Use a predefined form

4HSE provides a library of ready-made forms, with their launch points already set: the attendance register, the evacuation drill, PPE delivery, permits to work and others. The full list, with the launch points of each, is in Predefined forms and field types.

1. Open the item you want to fill in the form from, for example the certificate of a procedure, and go to the Attachments tab.

2. Click the Fill in a form icon in the toolbar.

3. In the list that opens, three buttons set where the forms shown come from; only one is active at a time:

   • This project: the forms created in the project;
   • Partner: the forms the partner makes available to the projects in its multi-company panel; it only applies to multi-company projects;
   • 4HSE: the predefined forms.

   Switch on 4HSE: the predefined forms that have that item among their launch points appear. If the project has no forms for that item, 4HSE is already active.

4. Double-click the form, then fill it in and save it as described in Fill in a form.

Predefined forms differ by country and language. The list starts from those for the country of the office or project and the interface language; clearing the Country and Language filters shows the others too.

Note

Predefined forms cannot be edited. For a form with different fields, create a new one: see Create a form.