The EHS-Dashboard™ has the flexibility to allow you to create and use as many Custom Forms as is required to successfully manage your EHS program. You can use forms to capture specific information and even connect forms to one another by opening an existing record and logging a "child" form.
This way, you are able to track levels of related information such as:
Audit (Calendar Item) > Audit Finding (Report) > Corrective Action (Calendar Item)
You can track each item independently but maintain the relationships between them to complete the workflow.
You can easily specify which forms can be related items to one another. This way, when you add a "child" form to an existing record, you will only see the those that are relevant for the workflow at hand.
To create form relationships follow these steps:
1. Click on the company icon in the top right corner of the menu bar
2. Select "Custom Forms" from the Admin menu:
3. Click "Edit" next to the corresponding form that you will be editing:
4. Once you are in the form Editor, click "Settings"
5. Under this tab use the drop down menus for "Add Related Reports" and "Add Related Calendar Items" to select which items should be related to this form type.
NOTE: The default setting for these dropdown menus includes all Reports and Calendar Items. You can use this feature to selectively limit what Related forms are available to other users for each form type. This eliminates confusion during the process if you have several different types of both Reports and Calendar Items.
6. When you are finished editing your form click "Save" and then select "Save & Exit":
