Forms and inspections¶

Forms replace the paper checklists of the construction site: safety check, daily report, acceptance of a piece of work, building visit and so on. They are filled in on site, with photos and a signature, then sent. A Word report is produced automatically.

A Not conforming answer can create a task, placed at the right spot on the drawing, with the comment and the photos taken on site. The corrections are then followed with the tasks, as usual.

The video shows the templates, the inspections, filling in on site and the report.

The terms to know¶

Form template

The list of questions, in the order in which they are filled in on site. For example, the Safety inspection template contains the questions "Helmets worn", "Scaffolding complete and checked" and so on. You prepare a template once and use it for as many forms as you need. See Form templates.

Form

One copy of a template, to be filled in by a named person, before a date, possibly at a spot on the drawing. Each form has a number: F1, F2 and so on. It is first to fill in, then sent. Once sent, it is locked. See Fill in and track forms.

Inspection

A round of several forms, placed at different spots on the drawings. For example, a safety check on each floor, then the acceptance of a room. You prepare the inspection once, then start it each time it has to be done. It is closed when all its required forms are sent. See Inspections.

Non-conformity

An answer that reports a problem: Not conforming, a score that is too low, a measure outside the tolerance or an important box left unticked. When the form is sent, each non-conformity can become a task.

Word report

The document that keeps the record of the form or inspection: answers, photos, signatures, an extract of the drawing and the list of non-conformities. It is produced automatically when the form is sent or the inspection is closed.

Who does what¶

A form can also be filled in on the web, for example for a check done on paper and copied at the office.

Turn on forms in a project¶

Forms are off in a new project. To turn them on, the project administrator opens Settings, then the Features tab, and switches on Forms and inspections:

A Forms section then appears in the project menu, and a Forms to fill in layer on the drawings. Switching the option off hides everything and deletes nothing: the forms and the reports come back if you switch it on again.

Permissions¶

Each member has an access level for forms, set in the member permissions window, Forms section:

The project owner and the members with Full control have every right on forms.

On the dashboard¶

When forms are on, the dashboard shows four more cards:

• Forms to fill in, including those assigned to you;
• Forms late: their due date has passed;
• Open inspections, for the people in charge;
• Non-conformities (30 days): the not conforming answers of the forms sent in the last 30 days.

Each card leads to the matching list.

Going further¶