Forms

Add, complete, validate, preview, and import work order forms.

Forms

Use Forms to complete checklists, inspections, and custom registrations.

Forms can be required before a work order can be sent.

What you can do

• add and edit forms on a work order
• preview and validate answers
• import answers from archived forms, when enabled

1

Open Forms

Open the work order, then open Forms.

2

Add or open a form

Create a new form or continue an existing one.

3

Complete the required fields

Fill in the form and review missing fields.

Use preview or validation when those options are available.

4

Finish the work order

Send the work order after the required forms are complete.

Keep in mind

Archived form answers can be imported when the feature is enabled.

Locked forms cannot always be changed or imported.