Adding Forms to Existing Jobs

Adding forms to existing jobs allows users to attach important documentation or templates directly to a specific job, ensuring all necessary information is easily accessible and organized. This feature enables seamless integration of forms into job workflows, supporting better communication, documentation, and task management. Whether it's a checklist, a report, or a compliance form, associating forms with jobs helps streamline operations and ensures that every job is completed with the required resources.

Prerequisites: Authorised Users

Instructions

1. On the required job page, you will see a field for Forms, under the Job Summary tab.
   
   
   
   
   
   
2. To add forms, click the blue Add/Remove Forms button. This will reveal the Edit Job (Job Forms) page.
   
   
   
   
   
   
3. Click in the Job Forms field to reveal the menu of pre-existing forms, then select the required form from the list.
   
   
   
   
   
   
4. Click Save. You will be directed back to the job page where the form will now be visible.