SiteMax Systems

Josan Garcia

Kelly Shee

Creating, Managing & Collaborating Site / Safety Reports

Forms & Reports

How to Access, Add, Create and Edit, Site Reports and Safety Reports on Web.

Site Reports and Safety Reports - Web

Understanding Actions, Filters and Settings in your Site and Safety Modules

Navigating Site/Safety Reports Modules

This article explains how to change assigned dates of forms. How to update the forms assigned date.

Changing Forms Assigned Date

Using Company Reports to customize reporting on Project Summary, Purchase Orders, RFIs, Change Orders, Punchlist, and Submittals

Navigating the Company Reports Module

Navigating the Site and Safety Report Modules

Site/Safety/Company Reports Modules

Making admin changes to form and report permissions. Giving users form permissions, permissions templates.

Understanding and Managing Form Permissions

Setting the location of forms, restoring versions of forms, managing compliance of forms, Form Settings

Forms - Navigating the Tool Bar

Customize your forms to your specifications in Form Settings

Form Settings

Using email distribution for forms and reports. Customizing your email distribution settings. Automating push notifications for forms.

Distribution for Forms

Form Settings, Permissions, and Management

Understanding how each of your different components work together in Form Builder to create a fully customized form template

Form Builder Overview

Use the assessment component to Pass and Fail form items with picture and comments. Pre-made true or false.

Form Builder Components - Assessment

Use a column layout in forms. Display content in multiple columns and columns into columns. Optimize space in your form templates.

Form Builder Components - Column Layout

Group your components. Repeatable items in a form. Improve your form building skills.

Form Builder Components - Groups

Multiple choice in forms using Radio. Single select with Radio. Yes/No responses in forms. Using and editing the Radio component.

Form Builder Components - Radio

Simplify your safety protocols with forms and centralize data within safety logs

Form Builder Component - Safety Log

Learn how and when to use the Save option while creating your forms.

Form Builder Components - Save

Select from list in SiteMax. Create your own lists. Select user, equipment, contact, material. Select in a form your data in tables.

Form Builder Components - Select

Using signature in forms. Setting up timestamps for signatures.

Form Builder Components - Signature

Form Builder, Components, Submit Button, How to use the submit button? Using the submit button for labelling and field dependency.

Form Builder Components - Submit

Create a new task from a form. Tasks. New tasks. Add task from Safety report. Create corrective action. Set follow-up tasks from the report.

Form Builder Components - Tasks

Learn how to use autofill for calculations, automation, and project data. Using mathematical formulas to calculate in forms.

Form Builder - Autofill

Field dependency. Conditional display. Components. Automation with field dependency.

Form Builder - Field Dependency

Customizing forms with columns. Customizing forms with group blocks. Customizing with submit button.

Form Building Tricks and Tips

Using the Form Builder to Create Custom Form Templates

Form Builder

REFER US!

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