When creating forms for equipment, there are a few specific widgets that feed data directly back into the Individual Equipment Profile / Service Record, such as mileage or running hours. This ensures your records stay accurate and up to date automatically, without any duplicate data entry.
For more detailed view of creating forms - see Creating a New Form, the instructions below focus on the key widgets to use for Equipment.
Start Building Your Checklist
Go to the Forms tile.
Click the Checklist tab at the top.
Select the Add New Checklist button.
Give your checklist a clear name.
Optionally, add a tag or assign visibility to a specific cohort (e.g. Crane Operators).]
Additional Options
Restrict visibility so only specific users can view the checklist.
Add a PDF Name String (to customise the PDF title dynamically — see separate guide).
Hide Create Timestamp if you don’t want the creation date displayed.
Enable Scoring if your checklist includes a scoring system (see separate guide).
Adding Sections (using Widgets)
Now you’re ready to start building your form by adding sections and widgets.
Regarding Equipment:
Add this field so the user completing the form can either use the QR scan or select the specific equipment item they’re inspecting. This ensures the form data links directly to the correct piece of equipment.
Mileage:
To log Mileage on a vehicle - Select the Number Box widget and label it Mileage (this is important to use the right label name). This will automatically update the mileage on the Individual Equipment Profile when the form is submitted.
Running Hours:
To log Running Hours on a piece of equipment - Select the Number Box widget labelled Running Hours. This will feed live data into the running hours field on the equipment profile.
Build out form as needed and when you’ve added all required sections, click Save.
Where the Data Goes
When the form is completed, the linked fields — such as Mileage and Running Hours — will automatically sync to the corresponding Service Schedule & Individual Equipment Profile, ensuring a live, accurate record for every asset.
Use Case
Typically, Equipment Managers, Super Users, or Admins will create these forms to manage and track equipment condition, performance, or usage.
💡 Tips
Tailor onboarding forms by user type to keep things relevant and efficient.
It’s best to create your checklist before building your onboarding form.
Use widgets like file upload and video links to enhance onboarding.
Forms sync directly with the user profile—no double entry needed.
Use onboarding forms to stay compliant before anyone steps on site.