Platform Safety forms

Checks done.
On the phone.

Operators complete daily and weekly safety forms on the phone. By default, a reported fault is emailed to the office as soon as the form is submitted.

  1. Daily and weekly forms. Set which forms run daily and which weekly.
  2. Done on the phone. Operators complete them in the app.
  3. A fault reaches the office. It appears under Needs attention, and by default is emailed to the office.
Drawn from the product’s screens

How it works

Safety checks,
where the work is.

  1. Set up your forms in the office

    Build a form of your own, or start from one in the library.

    Drawn from the product’s screens
  2. Operators complete them on the phone

    With the safety gate switched on, the day’s forms are completed before the day’s work is shown.

    Drawn from the product’s screens
  3. A fault is reported with a description

    A form that reports an equipment fault asks for a description of it.

    Drawn from the product’s screens
  4. The office sees the fault

    It is listed under Needs attention in Operations, and emailed by default.

    Drawn from the product’s screens

In the product

Drawn from
the product’s screens.

  • Daily and weekly forms

    Set which forms run daily and which weekly.

  • The safety gate

    With the safety gate switched on, the day’s forms are completed before the day’s work is shown.

  • Needs attention

    A reported fault appears under Needs attention, and by default it is emailed to the office.

  • Daily checks

    The Daily checks page lists every submitted form and filters by operator, machine, vehicle, date and status.

Drawn from the product’s screens, with fictional data.

Who uses it

One record,
two points of view.

In the office

Managers and supervisors

  • Build a form of your own, or start from one in the library.
  • Set which forms run daily and which weekly.
  • Review submitted forms on the Daily checks page.

In the field

Operators

  • Operators complete them in the app.
  • With the safety gate switched on, the day’s forms are completed before the day’s work is shown.
  • A form that reports an equipment fault asks for a description of it.

Your questions

What you need to know.

Can forms be required before work starts?

Yes, as a setting for your organisation. With the safety gate switched on, operators complete the day’s forms before their work is shown.

Can I write my own forms?

Yes. You can build a form with your own sections and items, or start from one in the library.

Who is told about a fault?

The owners, admins and managers set to receive that alert, and any extra email addresses you have added.

Where do I review submitted forms?

On the Daily checks page, which lists every submitted form and filters by operator, machine, vehicle, date and status.

How often can a form run?

A form can be set to run daily, weekly, per job or at any time.

Is the office told by phone as well as by email?

Yes. The owners, admins and managers who receive the email also get a phone notification.

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