SiteMax Systems

Kelly Shee

Josan Garcia

Julien Lavy

Creating, Managing & Collaborating Site / Safety Reports

Forms & Reports

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

Managing Form Permissions

Managing form locations. How to move forms to show in Project site reports, safety reports, equipment reports, and company reports.

Managing the Location of Forms

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

Forms - Navigating the Tool Bar

This article explains how to hide and unhide a form/report in SiteMax. How to unhide forms.

Hide and Unhide Forms

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

Changing Forms Assigned Date

How to automate labelling and statuses for forms. How to create and enable form labels and statuses.

Automatic Labelling

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

Distribution for Forms

Change the form date, update form label, lock forms, delete forms.

Updating Form Data

Why users can't see the form I created? Can I control who sees and uses the forms I create?

Form Permissions

Enable form statuses, manage status type, organizing and managing forms.

Form Status

Sign-off on completed PDF forms for smoother workflows

Form PDF Sign-Off

Customize your forms to your specifications in Form Settings

Form Settings

Learn how to enable digital signatures, send for a signature, and manage document workflows

Digital Signature for Forms

Send and request unique identifiers and verify the identity of the signee and proof of acceptance when signing off on forms

Digital Signatures

Form sign-off, notifications, form builder, and more!

NEW Form Features

Export, Lock/Unlock, and Edit forms using your Actions dropdown menu.

Forms & Reports - Actions

Form Settings, Permissions, and Management

Forms

Build custom forms with our Form Builder Tool. Custom site reports, safety reports and equipment reports. Learn how to use the form builder.

Form Builder Overview

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

Build a Custom Form With Form Builder Components

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

Form Builder - Autofill

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

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

Form Builder - Field Dependency

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

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

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

Site Reports and Safety Reports - Web

Review, export all reports in Company Reports. View all reports across all projects.

Company Forms

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

Company Reports

Enable copying from existing forms to utilize the Form Builder's functionality to copy all information from existing forms.

Copy from Existing Reports

This article discusses how to export multiple PDF reports in SiteMax

Exporting Reports

The ability to send forms for Digital Signatures is finally here!

Introducing Digital Signature

Creating Company Site, Safety, and Equipment Reports with Form Templates

Reports

REFER US!

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