The Health And Safety Custom Forms feature allows for the creation of new forms for employees to supply additional information as required.
This feature is accessed via> > .
This page presents with a grid of forms that have been created. The grid can show 10, 25 or 50 entries per page (depending on the number forms created) using the drop-down menu.
Entries can be searched by the name of the form or the user who created the form.
The Custom Forms grid shows:
Submissions for a form can be seen by selecting the blue button on the relevant form.
Managers will only see the submissions for the users they are set to line-manage.
Four of the columns in the grid reflect some of the fields entered in your form. You can customise which fields you want showing in the columns using the Toggle Columns area (up to four custom columns toggled at a time).
If a form has been edited in any way, you will be able to view previous versions of that submission using the yellow ‘‘ option.
Alternatively, a submission can be archived using the red icon. If a submission is archived, it will no longer be visible to the user.
A list of archived submissions is available using the ‘‘ option at the top right.
This also allows the viewing of the history of a submission, as well as restoring a submission from the archive to the active list.
Note – a form can be moved back to the active list using ‘.’
Once a form has been created and enabled, users can fill out enabled forms by navigating to> .
On page is a list of forms that have been enabled, and when the user last submitted a form. Against each form are two buttons:
Once the form has been complete and submitted, an email notification will be sent advising the form was filled in.