How to Create a New Form

The Form Management feature allows you to create two types of forms:

• Regular Public Form – for collecting feedback or reports from users.

• Work Order SOP Form – for attaching as a Standard Operating Procedure (SOP) under work orders.

Follow the steps below to create a new form.

1. From the left navigation bar, select Form Management.

1. The Form Management page will display all existing forms.

1. Click the “+ Create New Form” button at the top-right corner.

1. A form creation window will appear.

Fill in the required details:

• Form Title – The name of your form.

• Form Type – Select one of the following:

  • Regular Public Form

  • Work Order SOP Form

• Description – Provide a short description of the form’s purpose.

• Categories – Choose a category to help organize and manage your forms.

  • If the category you need does not exist, simply type the category name and press Enter.

  • The system will automatically create the new category and assign it to your form.

*Form Assignment –
For Work Order SOP Forms, assignment is not required, since these forms will be attached directly to Work Orders.
For Regular Public Forms, an assignment is required. You must specify where and how the form will be accessible (e.g., linked to a location, QR code, or access rule).

1. Use the field editor to add input fields such as:

   • Text fields

   • Dropdowns

   • Checkboxes

   • Date and time fields

   • File upload (if enabled)

2. Drag and arrange fields in the desired order.

3. Configure field properties (required/optional, instructions, etc.).

1. Once all fields and settings are configured, click Save.

2. If ready to use, select Publish.

   • Published forms will be available immediately according to their type (Public Access or Work Order SOP).

✅ Your form is now ready to be used! Regular Public Forms can be shared with users, while Work Order SOP Forms will appear under assigned work orders for workers to follow.