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About
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Safety Forms
This screen allows you to create your Group and Forms for use in ActivitySafety.
Adding a Group
Forms are categorized by Groups. Forms can only be associated with one Group. To add a Group, choose the Add Group button above the Groups grid. Enter the Group name and select save. You will need to add at least one Group to use the Activity Safety Module.
Working with Templates
By default, you will see a Predefined Forms group that contains two Forms: Special Inspection and Activity Log. These Forms cannot be altered, but can be copied into a new Form for you to customize.
Adding a New
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Forme
To add a Form, first you must select the appropriate Group to which the From will be assigned. Choose the Group and select the Add Form button. Enter the Form name and choose save.
When the form is added, three fields will default into your Form: Activity Safety Record Number, Technician Employee and Safety Date. These fields are required by the system and you will not be able to remove them. You can change the field label that will be presented to your users or various other attributes of these fields. You may also choose to not add these default fields to the Report.
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When Activity Safety Record Number defaults on a Form, it is automatically configured to assign a new Activity Safety Record Number that is unique per form and project. You can change this default setting so numbers are assigned Unique By Form, Unique By Project and Form, Unique by System, or Unique per Project. You also may remove this setting, which will allow the user the option of adding the Activity Safety Record Number manually. |
Creating a New Form from an Existing Form
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| Step | Description | Example |
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| 1. | Find the Form you want to copy and choose the copy icon. |
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| 2. | Copy Form dialogue will open. Enter the new Form name and select the appropriate Group to which the new Form should belong. Select Save. |
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Building Your
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Safety Form
Once you have added your Form, you are ready to begin building out the fields that display on your Form. This will be done in the Form Designer section of Administration.
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To access the Form Designer, click on the Form Name which will open the Form Designer screen.
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Moving Forms to a New Group
You can move Forms from one Group to another Group by selecting the scissors icon next to the Form. Next you will need to select the Group to which you would like your Form moved.
