Forms

Forms Overview
The Forms feature in the Trackplan FM system allows you to set up a checklist, survey, inspection, risk assessment, permit to work, or meter reading form. F...
Wed, 12 Feb, 2020 at 10:32 AM
Form Designer
The Form Designer area allows you to create forms and customise them based on what they will be used for. You can set up and design as many forms as you lik...
Thu, 9 Apr, 2020 at 2:03 PM
Form Categories
Form Categories allows you to categorise your electronic forms. If you have many forms, then the categories will help to organise and develop your forms.  ...
Wed, 12 Feb, 2020 at 11:58 AM
Form Results
Form Results displays a grid of the forms that have been Issued and Submitted.  The grid can be customized to display various columns containing informa...
Wed, 12 Feb, 2020 at 10:34 AM
Form Library
Forms  (for inspections, checklists, surveys, meter reading etc) created in the Form Designer can be flagged for use in The Form Library, by setting the sco...
Wed, 12 Feb, 2020 at 10:34 AM
Inspections and Checklists
One of the form types you can create with the Form Designer is an Inspection form. Inspection forms can be created and designed in the Form Designer area, a...
Fri, 10 Apr, 2020 at 1:16 PM
Meter Readings
Forms for Meter Readings can easily be created with the Form Designer. Meter Reading forms can be created and designed in the Form Designer area, and can be...
Tue, 21 Apr, 2020 at 9:54 AM