Forms are created separately for Inspections and Work Orders. That is, the Forms created for Inspections cannot be used with Work Orders, and vice versa. Here are the navigational steps to create a new form. From the ReachOut navigation, use either:
Inspection Management -> Forms ->
Work Order Management -> Forms ->
When you create a New Form you can elect to start with an empty slate or you can start with a duplicate of a previously created form that you can then modify as you’d like. Here are the options you’ll be presented with:
Create from scratch – Now you have a blank form to add questions to… just give it a title first.
Copy & edit an existing form – Select the form you’d like to make a copy of and enter a title for your new form.
Enter a title to your new form and hit .
You will now enter the form builder. From here you can:
Some form attributes are only available for forms in the Inspection Management section of ReachOut. Access these options using the “Baseline” button under the Form Options heading on the Form Controls Panel in the upper left of the Forms creation screen.
A form is not available for use in an Inspection or a Work Order until it is “Published”. Until then, it is “Unpublished.”
Publish the form by pressing the blue “Publish this Form” button in the Forms Controls Panel.
If you are editing a previously published form, your edited version is in a draft mode and the previous version of the form is available for use. When you publish your draft, the previous version becomes no longer available for use.