Forms on Chime let you build custom checklists tailored to your exact needs — whether it’s a daily site diary, an equipment check, or a welfare inspection. With drag-and-drop widgets, tagging, PDF generation, and digital storage, forms are flexible, paper-free, and easy to manage.
Start Building Your Form
Go to the Forms tile on the left-hand side of the Chime dashboard.
Click the ‘Checklist’ tab at the top.
Press the ‘Add New Checklist’ button.
Name your checklist – be clear on names for ease of search
Tip: Can add tags. Type a new one or choose from the dropdown list. Tags help to sort and group checklists – making it easier to manage / organise
Set Form Permissions
Set who the form is for – you can make it available to everyone or assign it to a specific cohort (group).
Choose Additional Options
Restricted – can restrict who can view submissions (ie if it is sensitive / personal information you are collecting)
PDF Name format String – this allows you to use information from the form to add more detail to your name of form (see separate guide on this)
Hide Create Time Stamp – toggle this green if don’t want time stamp
Enable Scores – toggle this green if you want to ‘score’ your form (see separate guide on this)
Add your Sections
Press ‘Add Section’ to start building.
Click the pen icon to name your section and choose if it's:
Required (toggle this green if you want the section to be MANDATORY)
Not Applicable: Lets users skip a whole section if it doesn’t apply (e.g. a “Basement Checks” section in a form reused across sites, some of which don’t have basements).
Click OK – your section is now created.
Adding Fields to your Sections
Press ‘Add Field’ to insert your first widget.
Choose a field type (widget) from the list.
You’ll see a live preview on right hand side
Add a label and toggle “Required” if want it mandatory
Press OK when done.
Continue adding fields and drag-and-drop to rearrange them using the arrows.
Press ‘Add Section’ again to start a new section if needed.
When done, press Save & Close to finish building your form.
Editing or Managing Forms
To make changes later, double-click your form in the Forms Dashboard.
You can edit, move or rename sections, or update fields at any time.
Viewing Submissions
Open the form and click the Submissions icon at the top.
You’ll see a full list of users who have completed the form and when.
You can filter results and export individual submissions as a PDF.
Use Case
Typically created by Admins, Super Users, Contracts Managers, or Health & Safety Managers, forms can be assigned to individuals or teams, helping you standardise checks and collect consistent, auditable records.
💡 Tips
Use tags to make checklists easy to search and group by type.
Use sections to break forms into logical parts (e.g. Site Info, Safety, Equipment).
Not Applicable is perfect for reusable forms across different site types.
Use the widgets preview to check what each field will look like before saving.