PRACTICAL GUIDE

Forms and inspections

Build custom checks with pass/fail answers, logic, signatures, photos, video and approvals.

STEP 01

Choose and customise a starter

Starters provide a practical structure while keeping every field editable.

  1. 1

    Open Forms and choose the vehicle, plant, incident, toolbox, handover or service starter closest to the job.

  2. 2

    Rename fields, reorder questions and add text, number, date, choice, true/false, signature, photo, video or document inputs.

  3. 3

    Save changes as a draft while they are reviewed. Publishing the replacement moves assigned assets, sites and schedules to it while completed records retain their original version.

STEP 02

Add evidence and conditional logic

Ask for proof or follow-up only when the answer requires it.

  1. 1

    Select a question and set its required state, acceptable answer and failure severity.

  2. 2

    Add a follow-up field and choose the answer that makes it visible.

  3. 3

    Require a photo, signature, video or note when a failed response needs supporting evidence.

STEP 03

Review and approve submissions

Supervisors can verify evidence and preserve the decision in the audit trail.

  1. 1

    Open Submissions or the Operations inbox and select the record awaiting review.

  2. 2

    Check the answers, GPS context, attached evidence and any defects created by the inspection.

  3. 3

    Approve or reject the submission with a clear note. The decision, reviewer and time remain attached to the record.