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 manage QR codes for Forms, users will need Manage Permissions in either Projects or Projects (assigned)
Use QR codes to allow external users access to Site and Safety forms in SiteMax.
Create QR Codes to fill out Site and Safety Forms in SiteMax.
In the Forms tab under Modules in Project Settings, select the form you wish to create a QR code for.
2. Click on the corresponding QR code icon to open the Form QR Preview
3. Print this page and post it on the job site to simply scan the QR.
To send via Email you can also copy the URL and share the link to fill out the form.
You can make adjustments to how your QR Code scanning page will look when printed or viewed onscreen. This can be set at both the Project and Company levels:
Project Level
Go to Dashboard > Select a Project > (Project) Settings > Modules > Forms
Click on the three dots beside the form for which you wish to adjust the QR code PDF
Choose your Greeting, Project /Site Name, Message, and Footer
Company Level
Under Settings, select the Modules tab, and select Forms
Click the 3 dots for the form you wish to adjust
Select "QR PDF Settings"
4. Your QR settings page will appear. Here, you can choose the messages you wish to show on the QR Code PDF Scanning page.
Note: Form QR Codes are designed for filling out new forms. They cannot be used for adding to already filled out forms.
Learn more about scanning form QR codes in the Mobile App!