Creating a New “My Form Templates” from scratch

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mySafetyApp includes the ability to create custom electronic forms and manage the state of any identified hazards or items that need to be corrected. The way we publish forms to mySafetyApp is the same process as publishing ‘My SMS’ documents and getting signatures, only now it will be for a custom-made form.
First, you need to click ‘Mobile App’ from the menu then select ‘My Form Templates’.
Here you can create groups or categories in which to store your form templates. To add a new group, click ‘+ Add New Group’, type in the name of the new group, then click the check mark to save your changes.
To add in a new form, simply click ‘Add New Form’ button to create a new form in that group. You will first type in the name of the new form then click the check mark to save your changes.
To start editing the form and adding questions, click on the form and hover to the element that you want to change and click Edit.
The ‘General Information’ section here allows you to edit the form (template) name, description, which group it’s within, whether it requires a supervisor and/or manager signature(s) and whether they can add additional hazards while filling out the form. If you have made any changes to the form’s general information be sure to click the ‘Save’ button to commit your changes.
Form questions or ‘Elements’ are grouped into sections, similar to how documents within the ‘My SMS Document Library’ are grouped.
To add a new section, click ‘Add New Section’, type in the name of your section then click the check mark to save your changes. You can edit the section name at any time, move it up or down the list or delete it by clicking the respective buttons when hovering over any specific section.
You can add questions to your newly created sections via the ‘Add New Element’ button. Each different element type gets answered differently when on the mobile app two of which has automation built in (Inspection Items, Common Hazards).
  • Inspection Items have a ‘Pass / Fail / Not Applicable’ selection and in the event of a failure you will be prompted to ‘Add a Corrective Action’ to the specific hazard. From the ‘Add Corrective Action’ screen you can set it as having been resolved or unresolved, which means the supervisor will be notified under “Requiring your Attention” that there is an unresolved corrective action for them to address. You can also describe the hazard control, assign it to a different supervisor, rank the severity and frequency and add any image or other comments if needed. Once you have filled in the information tap ‘Save’ to return to filling out the form.
  • Common Hazards are elements that will either be present or not applicable, if they are present the you will be prompted to ‘Add a Corrective Action’ in the same manner as Inspection items.
  • Text Fields are simply areas that allow for the individual filling out the form to type a response as per the instructions in the name and description of the element.
  • Checkboxes are elements that are not mandatory and only require the individual to check the box pending the conditions described in the specific element have been met.
  • Yes / No elements are elements that require the individual to respond with a yes, no or not applicable answer and can provide comments or description if desired.
  • Instruction element is a simple way of adding in text without requiring any sort of response.
Once you have filled in all the information on your newly created element, press the check mark to save it.
After you have added all your elements and sections it is time to publish the form so it can now be viewed on mobile devices.