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Knowledge Center

Form Builder Basics

Purpose Statement

The Form Builder is a powerful tool that allows administrators and training officers to create customized inspection forms using modular blocks. This feature enables departments to build professional, compliant inspection documents that can capture all necessary data while maintaining consistency across different inspection types and regulatory requirements.

Background Information

The Form Builder provides an interface for creating inspection forms using pre-defined block types. Each block serves a specific function, from capturing signatures and checklists to displaying legal text and warnings. This modular approach ensures forms can be easily modified, updated, and standardized across the department while meeting specific inspection requirements and compliance standards.

Required Permissions

To access and use the Form Builder, users need the following permissions:

  • Permits Form Management - Required to create, edit, and delete permit forms
  • Administrator or Training Officer role - Necessary for form builder access
  • Permit Module Access - Basic permission to access the Permits module

Video


 

Step-by-Step Guide
 

  1. Navigate to Form Builder.



     
  2. Select Create Form or edit an existing form.
     

     

     

     
  3. Ok, before we create a form, here are some key terms (Blocks and Types) to know first:

     

    1. Blocks - Blocks are the modifiable sections within the form. 



       


      Each block can be only one of the following types:

       

      1. Text - Add a simple text block that can contain legal jargon or other explanatory information.




        Text Example:




         


         

      2. List - Add a simple bulleted (unordered) or numerical (ordered list).




        List Example:




         


         

      3. Quote - Add a text box that places opening and closing quotes around italicized text. (Still in development).




        Quote Example:




         


         

      4. Raw HTML - Create your own block using HTML.




        Raw HTML Example:




         


         

      5. Delimiter - Add extra spacing (white space) between blocks for a cleaner looking form.




        Delimiter Example



         


         

      6. Warning - Add a row with with a warning indicator.




        Warning Example:




         


         

      7. Heading - Add a heading.




        Heading Example:




         


         

      8. Image - Add an image.




        Image Example:




         


         

      9. Table - Insert a table.




        Table Example:




         


         

      10. Checklist - Insert checklist details pulled directly from the inspection.




        Checklist Example:



         


         

      11. Header - Add a professional looking header.




        Header Example:




         


         

      12. Tag - Add tag(s) -  Fields arranged in a grid-like manner. You select the field from a dropdown.




        Tag Example:


         


         

      13. Simple Tag - Add a simple tag (one field). Enter info you wish displayed and select the field from a dropdown.




        Simple Tag Example:



         


         

      14. Signature - Add one or more signatures.




        Signature Example:




         

      15. Checklist Table - Insert a checklist table.




        Checklist Table Example:



         


         

      16. Addendum Table - Insert an addendum table.




        Addendum Table Example: