The IndustrySafe Form Editor allows you to modify your safety recording forms to meet the needs of your organization. It is divided up into three components: Publish Elements, Field and Features Panels, and Form Layout.

For more information about the advanced features of the Form Editor, please see the Form Editor User Guide

The following video provides an overview of the basic features of the Form Editor:

Publish Elements

The Form Editor's Publish Elements

The publish elements component allows you to publish your latest changes to the form. If a publish was made in error, you can revert the form to how it was previously published. Publish History will list the latest users who published the form. Print Preview will generate a PDF that will allow you to preview your edits prior to publishing your changes. You can also undo or redo your changes within the publish elements component.

Field and Features Panels

Field Panel

The Field Panel provides you with a list of standard available fields and sections to add to your form. In addition, new fields and sections can also be added to your form using the Field Panel. If you do not want to scroll to find a field from the Field Panel, you can use the search box to find the field.

 

 

 

 

 

 

The Features Panel includes a list of advanced features including action items and attachments that you can add and remove from your form.

 

 

 

 

Form Layout

Form Layout

The Form Layout displays a What You See is What You Get (WYSIWYG) view of the form. It displays exactly how an end user will view the form. The form layout can be modified by dragging and dropping fields and sections throughout the form or adding new fields and sections from the Field Panel. Fields or sections can be easily removed by selecting the delete icon next to each field or section.

Individual fields or sections on the Form Layout can also be modified by selecting the wrench icon next to each individual field or section and modifying the label, tool tip, required setting, and advanced settings.

Field Properties

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