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Basics of Forms & Checklists

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Purpose:

To Create your own Forms & Checklist.

Background:

In Contractor Foreman, Forms & Checklist is a good place to create your very own Forms or Checklists as per you liking.

 

Points to Remember:

To save your work, click the blue “Save” button.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Form or Checklist needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create Forms & Checklist:

  1. Navigate to Main Menu.
  2. Click on Forms & Checklists.
  3. Click on blue button “My Favorites” “Company Forms” “All Forms & Checklist Library”
  4. Enter the following information:

My Favorites:

  • Build a New Form:
  • Form Status: (Mandatory)
  • Form Name: (Mandatory)
  • Notes:

Company Forms:

  • Build a New Form:
  • There are some Forms already available for you to select from:
  • Form Status: (Mandatory)
  • Form Name: (Mandatory)
  • Notes:

All Forms & Checklists Library:

  • Build a New Form:
  • Gives you a number of Forms already available for you to select from:
  • Form Status: (Mandatory)
  • Form Name: (Mandatory)
  • Notes:

 

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