This guide walks through the process of using a custom-designed Form for equipment inspections. This is a continuation of the Setting Up Equipment and Inspections guide.
INSPECTIONS WITHOUT A CUSTOM FORM
Say you are using KPA EHS to track fire extinguisher inspections every year. By default, the inspection process is just choosing a date, adding notes, and attaching documents (optional).
CREATING YOUR FORM
Let’s say that you would like more detailed information for this inspection. For example, having a rating for the condition of the extinguisher and a measurement of its pressure gauge. To do this, you will create a form within the Forms module.
Your Form can include any questions you like, but there is one requirement. You must have a required Select field where the source is set to Equipment. Here’s how we’ll make it:
Now add the required equipment field. As mentioned, this is the only field that you are required to have on an inspection form.
ATTACHING YOUR NEW FORM TO THE INSPECTION
Now that you have created the “Fire Extinguisher Inspection Report”, we’ll setup the extinguishers in our system to use this for the inspection form.
It’s worth noting that when you use a custom form for an inspection, you get all of the standard analysis tools and even alerts for free. For example, you could review inspections from a high level by clicking Reports > Responses (next to Fire Extinguisher Monthly Inspection).
For more information about viewing and analyzing Form responses, click here.
Watch this quick overview of the KPA EHS system.
Watch this walk-through of the KPA EHS system.
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