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๐Ÿ“ How to create form templates
๐Ÿ“ How to create form templates

Audience: FaultFixers Admins. How to add new form templates to FaultFixers Web.

Updated over a week ago

Create a New Form Template

To digitise your forms and add them to your FaultFixers account, navigate to โ€œFormsโ€ > โ€œTemplate Managerโ€.

Generate a new template by clicking on โ€œCreate Templateโ€. This will generate a new form template that can be used across PPMs.

Give the form a name, e.g. โ€œMonthly Fire Extinguisher Checkโ€. Add a description so that everyone who needs to use the form can see the relevant context. This will allow people completing the form to have more detail regarding the background or purpose of the form.

To create the body of the form, you can follow the next steps:

How to customise Forms

Use the โ€œAdd Fieldโ€ button create to your documentโ€™s sections. You will see the following options:

You can start by creating a "Section" Field that can contain a repeatable number of checks. There are several options to choose from, depending on how you want to build the Form.

  • Section: Sections can be used to group several related fields as part of one check. Click "Yes" under "Required" if you want to make this field mandatory for people to complete.ย 

    The Label will be the name of the section. If you wish to create a form segment that repeats several times, you can choose "Section" and click "Yes" to "Repeatable". You can then add a field within that section.

  • Text: This will enable people completing the Form to type in a word or a sentence, depending on whether "Allow multiple lines" is "Yes" or "No".

  • Checkbox: This field will create a simple option with a check box that by default will be "Not ticked".

  • Date: Choose if you want to make it a mandatory field by selecting "Yes" to the "Required" field option.

  • Time: Use this field to create a specific Field containing only the date.

  • Date & Time: Use this field to have both date and time within the same field.

  • Dropdown: Use this field type to add your dropdown choices so that users can select from multiple options.

  • Photos: Use this field if you need users to include a photo when completing a Form. Usually, our customers would opt for not making this a mandatory field and selecting "Allow multiple photos".

  • Signature: a simple field where the person completing the form can add their signature.

  • Help text: the purpose of this section is to add background content to provide more guidance (users won't need to complete anything when this field is used).

You can reorder Fields by using the "Move up" and "Move down" buttons.

Important! Remember to save your changes by scrolling down the bottom of the page and selecting "Save".

To have a look at what the Form will actually look like, you can go to the left-hand side menu on FaultFixers Web > click on 'Forms' > click on 'Start Form'.


If you need more help, you can always get in touch with us at support@faultfixers.com.

Happy Days! ๐Ÿ˜€

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