Form Templates

Introduction

Use a form template to record a measurement, log an activity, or track an event for record keeping. A form template contains a set of questions that the user can complete. To request an update to a form, reach out to your Validere account team.

Submitting a Form

  1. Navigate to Form -> Templates and use the search bar to search for the specific form template. If you don't know the name of the form you can navigate the list of available forms using the table or Form Categories page.

  1. After you find the form you are looking for, click on the name of the form to open the Form Detail page

  1. The Form Detail page will list out previous submissions under the From Submissions section. To submit a new submission click on "Create Submission"

  1. You will be redirected to a new screen where you will be required to answer each question in the form
    1. The form can consist of many different question types.
      1. Facility Dropdown
      2. Equipment Dropdown
      3. Dropdown's
      4. Open Text Fields
      5. Yes/No
      6. Date Fields
      7. Attachments
    2. An optional question is indicated by an 'Optional' tag in the top right of the question
    3. Conditional questions
      1. Certain questions are only required based on the response of earlier questions. (e.g was there a vehicle accident. if yes, please fill in details about the accident)
      2. These questions will only appear once the criteria is met

  1. To submit a form, populate each required question and scroll to the very bottom. You have two options
    1. Submit
    2. Save As Draft
      1. This will save the form in a 'Draft' Status that will allow you to edit it later before submitting

Viewing a Submitted Form

  1. Navigate to the Form Template Detail Page. The detail page will have a table of historical form submissions. By clicking on the row you will be brought to the form detail screen

  1. The form submission will display each section and within each section the questions and answers

Finishing a Draft Form Submission

  1. To finish a draft form submission navigate to the Form Template Detail Page and click on Drafts. Here you will view a list of all forms that are in Draft Status.

  1. Clicking on the link will open the form submissions with the questions and answers pre loaded from the state it was last left at.

  1. After filling in the remaining questions, you can submit the form or save as draft again. You will also have the option to delete the draft