Form Builder - Person Served Block

Form Builder - Person Served Block

Purpose Statement

The Person Served Block in Form Builder allows inspection personnel to capture and document individuals who received services during an inspection. This feature enables comprehensive record-keeping for compliance reporting and ensures accurate documentation of all persons served during fire prevention and safety inspections.

Background Information

The Person Served Block is a specialized form component within the Inspection Module's Form Builder that automatically captures service recipient information. This block streamlines the documentation process by providing a standardized format for recording person details, reducing manual data entry errors and improving inspection report consistency. The block integrates with existing inspection workflows and can be customized to match department-specific documentation requirements.

Common use cases include:

  • Fire safety inspections documenting building occupants
  • Code compliance inspections recording responsible parties
  • Educational visits tracking personnel who received safety training
  • Follow-up inspections documenting property managers or owners

Prerequisites:

  • Access to Form Builder within the Inspection Module
  • Service To feature must be enabled per Inspection Type
  • Appropriate form editing permissions

Required Permissions

To add and configure Person Served Blocks, users need:

  • Form Builder Access - Ability to create and edit inspection forms
  • Inspection Module Permissions - Access to inspection-related features and configurations
  • Service Configuration Rights - Permission to enable Service To feature per inspection type

Video


Step-by-Step Guide


Alert
NOTE: Service To has to be enable per Inspection Type for the feature to render on the print page.


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 Persons Served Block under the current Block.





3.  Select Persons Served from the dropdown menu.






4. Select Tune to:
  1. Convert to:
    1. Text
    2. List
    3. Quote
    4. Checklist
    5. Heading
  2. Move up and down
  3. Delete (select the X 2 times).






5.  Example of a Form with the Persons Served Block printed.



Best Practices

Do:

  • Enable Service To feature before adding Person Served Blocks to avoid rendering issues
  • Position Person Served Blocks logically within your form flow
  • Test form printing functionality after adding the block
  • Use consistent block placement across similar inspection types

Don't:

  • Add Person Served Blocks without enabling the Service To feature
  • Delete blocks hastily - remember the double-click confirmation requirement
  • Place multiple Person Served Blocks unless specifically needed for your workflow

Optimization Tips:

  • Consider converting to List format for multiple persons served
  • Use Heading format to create clear section breaks in longer forms
  • Position blocks near related inspection data for logical flow

Troubleshooting & FAQs

Q: The Person Served Block isn't appearing on my printed form. What's wrong? A: Verify that the Service To feature is enabled for your specific Inspection Type. This must be configured before the block will render on print pages.

Q: Can I add multiple Person Served Blocks to one form? A: Yes, you can add multiple blocks if your inspection workflow requires documenting different categories of persons served.

Q: I accidentally deleted my Person Served Block. Can I recover it? A: You'll need to re-add the block using the + sign and reconfigure any custom settings. Consider saving form versions before making major changes.

Q: What's the difference between Text and List conversion options? A: Text format displays person information in paragraph form, while List format creates structured, bulleted entries for multiple persons.

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