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.
Edit a form in the project setup
If you would like to make changes specific to a project without affecting the global form going forward, you can do so via the project setup to isolate the changes.
How to edit a form in an existing project:
Click on projects in the left-hand sidebar
Select the project you would like to add the form to
Navigate to Project Setup in the top right-hand corner of your screen
Select the form you would like to update in the active section
Click the Edit button in the top left-hand corner
Make the changes to the elements as needed
Click the Save & Publish button to make the changes live for your operatives
⚠️ Changes made here will affect all job sheets made previously and in the future, so if you delete an element, it will be removed from all job sheets made with this form
Deleting a form
If you have made a mistake on a form or no longer need a particular form, you can delete it as long as it has not been used for a job.
How to delete a form
Click on projects in the left-hand sidebar
Select the project you would like to delete a form from
Navigate to Project Setup in the top right-hand corner of your screen
Choose Forms from the dropdown
Click on the 3 dots next to the form name
Select Delete Form from the dropdown
Select the Confirm button
If the form has been used or is currently in use, a message will show that you can only archive the form rather than delete
Select the Archive Form button to remove the form from use on the project
Archive a form
If a form has been used already within a project, you cannot delete it because it is linked to previous jobs and completed work. However, you can archive an out-of-date form, so operatives can no longer see or use it on any future jobs.
How to archive a form:
Click on projects in the left-hand sidebar
Select the project where you would like to archive a form
Navigate to Project Setup in the top right-hand corner of your screen
Choose Forms from the dropdown
Click on the 3 dots next to the form name
Select Archive Form from the dropdown
Click on the Archive button
The form will now sit in the Archived section and won’t be available to use by your operatives
Unarchive a form
How to unarchive a form:
Click on projects in the left-hand sidebar
Select the project you would like to unarchive a form from
Navigate to Project Setup in the top right-hand corner of your screen
Choose Forms from the dropdown
Go to the Archived section
Click on the 3 dots next to the form name
Select Unarchive Form from the dropdown
Click on the Unarchive button
The form will now sit in the Active section and be available to use by your operatives