Member Declaration
Requires the operative or whoever is filling out the form at the time to make a declaration that they have read through the relevant documentation, work is being carried out in accordance with professional trade body requirements, and they are qualified and compliant to undertake the inspection or survey on this project.
Approvals
Approvals are an essential part of the quality assurance process, allowing you to easily approve or reject work submitted by operatives. Once approvals are configured within a project, you can assign them to specific forms as needed. Additionally, you have the option to display approval stages on the PDF report.
💡 Find out more about setting up approvals in projects
Location Attributes (available only via project setup)
Capture your own unique location references by enabling the location reference field. This is particularly useful for projects being run without drawings.
Automations (available only via project setup)
Control the status of a location when the form is being used.
Advanced options
With each field type added, you can add more advanced options to add further detail and evidence to your forms. The information collected using the advanced options will then also show on the reports for your clients.
Field | Description | Example |
Location Reference field | Particularly useful for projects run without drawings, describe the location where work is being carried out instead of dropping a pin | Block A, Level One, Room 2 |
Variation Field | Identify if there has been a variation at a certain location, or work has been carried out at additional locations not in the original scope of work | Scope of work required: 10 fixes, but 2 additional fixes were found when on site and requested to be completed by the client. |
Zone Field | Used when zones have been added to a project via site manager, they will come up as options for the operatives when completing work in that location. | School: Maths, History and English Department |
Specification Field | Specialised or one-off information and documentation uploads | Installation instructions, data sheets and tech subs |
QR Code | Enable for QR code linking to particular sheets or pins | After completing a survey a location can be tagged with a QR code, operatives can then scan when they perform an installation to retrieve all the relevant information and link the install to the same pin/location |
Don’t Enforce Required Fields | Allows operatives to skip required questions on a form | Where questions are necessary but not mandatory, such photos that are needed for some installs but not others |