A form template in Buildpass is a predefined form used to streamline various processes by providing a consistent format for collecting data and ensuring compliance. These templates can be applied to a range of tasks, from routine inspections to detailed project audits, ensuring that all necessary steps are followed.
Guide to Form Templates in BuildPass
What is a Form Template?
A form template is a predefined form designed to streamline various business processes.
Accessing Form Templates
Go to your Admin Dashboard.
Navigate to the Form section.
Click on Templates.
Types of Templates
Standard Templates
These are default templates provided by BuildPass.
They come with a variety of features, such as injury reports and other common forms.
Custom TemplatesFor unique requirements not covered by standard templates, you can provide your documents to the BuildPass team.
The team will create a custom template tailored to your needs.
You may contact our support team for the document(s) you want us to turn into a template
Editable Templates
These are templates within your account that you can modify as needed.
You can:
Delete blocks.
Mark blocks as required.
Set new blocks depending on the requirement of your template
etc.