All forms by category
Forms grouped by category; add, rename, reorder or remove categories.
Where: Dashboard → Forms → All forms
Who can: Forms: View
Forms
Build a form in FieldTec or upload the one you already use. Workers pick it from a searchable list, fill it in online or offline, and admins sign it off and turn findings into action items.
Who uses itWorkerSupervisorAdminPlanAll plans
On the admin side
8 featuresDashboard and the Admin paneAdd a form
Give it a name and category, then build it, or choose Uploaded file and attach a PDF, fillable PDF, Word or Excel file.
Where: Forms → Add form
Who can: Manage Form Types right
Form builder
Fields of every kind, with a live preview.
Where: Form → Fields
Who can: Manage Form Types right
Assignments
Require a form for positions, on a location (for example the annual evacuation drill) or an asset category, by months or days. Never done is kept apart from overdue.
Where: Form → Assignments
Who can: Manage Form Types right
All submissions
Every filed form, with filters including source, sorting and export.
Where: Forms → All submissions
Who can: Forms: View
Sign off
Turn on Require admin sign off. Each submission is signed on the document itself; a later change marks the signature as on an earlier version.
Where: Waiting for approval → Review and sign
Who can: Sign Off Form Submissions right
Add action item
Turn a finding into an action item for a person or a position.
Where: Submission → Add action item
Who can: Forms: Edit
On the worker side
3 featuresFieldView and your profile menuPick the form first
A searchable list of every active form; only the one you choose opens.
Where: FieldView → Forms
Who can: Everyone
Fill it in
Questions, photos and signatures, online or with no signal. It uploads by itself later.
Where: Forms → form
Who can: Everyone
An uploaded form
Tap Download the form, fill it in on a computer, tablet or paper, then Upload the completed form.
Where: Forms → form → Upload completed form
Who can: Everyone
Related articles
- Forms: build a form, hide a question, and assign it to locations and assetsAdd a form built from questions or a file; take a question off the form without losing its answers; require it for positions, asset categories and locations.
- Forms: use your own PDF, Word or Excel formUpload the form you already use, let workers fill it in and send it back, and turn what they find into action items.
- Working with no signalFill in FLHAs, forms, incidents, observations and inspections, and read procedures, SDS, quick reference and notices, where there's no signal. Everything uploads to Fieldtec by itself the next time the phone has signal.