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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 Safety Module.
MetaFeild DIY Library for Safety Form Templates
Several template forms are available to you under the Group name Predefined Form Templates (Copy Forms for Use). To use these templates as a starting point for form creation, you will need to first copy the form. Once the form is copied, you may customize the copied form to customize it according to your unique business needs.
Adding a New Form
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When Safety Record Number defaults on a Form, it is automatically configured to assign a new 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 Safety Record Number manually. |
Creating a New Form from an Existing Form
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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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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.
