Using Forms

Forms get used (i.e. filled in) when you add a record of some kind.

This can be a Training record, Asset record, Register record, Contact record, Risk record, or an Action added to an Issue or Incident. 

For everything except Registers, you will choose the form when you add the record. 

For Registers, you choose the form in the Register and the same form is used for all the records in that register. 

Choose a Form

Look for the orange button at the top of the form, e.g. here in a Training record: 

Click the button to open up the forms chooser drop-down menu:

Click on the drop-down menu area to open the list of forms. (the white box showing '---')

If you start typing, the list of forms will be filtered to matching items (based on partial text search). e.g., I type 'com' and Toolbox matched 'Verification of Competency' and 'Issue - Customer Complaint' forms:

Click on the form you want. Confirm your choice by clicking on the 'Choose' button again. To change your choice, just open up the drop-down menu again, or click 'cancel' if you don't want to add any form. 

The Form fields will appear at the bottom of the record. You can now fill them in along with the other Record fields and the data will be saved when you save the record. 

If you don't want the form anymore you can remove it (and any form data) from this record with the 'Remove Form' button on the right.