Review and customise your Health & Safety forms
Did you find that your Health & Safety forms are a bit different from what we have in the App?
Everyone does Health & Safety a bit differently, our forms are a template to start with that you can customise to suit your business's Health and Safety. Have a play around with customising your form's contents and schedule.
- Go back to the Web Console (computer)
- Go to Forms
- Click the Pencil icon to edit any pre-existing forms schedule or content
- OR Click the Orange plus icon to add your custom forms
A few tips for you:
- Every user on Site will get their own copy of the scheduled forms each day, that way everyone is responsible for their own Health & Safety. If you want to assign forms to certain users then you can set up User Groups.
- You can't delete the SAP Default forms, if you want to take off the forms you don't use you can turn a form off completely so it doesn't show up on the app at all.
- The Form Schedule is set at a Company level, you can't assign forms to sites. You can use Pinned Forms to create a live form that's relevant to one Job but this is only relevant for Live Forms or Registers.