How to maintain and amend forms in your Onetrace library. With Onetrace, you can update forms at any time, in line with new accreditation or if further detail or evidence is needed for installs and surveys.
Editing an existing global form
How to edit an existing global form:
Head to the Library in the bottom left-hand corner of your screen
Select Forms
Navigate to the form you would like to edit
Click on the Edit button
Edit the section or elements that you would like to update
Click on the Save & Publish button to save the changes to the form
These changes will be made available for all projects going forward
⚠️ Updating a form in the Library does not update forms already linked to existing jobs.
Deleting a form
How to delete a form:
Head to the Library in the bottom left-hand corner of your screen
Select the form you would like to delete
Navigate to the three dots next to the Edit button
Choose Delete Form from the dropdown
Type in DELETE in capital letters to confirm the deletion
Select the delete button
⚠️ If the form has been or is being used on a project, you will not be able to delete it, but will instead need to archive the form so operatives can no longer see or use it on any future jobs.
Archive a form
How to archive a form:
Head to the Library in the bottom left-hand corner of your screen
Select the form you would like to archive by clicking on the checkbox next to the form name
You can select multiple forms at once to archive at the same time
A toolbar will pop up with a folder icon
Select the folder icon to archive the form
💡 Use the filter at the top of the forms table to switch between active and archived forms
Unarchive a form
How to unarchive a form:
Head to the Library in the bottom left-hand corner of your screen
Navigate to the filter currently displaying active forms
Select Archived Forms from the drop-down
Select the form you would like to become active again by clicking on the checkbox next to the form name
You can select multiple forms at the same time
A toolbar will pop-up with a folder icon
Select the folder icon to re-activate the form
Best practices for managing forms:
Versioning forms - archive and rename out-of-date forms to avoid your operatives accidentally using the wrong form when on site.