Client Forms

This is where all client forms that have been assigned to you are located.

How to Access Client Forms

You access client forms from the Home screen.

Completing Client Forms

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Forms must be assigned to you by the client

To clarify, in order for you to complete client forms they must first be assigned to you by the client.

1. Click on the Client Forms button on the Home Page screen and you’ll be taken to the clients list:

The client list

Listed here are all your clients. As you can see in the image, above, I have only the single client – CASSA Testers Inc.

2. Click on the client for whom you wish to create this form and the available forms will display:

Your available forms

3. Select the form you wish to use. In this instance, I’ll select the Workplace Inspection form:

I selected the workplace inspection form for this example

The fields that you see will all depend on the type of form you’ve already created and added.

As you can see from the screenshot above, I need to enter the following:

• Project/Workplace name
• Date
• Address
• Notes, as well as a list of expandable problems that may need to be addressed, such as Sludge/Contaminated soil, hazardous wastes, etc.

Note: what you see may on your form(s) be different to the above, but the functionality is the same.

As with any form, you can scroll-down to see the full list of fields and items to be completed.
However, before completing these fields, it’s important that we fill in the site details.

4. Click in the Project/Workplace name drop-down field and a list of projects/workplaces will display:

The list of available workplaces will show as a dropdown. Scroll through and select, as necessary.

5. Select the required workplace and then click on the Ok button. The workplace will be selected:

Once the workplace has been selected, you can continue with your form

6. Enter your other details. If you click on the Sludge/contaminated soil/other drop-down and you’ll see:

A sample of additional details you might need to provide when answering questions or statements on the form (your form may show different items)

Now you can add:

• your write-up in the text field –this is self-explanatory
• Select whether an action is required (Yes, No, N/A) – also self-explanatory
• Add an Action, if applicable
• Add a Photo, if applicable.
• Add additional comments, as required.

You will repeat this for each form item. Let’s now look at the add Action and add Photo functionality.

Add an Action

To add an action:

1. Click on the Action hazard triangle and the Action form will display:

The action form

This should all be self-explanatory.

2. Click on Other and select from the drop-down list:

Select the action type you're reporting on

3. Add Details of the Issue, Action to be taken, and the full name of the Responsible Person; all are text fields.

4. Select the Date to be closed out by from the calendar field.

5. Check that all fields are correct and then click on Done.

If you need to add a photo, go to Add a Photo. Otherwise, continue completing your form and, once complete, go to Completing Records.

Add a Photo

To add a photo to the inspection:

1. Click on the Photo icon on the form page and the media screen will display:

The media screen - the screen on your device will likely differ

2. Click on the + button to display the drop-down options:

Select to take or open a photo

• Click on either Take Photo to enable your device’s camera
• Click on Open Photo to access your device’s photo library from which you can select an image.

3. Select the photo or image you require:

Your image will then appear in the media screen

4. Click on Back to return to the main form.

5. Continue to add your form by adding additional actions or photos.

6. Once complete, go to Completing Records.