The Generic Form tool allows General Contractors to digitize and manage any type of paper-based form onsite. This can include:
- Pre-Task Plans
- Subcontractor Toolbox Talks
- Job Safety Analysis (JSA)
- Any other custom forms created by the GC
Foremen can use this tool to easily complete and submit forms on behalf of their crew.
How it Works
1. Accessing Generic Forms
- When a foreman is checked in, they will see the Generic Form tile on their dashboard.
- Tap the tile and select the form template you wish to complete (e.g., Pre-Task Plan, Toolbox Talk).
2. Adding Crew to the Form
- After choosing the template, the foreman will see an Add Crew button.
- This will display workers who:
- Are currently checked in under the same subcontracting company
- Are not currently checked in, but belong to the same company
3. Capturing Worker Signatures
- When a worker is selected, a digital signature pad will appear.
- The foreman can pass their device to the worker to collect their digital signature.
- Multiple workers can be added and signed onto the same form.
4. Submitting the Form
- Once all required information and crew signatures are collected, the foreman submits the form.
5. Where to View Completed Forms
- Host Generic Form Tile → Site hosts can review submitted forms and signatures.
- Foreman Submitted Forms List → The foreman can track and reference all forms they have submitted.