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Building a Step's Form

Build forms for each step of your plan

Every step in a test plan has its own form. This is what the operative / manager fills in on site, and what the reviewer checks. You build it in the form designer, using the same questions, sections, photos and signatures you use elsewhere in Chime. You can see fully how forms work in

Example: a "Second fix electrics" step with questions on sockets, switches, test results and a photo of the consumer unit.

Opening the Form Designer

  1. Go to Test Plans, and open your plan.

  2. Find the step and select Edit form.

  3. The form designer opens. The form already has the step's name and description.

Building the Form

  1. Add sections and questions as you need them.

  2. Mark any questions that must be answered as required.

  3. Save the form.

For detailed articles on building form see:

Changing a Step's Name or Description

A step and its form share the same name and description. Change it in either place and the other updates too.

Use Case

Quality managers setting up the checks for each stage of the work.

💡Tips

  • Every step's form needs at least one question before the plan can be published.

  • Quality Assurance forms are kept separate from your checklists / froms.

  • Add photo and signature questions where you need evidence. Reviewers see them on the completed form.

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