Forms

Forms is a feature that allows users to create and customize checklists that can then be used inside Guides. Forms is part of the Task Management add-on. Users must purchase Task Management to have access to Forms.

With forms, users can create checklists of questions to be answered or tasks to be done. A single form can be used to create a list of subitems required to complete a specific task. For example, a form can be created that is a checklist of tasks that must be completed as part of a manager's opening duties. Or, a form may be created with a list of items and questions that must be filled out when completing an injury report. Forms can be created for both scheduled and unscheduled tasks and can be created to be available for a specific location or multiple locations.

To create a form, users with the appropriate permissions can create form templates. When a form is needed, users will fill out the form that is based on the form template. These can then be submitted when completed.

Forms integrate with Task Management. When a task management guide is created, users can utilize the form task type, which will require the creation or submission of the selected form to complete the task on the guide. All submitted and completed forms will be listed on the Existing Forms list.

Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience. 

Security

Navigation

This page can be accessed by clicking Forms from under Forms in the left navigation menu.

Forms Page

	Field	Description
1	Form Templates	A preview of existing form templates will appear in this section. The most recently used forms are previewed in this section. Click the arrow icon to expand or collapse this section.
2	Template Actions	Template actions can be used to do the following:   - Search the form templates for a specific template using keywords.   - Refresh or update the form templates.
3	View All Form Templates	Opens the assortment of all form templates.
4	Build New Form Template	Creates a new form template. Learn more about creating form templates.
5	Template	An individual form template. Clicking on a template tile will open up the form template, where users can view or edit the template. This is dependent on both the user and form permissions. The template tile will have the following information: Form template name Last used by information Form template description Fill Out Form button
6	Fill Out Form	Opens the selected form to complete.
7	Existing Forms Grid	List of all existing forms both in progress and submitted. Each form entry listed includes the following information: Form Number Location Category Form Date Status Completion Submitted By Read more about the grid columns below.
8	Grid Functions	As with all smart grids, the Existing Forms grid on this page features the following table functions:   - Search for specific keywords.  - Save/edit Table Views.  - Select which columns to show or hide on the grid.  - Filter column information  - Edit Row Height to be smaller or larger. This function is accessible from the menu .   - Export the table to a .csv file. This function is accessible from the menu .  - Refresh. This function is accessible from the menu . Learn more about working with Smart Grids here.

Existing Forms Grid

Form Templates Page

The Form Templates page can be opened by clicking the View All Form Templates button from the top right corner of the Forms page. This page will list all the available form templates. 

Users can elect to view the form templates in tile view or grid view. Clicking the tiles iconwill show all the form templates as individual tiles.

Clicking the list icon will show all the form templates in a grid view.

Create a Form Template

To fill out a form or assign a form task type on a guide task, users must first create form templates. Form templates can be created from the Forms page. Learn more about creating a form template.

Complete a Form

Forms can be completed as part of a scheduled guide task or when a form may be needed to complete an unscheduled task, such as an injury report. Users must complete the tasks on the selected form before submitting. Learn more about completing a form.

Form Task Type

Users with the appropriate permissions can create form tasks. Adding a form task to a guide will require users to complete or create a specific form in order for the task to be marked as complete. Learn more about the Task Management: Task Types.