FleetSafety - Site Forms

Create Site forms that are specific for individual Sites or make them global to be available to all sites.  Site Forms are completed via Induction & viewed in FleetSafety.

Creating a Site Form

• Go to FleetAdmin
• Forms
• See FleetAdmin - Forms article on how to create a Form

Allocate Site Form to a Site

It is possible to allocate a Site Form to a particular Site.  When a User completed the Induction for this Site they will be prompted to complete the form.

• Go to Sites
• Click on Documents for the required Site

• Select required Form from dropdown options

• Click on Add
• The form will now appear on the specific sites induction
• Use the toggle to choose if form is available to Company Only or All Users (Including Subcontractors)

Allocate Site Form to all Sites - Global Documents

• Go to Sites
• Click on Global Site Documents

• Select required Form from dropdown options

• Click on Add
• The form will now appear all site inductions
• Use the toggle to choose if form is available to Company Only or All Users (Including Subcontractors)

View, Email & Export Completed Site Forms

• Go to Sites
• Click on required Sites Documents 
• View completed

This will display all Users that have completed the form

• Click View Form to see completed
• Click on Export to export completed form data to csv

Email Site Form

• Click on Email on Completed form - See create email Templates 
• Select the required Email Template
• Enter the email address - It is possible to add static emails into Email Templates
• Ensure you hit Enter or Tab - The email address will need to be boxed in purple

Adding Attachments to Emails

• Click on attachments

• Select the required Template from the dropdown