Forms
      Back to home
      1. Builders
      2. Account Setup
      3. Forms

      Create a Site Briefing Form

      A guide for Administrators to create a Site Briefing form for Site Teams to run toolbox talks, pre-starts, and more.

      This guide is for Administrators who need to create a Site Briefing Form that can be completed by Site Managers through the mobile app, and signed by workers as they arrive on-site. These forms are commonly used for conducting toolbox talks, pre-starts, take 5's and more.

      Table of Contents 💡

      Requirements❗

      Permissions: Company Host Permissions required. If you do not have permission, please contact your 1Breadcrumb administrator.

      Web Portal Instructions 💻

      Step 1: Create a New Form 

      • Start by selecting the Editor menu from the left-hand toolbar
      • From the dropdown, select the Forms menu
      • On the right-hand side of screen, click on the New Form button

      Create a Site Briefing Form (1)

      Step 2: Edit the Site Briefing Form

      • In the form settings, edit the following fields:
        • Form Title: The internal display name for your form
        • Button Title: The display name for your form within the Mobile App
        • Form Type: The type of form this is, make sure to select Site Briefing
        • What sites does this apply to? Where you want this form to show:
          • Automatically add to all sites: This form will automatically display on all sites for Site Teams to access via the Mobile App
          • Manually add to specific sites: This form must be manually added to specific sites via the Manage Site settings before it is available on the Mobile App
        • Default Expiry: The default time this form will stop being active and workers will no longer be forced to read/sign off on.
          • No expiry: The user submitting the form must manually provide an expiry date
          • End of the day: The form will expire at 11:59 PM on the day of submission
          • End of the week: The form will expire at 11:59 PM on the last day of the week
          • End of the month: The form will expire at 11:59 PM on the last day of the month
        • Auto Renew: An option to enable the form to auto-renew at the time of expiry, prompting workers to read/sign off on the form again.
          • Yes: The form will auto-renew at the time of expiry and workers will be asked to sign on to a new version of the form
          • No: The form will not auto-renew at the time of expiry and the form will no longer be active
        • Sign-Off: The option to require workers to provide a signature
          • Optional: Workers can provide a signature but it is not mandatory
          • Mandatory: Workers must provide a signature after reading the form
        • Status: Enable or disable the use of this form:
          • Active: This form is active and can be used on selected sites
          • Inactive: This form is inactive and cannot be used on any sites
        • Form Group: If you add this form to a group, it will be organised within that group on the Mobile App - this is useful if you have multiple Site Briefing forms

      Create a Site Briefing Form (2)

      Step 3: Add Questions

      • Next, click the + Add Questions button to add new or existing Questions to the Form
      • Next, click+ Add Announcements to add an existing Announcement to the Form
        • Not sure how to create an Announcement? Click Here
        • Select from the following fields to add an existing Announcement to the Form:
      • Once finished, click on Show Preview to see what your Site Briefing Form will look like
      • Once happy, click the Submit button on the bottom right of the pop-up window to finalise your changes and create your Site Briefing Form.

      [Insert GIF Here]

      Once created, users with Site Host or Company Host access will now be able to submit a Site Briefing Form from the site. Click here to view a guide.

      Mobile App Instructions

      This feature is not available on the Mobile App.