Inspections: Form Builder Management
Purpose Statement
To explain the tools and controls used to effectively manage the Form Builder within the Inspections module. This feature enables administrators and training officers to create, edit, and customize inspection forms by adding, configuring, and managing various block types to meet specific departmental inspection requirements.
Background Information
The Form Builder Management system provides comprehensive tools for creating and maintaining inspection forms used across fire prevention, building inspections, and compliance activities. This feature allows departments to customize forms with various block types including headers, headings, tags, and other elements to capture all necessary inspection data. Understanding these management tools is essential for maintaining accurate and efficient inspection workflows.
Required Permissions
Based on the administrative nature of form building, users typically need:
- Inspections Module Access - Base permission to access inspection features
- Form Builder Access - Permission to create and edit inspection forms
- Administrative Permissions - May require elevated permissions for form creation and deletion
Video
Step-by-Step Guide
Best Practices
- Plan Your Form Structure - Map out required fields and sections before building
- Test Form Functionality - Create test inspections to verify form behavior before deployment
- Use Consistent Block Naming - Maintain clear, descriptive names for easy identification
- Regular Form Review - Periodically review and update forms to ensure continued relevance
- Backup Before Major Changes - Consider the impact of edits on existing inspections
- Train Users on New Forms - Ensure field personnel understand any form changes
Troubleshooting & FAQs
Q: What happens to existing inspections when I delete a form? A: Deleting an inspection form will remove the bulk of the form structure from any associated inspections. This action cannot be undone, so proceed with extreme caution.
Q: Can I reorder blocks after creating them? A: Use the block management tools in the left margin to reorganize block order as needed.
Q: Why can't I see the tune controls? A: Ensure you're hovering directly in the left margin of the form where the block controls appear.
Q: Are there limits to the number of blocks I can add?
A: Check with your system administrator for any platform-specific limitations on form complexity.
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