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      Create an Asset Operator Form

      A guide to create an Plant Operator Form to add to your Plant Induction forms.

      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: Open up a new form 

      • Click on the Editor menu located on the left-hand toolbar
      • Select Forms from the dropdown list
      • Click on the New Form button on the right-hand side

      Create a Permit Form - 1

      Step 2: Edit the fields of your form

      • Name. The name of your form.
      • Button Title. The title show in the app. This can be the same as the name - if multiple forms are left blank they all go into the same group.
      • Type. This allows you to create the following form. Asset Operator 
      • Scope.
        • Company Specific, where the content in the Form is for ALL sites in the company.
        • Site Specific, where the content of the Form is manually added for specific sites
      • Approval Mode. Approval Mode to Host Approval if you want site managers to review them.
      • Is Active? Yes, if the form is still active or No, if the form is no longer in use. 
      • Enable Expiry Date. Click yes if you'd like an expiry date
      • Form Group. If you wish for your Forms to be categorized/grouped with other forms.

      Step 3: Edit the Contents of your Form

      • Select + Add Questions to add an existing Question to the Form. Not sure how to create a Question? Click Here
      • Select + 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:
          • Disable: Recipients can choose to open and view the announcement at their own discretion.
          • Mandatory View: Recipients are obligated to open and view the announcement.
          • Mandatory View and Sign Off: Recipients must open, view, and acknowledge the announcement.
          • Set Play Through To Mandatory: When uploading video media, recipients are unable to fast forward or skip the video.
      • Click on Show Preview to see what your Asset Operator Form will look like
      • Click Add in the bottom right hand side of the pop-up window to finalise your changes and create your Asset Operator Form

      Step 4:

      • Make sure the Operator Form is active add it to your Plant Induction/Asset Registration Form.
      • Go to Editor > Forms again and select the edit icon next to your Plant Induction form
      • At the bottom left select the Asset Operator form that you'd like to used for this form
      • Your Asset Operator form is now active. 

       

      Mobile App Instructions

      This feature is not available on the Mobile App.