Using Templates

Templates are pre-defined forms which you can import and edit if necessary. To use a template, from the Forms Manager, open the Template Forms section where the available templates display. Select the template you would like to use and select Import. The Template opens in the My Forms section, where you can view it or select the edit icon to open it in Forms Designer and customize it to meet your needs. The following templates are currently available for import.

Daily Log

The Daily Log form allows you to log work performed and information about the work. You can include the names of the workers, the job role, and the hours worked for each job role.

Safety Checklist

The Safety Checklist form lists common safety guidelines. The form allows the observer to note if each guideline has been followed correctly. The observer can also identify himself/herself and provide information about the observation, including date, and place.

Meeting Minutes

The Meeting Minutes form allows you to summarize your meetings. You can include information about the content of the meeting, including meeting attendees and meeting items with their due dates. You can also attach the resulting work orders and specify the assignee.