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Form Inbox

Forms Inbox Overview​

The Forms Inbox displays submitted forms and their included information. See video below for a quick overview.

Forms inbox showing job form assignments with completion status and due dates

To view a completed form, select the form by either scrolling through the list or searching by name, company, date, or job.

In addition to the data included in the form, each submission has additional information associated with it. Clicking on a form reveals the exact date and time of submission, as well as the GPS location where it was submitted.

To access the Forms Inbox, click the "Safety" tab from the top navigation bar. See video below for illustration.

Demo of navigating to the Forms Inbox tab under Safety in the web app

Forms Inbox Filters​

There are several global filters listed at the top of the forms submission inbox. Use these options to filter the visible forms in the inbox. See video below for illustration.

Demo of using the Forms Inbox global filters to narrow visible form submissions

Filter Options:

  • Form submissions from a specific user in the search bar
  • Forms submissions from users at a specific company
  • Form submissions after a certain date
  • Form submissions before a certain date
  • Form submissions from a specific form type
  • Form submissions from a specific job
  • Form submissions from a specific group of users

Export Forms to PDF​

Export forms to PDF directly from the Forms Inbox with one click. Exports include a landscape (horizontal) or portrait (vertical) options. See video below for illustration.

Demo of exporting a form submission to PDF using the Export Portrait or Export Landscape button

Form Submission Data​

Each form submission has descriptive data associated with it. The dashboard on the right hand side of the screen (highlighted in the red box below) contains this information.

Form Inbox right-side dashboard with Definition, Submission, History, and Locations sections highlighted

Definition​

The Definition box provides information on the form template and version number that was submitted.

Submission​

The Submission box provides information on the user who submitted the form and the date/time it was submitted. Additionally, a unique tracking ID for the individual form submission is included here.

Location​

The Location box provides the exact geolocation from where the form was submitted. Open the map pop-up for a closer look.

History​

The History box provides a log of all form status changes. This includes when the form was submitted as well as any edits.