Table of Content

When is this helpful?

A quick video on How to use Form Builder

Related Articles

When is this helpful?

When you need to create or modify a checklist using the form builder.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Form Builder.

Here is a quick video on how to use Form Builder

Please find below highlighted all the areas and options for Form Builder:

On the right side of the screen are the options to change the following items:

  1. Response - You can change the name of the response

  2. Score - This allows you to apply a specific score for each response

  3. Change Color - This allows you to select custom colors for each response

  4. Image - This option will require an image to be added to the question

  5. Comment - This option will require a comment to be added to the question

  6. Enable Auto Fail - This feature may be used when there are one or more critical questions in a checklist. If one of those questions fails, it will auto-fail the entire report.

7. Default Choice - Select a response to appear as a default choice on the audit/inspection form.

8. Question Help - This allows you to add helpful information to a specific question.

9. Add/Edit Picture - This allows you to upload a picture to appear below/above a specific question.

10. Email Notification - This allows you to add an email address to send a notification each time the form is utilized.

11. Action Plan - This will enable an action plan to be required each time a specific response is selected.

Below is a sample of a checklist that has a Picture and Question Help enabled for a specific question.

Note: In order to make the fields listed below mandatory for all the questions on the checklist, you will need to email that request to our support team at They will enable it for all the questions.

You can do it yourself, but it will have to be done one at a time for each question.

1) Comment Mandatory

2) Image Mandatory

3) Action Plans

Great! Now you can move onto the next step -> Report Setup and Styles

Report Setup and Styles

Related Articles:

About Company/Dept

Choose, Customize or Create Audit Templates
Setup your Area Locations/Branch/Store
Setup an Email Distribution Template

How to perform an inspection on a mobile device

What is Auto Fail?

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

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