Form types and available fields

Form types

Which types are available depends on the action you are configuring: some are universal, others are tied to a specific workflow.

Form type	Available on	Description
Simple checklist	all actions	Customisable form built from checkboxes, text inputs, text areas, dropdowns, radio buttons, selection groups and a signature. Includes the completion date.
Advanced checklist	all actions	Fuller form that allows extra fields, custom layouts and completion rules. Opens the 4HSE Designer.
Course attendance register	Training actions	Records participant attendance during a session. The structure is generated automatically.
Evacuation drill	Procedure actions	Structured form to record and assess emergency and evacuation drills.
PPE delivery form	Personal protection actions	Pre-filled form with the checkpoints for handing over a device.

Predefined templates appear in the Type dropdown only when they are consistent with the category of the action. The library is updated over time.

Fields of a simple checklist

Field type	Description
Checkbox	Single box to confirm an activity was carried out.
Text input	Single-line field for short text.
Text area	Multi-line field for longer text.
Dropdown	Single choice from a predefined list.
Radio buttons	Single choice from options shown as buttons.
Selection group	Multiple choice from a set of options.
Signature	Field for a digital signature.

For dropdowns, radio buttons and selection groups the options are defined in the editor, and can be added or removed one by one.

For every field you can set:

• question or label — the text shown to the operator;
• description — an optional note to guide them.