All help topics

Forms

Every field type explained

Twenty-plus field types: when to use each one.

Decision types

  • Pass / Fail / NA: three-state inspection answer. Failures can be flagged and routed to a corrective action.
  • Yes / No / NA: softer three-state for questions like "Was anyone injured?"
  • Check Box: a single ticked confirmation. Use for "I confirm I have read..."
  • Pass / Fail Total: auto-tally a section of Pass/Fail/NA items into a "Passed X / Failed Y" summary.

Text and numbers

  • Short Answer / Long Answer: open text. Long Answer expands as the worker types.
  • Text Info Block: instructional text the worker reads but doesn't fill in (Markdown-style emphasis allowed).
  • Number Only: numeric input with optional min, max, and decimal places.

Choice lists

  • Drop-down List: Select One: single-select. Can be backed by a managed list.
  • Drop-down List: Select Multiple: multi-select. Can be backed by a managed list.

Time-based

  • Select Date: opens the OS calendar picker.
  • Select Time: opens the OS time picker.

Captures

  • Signature: fingertip or stylus signature pad. Stored locally and uploaded offline.
  • Take Photo: opens the camera. Photos queue in IndexedDB if the worker is offline.
  • Add GPS Coordinates: captures device location at the moment of tap.

Files

  • Insert PDFs: worker attaches one or more PDFs (think incident report scans).
  • View PDF / View Image: admin-supplied reference document the worker reads inside the form.

People and equipment pickers

  • Select Worker: single-select dropdown listing every active worker. Optional "current worker only" scope.
  • Select Multiple Workers: checkbox list, perfect for "Workers present today."
  • Select Equipment: dropdown listing equipment, optionally scoped to the worker's assignments or current location.