Fill in a form during an activity

You never go looking for a form: the system prompts it when it is due. There are two moments, depending on the kind of activity.

The attendance register is filled in during the session

This is the case of the course attendance register.

1. In the Sessions section, click a session date. The Form completion button becomes active in the toolbar.
2. Click the icon: the forms associated with that context open.
3. Select the form, fill it in and save.

Note

Data entered here can be kept over time — useful when entry and exit are hours apart. Closing the form with the X and reopening it later keeps what you had entered.

Every other form is filled in with the certificate

For every other form type, completion is tied to producing the evidence.

1. Start the certificate creation for an action that has linked forms. Before finalising it, 4HSE shows the linked forms window.
2. Click Fill next to the form to open it.

3. Enter the data and sign where required. 4. Click Save. The form is attached to the certificate and can no longer be edited.

The data collected becomes an attachment to the certificate being issued.

Caution

If a form is marked required, the Create certificate button stays disabled until it has been completed. The check happens at the moment the certificate is created.

Draft or final save

While it is being filled in, a form is in one of two states.

Draft keeps the data entered without completing the form. The form stays editable and can be reopened to complete or update the information.

Final save confirms completion and closes the process. After it the content can no longer be edited, and the form becomes part of the document it is attached to.

Caution

Drafts are temporary and live on the device you are using: they are not available if you change device or browser. Do the final save as soon as completion is finished.

What the final save produces

Attendance register	a document attached to the session date
Any other form	an attachment to the certificate being issued
File format	.html

When the form generates a document, 4HSE asks in which folder of the file system to store it, so it is archived in the project folders and reachable from the certificate at the same time.