Add Forms

Forms play a crucial role in ensuring that maintenance tasks are completed accurately, safely, and in compliance with regulations. By attaching standalone forms—such as checklists, emergency inspection reports, and risk assessment forms—to Work Orders, Supervisors can standardize data collection and improve record-keeping.

Forms help with the following:
  • Standardized Data Collection: Ensures all necessary details are captured consistently.
  • Improved Compliance: Helps meet safety and regulatory requirements.
  • Enhanced Accuracy: Reduces errors by guiding technicians through predefined steps.
  • Better Documentation: Maintains a clear record of inspections, risks, and completed tasks.

    A Work Order for servicing a high-voltage electrical panel can contain the following forms:

  1. Pre-Maintenance Safety Checklist: Confirms safety precautions (for example, power shutoff, PPE usage).
  2. Emergency Inspection Form: Documents any unexpected hazards found during the service.
  3. Risk Assessment Form: Evaluates potential risks and necessary mitigation measures.
By adding forms, Work Orders become more structured, improving safety, accuracy, and overall maintenance quality.
Note:
Forms are automatically assigned to Work Orders based on Equipment, Functional Location, Task List, Maintenance Plan, or Order Type.

To add forms to the work order:

  1. In the Forms section, tap the Add icon on the right side.
  2. In the Select Forms screen, select the relevant form and tap Confirm.
    Figure 1. Add Forms


    In the Forms screen, you can tap the More icon and select,
    • Duplicate to duplicate the form.
    • Remove to delete the form.