Mobile Forms in the Mobile App

Using mobile forms provides a way for organizations to collect and manage data right from their mobile devices.

There is a library of mobile forms available for use within the SafetyOne™ platform, such as: Automobile Accident Reports, Incident Reports, and many others.

Your administrator will decide which mobile forms you will have access to in the mobile app, by assigning them to the applicable projects.

To access mobile forms, click “Projects,” then choose your project.

Click “Mobile Forms.” Then, click “New.”

The app will display a list of all the mobile forms that are assigned to that project.

For this example, we will choose our “Daily Report (Sample)” form. However, all the mobile forms work the same way.

Note, your device may ask to track your location. If you choose “Yes” then this will allow forms to be tagged with GPS coordinates and will assist when filling out certain fields such as an address within the mobile forms.

When a form field has red text, it means that it is required. Mobile forms cannot be saved unless all the required fields are filled out.

The report title will automatically populate using the name of the mobile form and today’s date. If you would like to change the title to something else, click on the text and replace it.

When there is a date field, you can use the calendar function to easily select the date. The calendar can also be used to quickly pick another year by clicking the year button on the calendar.

When the form was created, headers were used to organize the form into different sections. To expand each section, click on the headers.

Forms can also contain “Notes.” Next to the “Employee’s Name” field you will notice a question mark in a circle.

This indicates that there is a note associated with the field. Clicking on the note icon will provide you with information designed to help you fill out the field.

For this section of the mobile form, we have included a timecard. This timecard allows you to input multiple employee’s time for the day.

After filling out an employee’s name, employee ID, employee trade, start and end times, click the “Add Employee” button to add another employee’s timecard.

Mobile forms also allow for multi-selection pulldowns. Click “Weather Conditions.” From this list, you can choose multiple options. Click on the arrow when done with your selections.

When mobile forms have a button for “Add New Photo,” the user has the option to either take a photo with their mobile device or upload photos from the device’s library.

To attach multiple photos, click all photos to be uploaded. Keep in mind only ten images may be uploaded at once.

When a “Set Location” button exists within a form, the app will automatically find your location using GPS (if allowed).

You can also type in the address by entering it in the text field on the top of the map.

Some mobile forms have logic built-in to help guide you through answering only relevant questions.

When you expand the Safety Recap header, you will see the question, “Was anyone injured on site today?” If you choose “Yes,” additional fields will appear. This is called a nested option field.

You can also add sketches to forms when a photo is not available or a quick diagram is preferred. Click “Add Sketch.” Give the sketch a title and begin to draw. Click “Done” when you are finished.

You can also sign forms. Click, “Add Signature.”

Type in your name in the text box. We highly recommend including your Employee ID after your name to ensure it is very clear who signed it, especially if you have multiple employees with the same or similar names. Then, add your signature in the box below your name. Once you have typed your name in the text field once, the app will use predictive typing to complete your name subsequent times.

You may also attach files to a mobile form. These may be Word documents, PDFs, .mp4 video files, Excel spreadsheets or PowerPoint presentations.

Finally, you can send this form to someone via email by clicking the “Send Email” button at the bottom of the form, or click “Submit” to complete the form. The form will then be available for supervisors and administrators to view on the administrator website.