Altering an Existing Form

Edit and add to existing forms to match your business needs

A common example of this would be altering the Site App Pro Toolbox Talk form. We have provided a template version with examples of talking points, but each business can do this differently depending on their field of work. 

In this Article

Edit an Existing Form

  1. Login to the Administration Console (Computer)
  2. Click Forms 
  3. Click the pencil icon next to the form you want to edit 
  4. You are then able to edit the scheduling and questions within a form 
  5. Choose the User Groups this form relates to
  6. When you have made the desired changes click on the SAVE button at the bottom of the form 
  7. Back at the Form menu, your form will display without the orange SAP* box beside it. This indicates the form has been changed

Editing Existing Questions

  1. Scroll down the Form Design 
  2. Click on a question - this will expand it so you have a full view 
  3. Click on the Question Text, you can delete this or add to it as your need to 
  4. Click on the Prompt to edit 
  5. Click on the Answer Type, you can select from many different answers such as short text, yes/no, checkbox 
  6. Use the icons to bin icon to delete the question or the square icon to duplicate your question. If you duplicate the question, the duplicated version will show below the original

Add a New Question

  1. Click on the + icon
  2. Type in your question text 
  3. Add a prompt e.g. Task complete or done?
  4. Change the answer type. Site App Pro has 30 answer types. The most commonly used types are: checkbox, short text, Yes/No, multi-choice. There are also options to pick from a list of staff, equipment or resources
  5. If you want to make you question compulsory make sure the "Required" is displayed as a orange butto

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