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Form Builder - Checklist, Permits, Invoice Number and Addendum Table Blocks - Inspections

Purpose Statement

The Form Builder's Table Blocks feature enables users to add structured data tables to inspection forms, including Checklist, Permit, Invoice Number, and Addendum tables. This functionality streamlines data collection and reporting by providing organized, tabular formats for specific inspection data types, ensuring consistent documentation and improved report readability.

Background Information

The Table Blocks feature is part of the Form Builder tool within the Inspections Module, designed to enhance form customization capabilities. These specialized table types address common inspection documentation needs:

  • Checklist Tables: Display inspection items with standardized responses
  • Permit Tables: Organize permit-related information in structured format
  • Invoice Number Tables: Track financial documentation associated with inspections
  • Addendum Tables: Capture additional supplementary information

Table blocks are dynamic and only appear in printed forms when containing data, optimizing form presentation and reducing clutter. This feature integrates with the Inspection Type configuration and supports both automated and manual data population.

Required Permissions

Users must have the following permissions to utilize Form Builder Table Blocks:

  • Forms Management: Create and edit inspection forms
  • Inspection Module Access: Access to the Inspections Module
  • Form Builder Access: Permission to use Form Builder tools
  • Inspection Type Configuration: Ability to configure default answers and form settings (for administrators)

Video


Step-by-Step Guide




1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.





3.  Select Checklist, Permit, Invoice Number, or Addendum Table from the dropdown menu.






4. Tune Options:
  1. Move up and down
  2. Delete (select the X 2 times).






5. The Checklist Table will display when the default answers to show on the printed/emailed report in the Inspection Type > Forms tab are set.
  1. Default answers can be manually selected when printing or emailing the report.






6. Checklist answers can also be selected when viewing the print page in an Inspection Record.






7. Example Form displaying the Checklist Table, Permit Table, Invoice Number Table, and the Addendum Table.
  1. Note: The table blocks will only appear in the printed form if there is data in the respective blocks.



Best Practices

Form Design:

  • Position table blocks logically within your form flow
  • Use consistent table types across similar inspection forms
  • Consider the order of table blocks for optimal user experience

Data Management:

  • Configure meaningful default answers for Checklist Tables to reduce manual input
  • Ensure permit and invoice number tables capture all necessary identifying information
  • Use Addendum Tables for supplementary data that doesn't fit standard categories

Report Optimization:

  • Remember that empty table blocks won't appear in printed forms
  • Test form layouts with sample data to verify proper table display
  • Configure default settings to minimize manual selection during report generation

Workflow Efficiency:

  • Train users on manual override capabilities for report customization
  • Establish consistent naming conventions for permits and invoice numbers
  • Regularly review and update default checklist answers based on inspection trends

Troubleshooting & FAQs

Table Block Not Appearing in Printed Form

  • Verify that the corresponding table contains data
  • Check that the inspection record has been properly saved
  • Ensure the table block wasn't accidentally deleted from the form

Checklist Items Not Displaying

  • Confirm default answers are configured in Inspection Type > Forms tab
  • Verify user has proper permissions to view checklist data
  • Check if manual answer selection is overriding defaults

Unable to Delete Table Block

  • Remember that deletion requires clicking the "X" twice for confirmation
  • Ensure you have proper form editing permissions
  • Try refreshing the page if the deletion doesn't process

Table Formatting Issues

  • Verify that data entries follow expected format requirements
  • Check for special characters that might affect table display
  • Ensure invoice numbers and permit IDs are properly formatted