Add and complete a safety form on a job
When to use this
When the job needs an additional safety form (or a required form was not added yet).
What you need first
- You can open the job in My Work.
Steps
1. Open the job in My Work. 2. Choose Add Form and select the form you need. 3. Open the form and fill all required fields. 4. Submit the form.
What happens next
- The form becomes part of the job record and shows as completed when submitted.
If it goes wrong
- If a required form won’t appear, ask the office/admin to confirm form templates are available for your account.
- If submission fails, retry and confirm you have connectivity.