MyForms

October 13, 2021
Kevin Kholer

Overview

MyForms allows you to create, edit and clone custom forms from within your events management system. Keep all of your forms online, and access instant reporting on inputs and responses.

What does MyForms do?

Create custom forms within your events module
Review completed forms instantly
Copy and edit existing forms
Engage your team to take safety into their on hands

What kind of forms can you make?

Hazard assessments
COVID 19 management
Workplace Inspections
Equipment Inspections
Training
Communications
And more! Your imagination is the limit

MyForms will work for any type of form you want to create, whether it’s related to health and safety or not.

Step 1

Log into Compliant.

Click on Events

Step 2

Click on MyForms

Step 3

Click on Create New Form and follow the next steps to build your form:
- Chose a category, add a title and description
- Chose whether the form triggers a workflow
- Select whether it’s Leading or lagging
- Check the box if it is a sensitive event to restrict who can see it

Step 4

Click Create your Custom Event Form

Step 5

Click on your newly created form in your MyForms home screen

Step 6

Click on Edit your form’s questions

Step 7

You will now create your first question group. A group is a theme for a set of questions – this is the title for a group of questions on a specific form. Click on Add your first question group. Note: you may copy question groups from existing forms by clicking Copy questions from an existing form

Step 8

Add a title and instructions for your question group and click Save

Step 9

Continue the last step to add more question groups by clicking Add another group, or start adding your questions by clicking Add your first question

Step 10

Add a question:

Choose the type of question in the drop-down field. Note that each question offers different options

2. Add your question and guidance details in the following fields, and select if the question requires an answer, and if the answer should trigger an additional workflow. Click Save