Forms are the questions users must answer for each Incident/Hazard/Near Miss. You can have multiple forms for different types of Incidents/Hazards/Near Misses.

To add a form, start by logging into the web app:

  1. Click Forms.
  2. Select Forms.
  3. Click New Form.


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Now you can enter the details:

  1. Enter a Title.
  2. Click the green plus sign to add a question.


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Now, you can add questions:

  1. Select or type a Section for this question. Questions can be split into sections, or all placed into one section.
  2. Enter a Prompt. This is the question the user will see.
  3. Click the three bars to select a Response. This is how the user gets to respond to the question.
  4. Optional: Select if the question is Mandatory.
  5. Optional: Enter the Regulatory Code relating to this question.


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If applicable, you can add an image that relates to this prompt:

  1. Click Image.
  2. Click the three bars to add an image.


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You can also re-order the questions by dragging and dropping them. When you are finished, click Publish.



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Now, you can attach this Form to a Subcategory.

  1. Click Settings.
  2. Click Incidents.
  3. Select a Category.
  4. Click the pencil to edit a Subcategory.

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  1. Select the Form to be used.
  2. Click Save.

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Please note: Users in the mobile app will need to Sync to see these changes.