Form Builder & Management

Appello's form builder lets you create custom digital forms for safety inspections, toolbox talks, quality checklists, incident reports, and any field documentation. The drag-and-drop builder supports conditional logic, multiple field types, digital signatures, and GPS-stamped submissions — replacing paper forms entirely.

Navigation

Sidebar → Forms → Safety Inspection Forms

URL: /safety-inspection-forms

Overview

The Form Management page lists all form templates in your organization. Each template can be:

• Active — Available for field workers to fill out
• Draft — In progress, not yet available
• Archived — No longer active, but historical submissions are preserved

Building a Form

Starting a New Form

1. Click Add New to open the form builder.
2. Enter a form name (e.g., "Daily Safety Inspection Checklist").
3. Start dragging field types onto the canvas.

Available Field Types

Field Type	Use Case	Example
Text	Short text answers	"Inspector Name"
Text Area	Long-form descriptions	"Describe any hazards observed"
Number	Numeric values	"Temperature reading"
Date	Date selection	"Inspection date"
Dropdown	Single select from list	"Site condition: Good / Fair / Poor"
Checkbox	Multiple selections	"PPE verified: Hard hat / Safety glasses / Gloves"
Radio Buttons	Single selection from options	"Pass / Fail"
Signature	Digital signature capture (PIN-based)	Worker and supervisor sign-off
Photo	Camera capture or upload	"Photo of hazard"
File Upload	Attach documents	"Upload supporting documentation"
Section Header	Visual separator	Group related fields
Instruction Text	Read-only instructions	Safety reminders, procedures

Conditional Logic

Create forms that adapt based on responses:

• Show/Hide fields — If "Hazard Found?" = Yes → show "Describe Hazard" and "Photo of Hazard"
• Required conditionally — If "Working at Heights?" = Yes → "Fall Protection Type" becomes required
• Skip sections — If "N/A" is selected, skip the entire section

Signature Modes

Two signature collection options:

Mode	How It Works	Use Case
One per job	One worker signs on behalf of the crew	Toolbox talks, daily site inspections
One per worker	Each worker individually signs	Safety acknowledgments, training records

Pre-Built Form Library

Appello includes a library of industry-standard form templates that you can use as-is or customize:

Category	Examples
Safety	Daily Safety Inspection, Toolbox Talk Record, Hazard Assessment
Quality	QA/QC Inspection, Deficiency Report, Commissioning Checklist
Equipment	Vehicle Pre-Trip Inspection, Equipment Condition Report
Incident	Incident Report, Near Miss Report, First Aid Log
Environmental	Spill Report, Waste Tracking, Environmental Compliance
General	Site Orientation Checklist, Visitor Log, Delivery Receipt

To use a template:

1. Browse the template library.
2. Click Use Template on the desired form.
3. Customize fields, add your company branding.
4. Activate the form.

Assigning Forms to Jobs

Forms can be assigned as mandatory for specific jobs:

1. Open a job detail page.
2. Navigate to the Forms tab.
3. Click Assign Form and select the template(s).
4. When a worker is scheduled to that job, the assigned forms appear in their mobile app's My Forms tab.

Mandatory vs. Optional

Assignment Type	Behavior
Mandatory	Worker must complete the form before submitting their timesheet for that job
Optional	Form is available but not required

Version Control

When you edit an active form:

• A new version is created.
• Previous submissions retain the form version they were filled out under.
• Historical data is preserved even as form templates evolve.

Form Duplication

Duplicate an existing form to create variations:

1. Open the form you want to copy.
2. Click Duplicate.
3. The new form opens in the builder with all fields pre-populated.
4. Make changes and save with a new name.

How Forms Connect to Other Features

Feature	Integration
Jobs	Forms are assigned to specific jobs
Mobile App	Workers fill out forms on the mobile app with GPS + timestamp
Form Inbox	Completed forms appear in the office inbox for review
Files	Form attachments (photos, documents) auto-upload to the job's file folder
Equipment	Equipment inspection forms can be linked to specific equipment records
Notifications	Submitters and reviewers receive notifications

Related Pages

• Form Report — View form submission analytics
• Leave Submissions — Similar approval workflow for leave requests