Custom Form Builder - Top Level Categories
Before exploring the custom form builder you should have a basic understand of how the Top Level (Master) Form Types, Form Categories & Equipment Categories work, and how these are structured and how the reporting system works in relation to the Categories.
The Masters (Top Level Items)
Form Types, Top Level Form Categories, Top Level Equipment Categories.
These Top Level categories items are not editable, these may be added to on occasion, as a site admin you may be able to hide/remove a category if this is not applicable to your workplace.
Form Types (Not Editable)
- Audit
- Maintenance
- Incident
- Pre-Start
- Shutdown
- Competency & Training
- Food Safety
- Inspection
- Safety
Top Level Form Categories
- Incident Type
- Type of Injury
- Type of Medical Issue
- Incident Location
- Incident Factors
- Severity
- Food Categories
Top Level Equipment Categories
- Food Operation Equipment
- Office Equipment
- Cleaning
- Maintenance
- Grounds
- Building
- Vehicle
There are basic master categories that have been added by default to every site, which site admins can add/hide as needed. The custom form builder lets sites create and report on the categories & their own custom categories within custom forms and custom categories.
So you want to add your own Categories? Great!
Which Form Categories are you adding to, for example, I want to add an additional category under "Incident Type" called "Contractor Incident"
Under the "Custom Form Builder" Menu, select Categories.
You will be shown a table of all categories that are customisable, click the + button top right corner of the table.
the "Add Custom Category", screen will appear, you will need to select the Top Level Form Category (Don't get this mixed up with Form Types), then you will need to enter your Custom Form Category name. Before you save you will need to select which Form Type you want this to used with, then click save.
If you have any issues with the form builder you can email support@sm8a.com.au