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Forms

Learn how to use the Forms feature in INGENIOUS.BUILD to create templates, manage inspection requests, and perform inspections efficiently.

JD Williams avatar
Written by JD Williams
Updated over a month ago

Overview

The Form feature on INGENIOUS.BUILD enables users to create customizable templates within their workspace and apply them project-by-project. With these templates, users can efficiently create Form requests, assign inspectors or project team members, and manage the inspection process.

Lists and Templates

  • Users can create templates for various Form types: Safety, Quality, Environmental, and Others.

  • Questions within templates can have the following answer types: Multi-select, Single Choice, and Text Input.

  • Users can specify if a question is required to be answered.

  • Admins can create Company Templates (accessible to all users) and My Templates (available only to the creator).

  • Non-admins have read-only access to Company Templates.​

Create Form Request

  1. On the Listing View, Forms are organized under Pending and Completed tabs based on their status.

  2. Users can create a new Form request directly from the listing view. After selecting a template, the following details can be added:

    • Form title and type

    • Specify whether the user is the inspector or assign another inspector

    • Date of Form
      ​

Once all required fields are completed, the user can proceed to preview the selected inspection template in a read-only format (optional) or save the request as pending, which submits the inspection.

Start and Perform the Form

The assigned inspector can initiate the inspection by clicking "Add New Form" and completing:

  1. Fill Survey: Answer the Form prompts.

  2. Files: Upload supporting documentation.

  3. Final Review: Provide the final assessment and complete the Form.

Forms can be saved as pending at any point for later completion.

Access and Permissions

  • Inspectors and members have equal access to edit the entirety of the Form.

  • The originator must be added as a member to edit the Form.

  • If an inspector is assigned, they do not need to be added as a member.

  • For example, the workflow will function as expected if the Project Manager is the listed inspector and the Team Lead is a listed member.

Other Details

All users in the Project Directory can view Forms in a read-only format, regardless of their role or the form's status.

Workspaces

The Form feature is available on all workspaces and the mobile app.

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