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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.
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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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