Linking to a Completed form within a Form

Need to refer to another form in your Health & Safety Forms?

The Link to Completed Forms question type gives you the ability to link to a previously completed form when completing a form.

A few examples: 

• Incident Investigation, refer back to the completed Incident form for the incident you are investigating 
• Referring to a previously completed Risk Assessment while completing an Incident Report 
• Making a completed form a talking point in a Toolbox Talk

How to Link Completed Forms

You can add this feature to a new form, or to an already existing form.

1. Log in to the Web Console (Computer Login) 
2. Go to Forms 
3. Edit an existing form or create a custom form
4. Add a Question 
5. Make the Answer Type: Link to Completed Form 
6. Select the Form Category that your Form is in 
7. SAVE 
   
   
   

   

When you are selecting your linked form, this will bring up a list of all forms completed in the last 30 days in that category. If the form you are looking for is not there you will need to check: 

• The date it was completed 
• The form category (e.g. Hazard Analysis, Inspection Reporting, Start of Day, Troubleshooting, etc)