FLHA forms: FieldTec's standard form and your own

• One form is in use at a time. Switch a form On, on its row in the list or on its own page, and every worker files on it from then on; the form that was in use switches Off.
• A new form is a draft. Switching it On publishes it; there's no separate Publish switch. Its page still says Draft or Published.
• Switching your own form Off goes back to FieldTec's form. FieldTec's form can't be switched Off on its own: switch on one of your forms instead, so crews always have a form to fill in.
• FieldTec's standard form is locked. To change its questions, hazards or critical risks, use Copy and edit the copy. Preview shows every section it asks.
• While it's in use, its card shows how many FLHAs were filed on it this month (with last month beside it), whether crew sign-off is built in, how many critical risks are switched on, and when FieldTec last updated it.
• While it's Off, its card also has a Hidden switch. Hidden On folds it into a slim row for every admin in the company; switch Hidden Off there to bring it back. Hiding never deletes anything: FLHAs already filed on it stay in All assessments and still open and export as filed.

Copy FieldTec's FLHA and switch your copy In use

1. Admin side → Field Level Hazard Assessment → Custom forms.
2. On FieldTec's card, press Preview to see every section it asks, then Copy. Your copy opens in the builder as a draft. FieldTec's form stays as it is.
3. Rename it, then change what you need. Each section is one of four kinds: Questions (asked once — job details, a signature), Repeating table (rows such as Task / Hazard / Controls or a crew list), Checklist (categories and items to tick) or Critical task checklist (your company's critical risks).
4. In a section, + Add question: type it, pick what it's answered with (Yes / No, short or long answer, a pick list, a number, a photo, a signature, a person, a location, equipment, a date or time, a tick box, or linked documents) and tick Required if it must be answered. The arrows move it.
5. Tick This is the end-of-shift section on the section answered after the shift, the way FieldTec's form does.
6. Press Save form. Nothing changes for workers yet.
7. Switch your form's In use On, on its page or its row in the list. It's published and every worker files on it from now on; FieldTec's form switches Off.

Going back is the same switch: switch your form Off and FieldTec's form is in use again. Want to stop seeing FieldTec's card while you use your own? Switch its Hidden On.