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Forms and templates

Start from a form, not a blank page

Below is a sample of what comes in the box. Pick one, change the fields and the wording to suit your site, and it is ready. Every form saves straight to a SharePoint list.

The drag-and-drop form builder editing an incident report, showing conditional fields, a body-diagram injury picker and the SharePoint field list

Safety

  • Incident report
  • Hazard report
  • Near miss
  • Injury or illness
  • Safety observation
  • Corrective action

Risk and compliance

  • Risk assessment
  • SWMS review
  • JSEA / JSA
  • Change management
  • Non-conformance (NCR)
  • Audit
  • Inspection

Assets and maintenance

  • Plant and equipment register
  • Maintenance request
  • Breakdown report
  • Asset inspection
  • Pre-start checklist

People

  • Induction
  • Training record
  • Competency assessment
  • Visitor registration
  • Contractor registration

Permits

  • Permit to work
  • Hot works
  • Confined space
  • Excavation
  • Isolation / LOTO

Environmental

  • Environmental hazard
  • Environmental inspection
  • Waste tracking
  • Spill report

Management

  • Action register
  • Meeting minutes
  • Toolbox talk
  • Management review
  • Improvement suggestion

That is a selection, not the whole list. New forms get built by your team whenever a new process turns up.

Public forms

Some forms need to reach people outside your tenant. A contractor signing in. A member of the public reporting a spill. Publish a link, no login required, and the response still lands in your SharePoint list.

Internal forms

For staff who are already in SharePoint, these replace the plain default list forms with something that handles person fields, lookups, attachments and the rest, and looks right on a phone on site.

A form on its own is just paper

The value shows up when a submission starts a workflow and ends as a signed record. That is the next page.