Forms

Forms Overview

The Forms feature in the Trackplan FM system allows you to set up a checklist, survey, inspection, risk assessment, permit to work, or meter reading form. Forms can be attached to reactive jobs and planned schedules for completion by the FM team or contractor, either in the main application or in the apps.  You can also complete forms […]

Form Designer

The Form Designer area allows you to create forms and customise them based on what they will be used for. You can set up and design as many forms as you like with 12+ question types such as pass/fail, drop-down, photo, signature, text-box. You can also attach multiple forms to a job, whether planned or reactive. To design a new […]

Form Categories

Form Categories allows you to categorise your electronic forms. If you have many forms, then the categories will help to organise and develop your forms. Set up Form Categories via the Settings Area To create a form category select the Add Form Category button at the top-left of the page: This will create a new row in […]

Form Results

Form Results displays a grid of the forms that have been Issued and Submitted. The grid can be customized to display various columns containing information related to your form by selecting the relevant columns from the list as shown: You can also filter the Form Results as shown below. The Forms Results page also allows you to export […]

Form Library

Forms  (for inspections, checklists, surveys, meter reading etc) created in the Form Designer can be flagged for use in The Form Library, by setting the scope flag in the Form Designer. Ordinarily forms you create in the Form Designer  are then sent out with reactive or planned jobs for completion by users, engineers and contractors, either from […]

Inspections and Checklists

One of the form types you can create with the Form Designer is an Inspection form. Inspection forms can be created and designed in the Form Designer area, and can be sent out with reactive jobs when instructing a job, or planned jobs by attaching to a planned schedule. By designing a form that can […]

Meter Readings

Forms for Meter Readings can easily be created with the Form Designer. Meter Reading forms can be created and designed in the Form Designer area, and can be sent out with reactive jobs when instructing a job, or planned jobs by attaching to a planned schedule. By designing a form that can be attached to […]

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