Forms overview - Mobile

Digital forms for the company are available via Salus Mobile. They can be filled in at any time and used on a repeating basis when you’re on site. It saves the forms you have in progress, and also keeps a record of the forms you’ve submitted so you can refer back to these at any time. If you’re filling out a form on behalf of a group, you can also share the filled in form to other workers to sign and submit under their own name – saving them the time and trouble of filling it out themselves.

Examples of typical forms include:

• Daily hazard assessment
• Site hazard report
• Covid self assessment

Interface

Selection bar categories:

• New
  Lists and categorizes all the forms available within the company. Selecting a form opens the form so you can fill it out and select the applicable site.
• Drafts
  Saves the forms you’ve opened and have started filling out, to be completed/submitted later. These are ordered by date with the most recent at the top. There are options within the form to:

• • Share
    Shares the form to the workers you select from a list. This allows them to view what you’ve filled in, and to add to it - saving them time with filling it out themselves. You have the option to allow the selected users to submit the form as well.

• • Action
    Creates a new corrective action associated with the form. This will then appear in the assigned person’s Inbox to be actioned, and is trackable in the future on the Salus platform.
    
    
  • Signatures
    Sign the form.

• • Rename
    Rename the draft form to something else for ease of reference.

• • Delete
    Deletes the form.

• • Preview
    Previews the form.

• • Email
    Emails the form to the entered email(s).

• Submitted
  See all forms submitted for the sites that you’re assigned to. These are ordered by date with the most recent at the top. Use the filter icon to locate what you need – you can filter by Site, Form Type, Form Status and Date Range. Use the Email icon to select forms and send them to an entered email(s).
  Clicking into a form reveals options to Email, Review and Preview the form. For the user roles of Foreman or Company Admin, there are also options to Sign, Approve, and Disapprove the form, if the form has an approval process enabled.

• Shared
  See all forms that have been shared to you – this includes forms with a draft or submitted status. In this area you can click on the submitted forms to sign them, but to edit a form in draft mode you need to go to the drafts area of the selection bar.

User roles

Worker role:
The Worker role has permissions to view, access, fill out and submit forms.

Foreman role:
The Foreman role has the same permissions as the Worker role, with additional permissions to view all submitted/completed forms for their sites and take part in any approval processes which have been applied to a form.

Safety Advisor role:
The Safety Advisor role has the same permissions as the Worker role, with additional permissions to view all submitted/completed forms for the whole company (i.e. for audit purposes).

Company Admin role:
The Company Admin role has all of the above permissions, and additional administrative powers to create/edit /archive form templates.