This SOP outlines the steps for team members to complete digital forms within the system, ensuring all necessary information is captured accurately.
Accessing Forms 0:00
Log into the system.
Click on the 'Forms' section to view all forms you have access to.
Selecting a Form 0:12
Identify the form you need to complete.
Click on the specific form to start filling it out.
Using the Mobile App 0:24
If using the mobile app, access the dashboard.
Click on 'Forms' to navigate to the available forms.
Completing Job Pre-Start Form 0:40
Select the 'Job Pre-Start' form.
Fill in all required information accurately.
Completing Forms on Site 0:56
Ensure you are at the site where the form is relevant.
Sign the form and fill in all necessary details.
Saving Completed Forms 1:07
After completing the form, it will be automatically saved against the site.
Accessing In-Progress Forms 1:20
If interrupted, return to the site forms section.
Click on 'In Progress' to find any forms you started but did not finish.
Finalizing Forms 1:31
Complete any in-progress forms.
Ensure all forms are saved against the correct site.
Company-Level Forms 1:52
All completed forms will be stored at the company level for reference.
Ensure you have the necessary permissions to access and complete specific forms.
Double-check all entered information for accuracy before saving.
Familiarize yourself with the forms you frequently use to speed up the completion process.
Use the mobile app for on-the-go access to forms, especially when working on-site.