With Onetrace, you can quickly and easily create, customise and save different forms for every type of job or trade. Customisable forms can be created for any type of survey or inspection, leveraging a variety of field types. These forms can then be saved as templates to be used across multiple projects by any operative.
Scaleable operations - by using customisable forms and project templates, you can standardise survey and inspection processes across projects, making it easier to scale operations.
Improved data accuracy - mandatory fields and structured field types (such as drop-downs and yes/no options) reduce human errors, ensuring consistent and reliable data capture.
Library vs project setup for forms
Library (global area): | Project Setup (specific project area): |
This is your form builder hub | Where you apply forms to actual projects |
Changes made here affect all future projects; with existing projects, the updated form will need to be added to the project for operatives to work from. Learn more about best practices for forms. | You can make edits here without affecting the original global form |
Ideal for creating a “gold standard” - the base structure for surveys, installs, reports, etc | One-way street for editing, you cannot push changes from project setup back to the library. |
Think of it as your master configuration centre | You can archive forms if outdated and copy updated forms from the library |
Field types
Field | Description | Example |
New Section | Organise your forms by section to make it easier and more efficient for your operatives to navigate the form on site | For fire doors, sections can be used to break down the exact area of the door where work is being carried out, e.g. hinges or frames |
Conditional | Add additional logic/steps to field(s) based on the answer to the lead question. If conditional questions are not needed, they won’t appear on forms. | Lead question: Does the seal need to be replaced? |
Text | Single or multi-line text option for shorter or longer descriptions | Can be used for descriptive information and comments about the work carried out |
Yes/No | A toggle to select either yes or no | If remedial work needs to be carried out |
Select | A single select option, useful for making sure only a specific option can be added - reducing human error | Adding a fire rating, a list of manufacturers |
Signature | Add a ‘wet’ signature option for your operatives to sign | Signing completed works accepting the work has been completed and is compliant with the initial brief |
Materials | Choose from the selection of materials added to the project or by default from the library | When an operative has access to the materials database within the library or the specific materials to the project, the type of material used, quantity/dimensions used during that particular install or survey |
Number | Number only input with decimal place included, letters won’t be allowed | Meter readings, measurements, gap sizes not related to a material |
Date & Time | Primarily used for past or future times and dates, as Onetrace is auto-stamping for present work. | Used for surveys that have previously occurred and installs when a maintenance is due in the future. |
Multi-select | Select multiple options from a question or statement | Passing services, where you need to select more than one option such as water pipe and sprinkler pipe |
Photos | Upload photos of work carried out from a device on site or take a picture live | For the before and after evidencing of work |