Form Builder - Inspections Signature

Form Builder - Inspections Signature

Purpose Statement

The Inspections Signature Block in Form Builder enables users to add customizable signature sections to inspection forms within the Invoicing Module. This feature streamlines the documentation process by allowing inspectors, occupancy contacts, and vendors to digitally sign forms directly within the First Due Platform, ensuring proper authorization and compliance documentation for inspection workflows.

Background Information

The Inspections Signature Block is a specialized form component designed specifically for inspection-related documentation within the Fire/EMS industry. This block type supports multiple signature categories including occupancy contacts, inspector credentials, vendor information, and custom signature fields. Unlike the general Tag Block signature option, the Inspections Signature Block provides predefined fields tailored to inspection workflows and compliance requirements. This feature is essential for departments that need to maintain proper documentation chains and ensure all parties involved in an inspection process have appropriate signature capabilities.

Required Permissions

To add and configure Inspections Signature Blocks, users must have:

  • Form Builder access permissions
  • Invoicing Module permissions
  • Edit permissions for the specific form being modified

Video


Step-by-Step Guide

Notes
NOTE: Signatures can also be placed on the printed form in the Inspections, Permits, and Invoicing Form Builder using the Tag Block, see the Related Article.


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 an Inspection Signature Block under the current Block.





3.  Select Inspection Signature from the dropdown menu.






4. Select "Tune" (#1) and then select "+" (#2) to add a new Signature Block.
  1. See Step #5 on what blocks can be added to the form.






5. Signature Options and Credentials for the Inspector Signature Block:
  1. Occupancy Contact:
    1. Name, Contact Type, Phone Number, Email Address, Location as needed.
  2. Inspector Signature
    1. Name, Position, Rank, Badge Number, Firefighter ID, Inspector Number, Inspector Designation, Inspector Phone, and/or Email address as needed.
  3. Vendor Signature:
    1. Vendor Name, Work Contact Type, Primary Phone Number, Email Address, Vendor Address, Vendor Billing Address as needed.
  4. Custom:
    1. Custom Title, Logo, Text in text box.






6. Example Invoice with the Inspections Signature Block:


Best Practices

  • Use Occupancy Contact signatures for property owner or tenant authorization
  • Include Inspector signatures with appropriate credentials for compliance documentation
  • Add Vendor signatures when third-party contractors are involved in inspections
  • Utilize Custom signature blocks for specialized departmental requirements or unique workflow needs
  • Consider using multiple signature block types within a single form when complex inspection scenarios require various authorizations
  • Review signature block field requirements with your department's compliance officer to ensure all necessary information is captured
  • Test signature functionality on mobile devices if field personnel will be using tablets or smartphones for inspections

Troubleshooting & FAQs

Q: What's the difference between the Inspections Signature Block and the Tag Block signature option? A: The Inspections Signature Block provides predefined fields specifically tailored to inspection workflows, while the Tag Block signature option offers more general signature placement capabilities for printed forms.

Q: Can I add multiple signature blocks to a single form? A: Yes, you can add multiple signature blocks within the Inspections Signature Block by using the "+" option in the Tune settings.

Q: Why aren't signature options appearing in my dropdown menu? A: Verify you have proper Form Builder and Invoicing Module permissions, and ensure you're working within the correct module context.

Q: Can signature blocks be used on mobile devices? A: Yes, signature blocks are designed to work on both desktop and mobile platforms for field use.

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