

Form Settings

Making admin changes to form and report permissions. Giving users form permissions, permissions templates.

Managing Form Permissions

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

Managing the Location of Forms

This article explains how to hide and unhide a form/report in SiteMax.

Hide and Unhide Forms

This article explains how to change assigned dates of forms.

Changing Forms Assigned Date

How to automate labelling for forms. How to create and enable form labels.

Create Automatic Labels

Using email distribution for forms and reports. Customizing your email distribution settings.

Email Distribution for Forms

Rapha Banson

Christian Hamm

Form Settings, Permissions, and Management

Forms

Build custom forms with our Form Builder Tool. Custom site reports, safety reports and equipment reports. Learn how to use the form builder.

Form Builder Overview

Form Builder components definitions and capabilities. Using components to format and customize company form templates.

Form Builder Components

Improving forms by utilizing components. Editing components, title-based visibility, repeatable list, and field dependency.

Editing Form Builder Components

Learn how to use autofill for calculations, automation, and project data. Using mathematical formulas to calculate in forms.

Form Builder - Autofill

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

Form Builder Components - Select

Use a column layout in forms. Display content in multiple columns and columns into columns. Optimize space in your form templates.

Form Builder Components - Column Layout

Customizing forms with columns. Customizing forms with group blocks. Customizing with submit button.

Form Building Tricks and Tips

Multiple choice in forms using Radio. Single select with Radio. Yes/No responses in forms. Using and editing the Radio component.

Form Builder Components - Radio

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

Form Builder Components - Tasks

Use the assessment component to Pass and Fail form items with picture and comments. Pre-made true or false.

Form Builder Components - Assessment

Form Builder, Components, Submit Button, How to use the submit button? Using the submit button for labelling and field dependency.

Form Builder Components - Submit

Group your components. Repeatable items in a form. Improve your form building skills.

Forms Builder Components - Groups

Field dependency. Conditional display. Components. Automation with field dependency.

Form Builder - Field Dependency

Julien Lavy

Using the Form Builder to Create Custom Form Templates

Form Builder

How to Access, Add, Create and Edit, Site Reports and Safety Reports on Web.

Site Reports and Safety Reports - Web

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

Company Forms

Equipment Reports

Using Company Reports to customize reporting on Project Summary, Purchase Orders, RFIs, Change Orders, Punchlist, and Submittals

Company Reports

Enable copying from existing forms to utilize the Form Builder's functionality to copy all information from existing forms.

Copy from Existing Reports

This article provides instructions on how to export reports across multiple projects at once.