Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access the Safety Logs component in Form Builder, users will need Edit permissions in Settings
Streamline safety documentation by integrating Safety Logs into your existing workflows. With the new Safety Log form component, logs are automatically generated when a safety form is submitted—ensuring an easy way to capture the information you need.
Adding a Safety Log Component
Add the component to the form by dragging and dropping the Safety Log component into the Form Builder.
Click on the pencil or double-click the component to edit. Edit the pop-up on the left-hand side to set parameters.
Labels and Display Types
In the Safety Logs section of the left menu bar, you'll find the Form Component Settings. Here, you can add a custom Label for your Safety Log component, which will guide users in creating the log.
Suppose you’re a Safety Manager who wants to ensure that your team is tracking job site risks using a Daily Safety Form. To make sure the right information is being collected for reports and insights, you can add a Safety Log component with settings configured for a Risk to the form.
Set the Label
To make it clear that workers should create a Hazard Log, you could label the button as "Create Risk Log." This will appear as a button titled "+Create Risk Log" on the form.
Set the Display Type
Choose how the logs appear in the form once created:
Title – Displays only the log’s title (entered by the user).
Basic – Shows the log’s title, date, and time.
Detailed – Displays all log details.
Set the Window Title
When a worker clicks the button, you can rename the Safety Log pop-up to display "Risk Log."
Field Configuration
Once you’ve set up the display settings, you can configure the fields for the Safety Log under the Field Configuration section. The default fields for the Safety Log will appear here.
You can update each field’s label. For example, you could rename the "Users" field to "Witnesses" to clarify that the person entered is a witness to the logged hazard.
Show and Hide Fields
In the Field Configuration section, you’ll find default fields for the Safety Log (excluding Safety Attributes). All defined Safety Attributes for the selected Log Type will appear when the user adds a Safety Log.
Each field has a "Show" checkbox:
If checked – The field will appear when creating the log.
If unchecked – The field will be hidden during log creation but still visible when viewing the log in the Safety Log module.
Note: The Title and Type fields cannot be hidden unless autofill is set up since they are required when creating a Safety Log.
Autofill Data
You can set up fields to autofill from other form components. For example, the Notes field in the Safety Log can be auto-filled from an input component for the description in the form by inputting the Data ID into the Autofill field.
A Type Autofill must be selected from the dropdown to define the log type.
Note: Some autofill options require specific configurations:
Trade Company autofill will work only if the Data ID of a Select form component (set to Select From – Contact) is defined.
If a Date or Time is not specified, the creation date and time will be used by default.
Field Dependency
You can set up field dependencies to control when a log should be created based on other form inputs.
For example, you might have a Control Log for risks that should only be created if a corrective action is needed. In this case, you can create a field dependency based on a radio button or checkbox value.
Group Blocks and Repeatable Lists
You can group Safety Log components into Group Blocks and make them Repeatable.
For example, if multiple risks need to be logged for the day, setting the Safety Log component as repeatable allows users to enter as many risks as necessary within the same form.
Link Between Safety Logs and Forms
Safety Logs created through a Safety Log form component will automatically link to the form it was created from — and vice versa.
The log will have a link to the form in the Safety Log module.
The form will also link to the log once created.
Note: If viewing these links in a PDF, the user must be logged into their SiteMax account with the appropriate Safety Log permissions to access the log.