Custom Safety Templates
Custom Safety Templates allow you to create safety report forms that reflect how safety is managed in your organization. Instead of relying on a single standardized form, you can design templates that capture the exact information required for different safety scenarios.
This article explains how to create, customize, and use Custom Safety Templates.
What Are Custom Safety Templates?
Custom Safety Templates are configurable safety report forms that can be tailored to your organization’s processes. While core safety fields are included by default, all additional fields can be added, removed, or modified to meet your needs.
Templates can be assigned to access points, allowing different locations or scenarios to use different safety forms.
Create a Safety Template
Select Settings
Navigate to Safety Templates
Click Create Template
Enter a template name
Customize your Form
Select Save
Default Required Fields
Each safety template includes the following required fields:
Title
Date & Time
Description
These fields cannot be removed. All other fields are optional and fully customizable.
Add Fields to a Template
Fields can be added to the form canvas by dragging and dropping them or selecting the plus (+) icon.
Standard Field Types
You can add common field types such as:
Short text
Long text
Number
Dropdown
Multi-select checkboxes
Date & time
File upload
GPS location
Safety-Specific Field Groups
To streamline form creation, pre-configured safety field groups are available:
Incident Details – Capture information related to safety incidents
Injury & Medical – Document injuries or medical events
Cause & Risk Analysis – Record contributing factors and risks
Environmental & Property Impact – Track environmental or property damage
Guest, Customer & Legal – Capture information related to non-employees
Sign-Off & Review – Require review or approval from a supervisor
Diagrams & Sketches – Add body diagrams, accident layouts, or freeform drawings
These field groups help ensure important safety information is consistently collected.
Edit Field Settings
Select any field on the canvas to open Field Settings.
From here, you can:
Update the field label
Add help text
Mark the field as required
Delete the field
Note: Some fields, such as multi-select fields, require at least two options before they can be saved.
Add Conditional Logic
Use Conditional Logic to show/hide fields or change validation (like making a field required) based on how someone fills out the form.
Open your safety template in the builder.
Select the Logic tab (next to Fields)
Click Add Rule
In the rule builder, configure:
When this field: choose the field you want to evaluate (example: Title)
Operator: choose how to match (example: Contains)
Value: enter the value to look for (example: Fire)
Then: choose the action (example: Require)
This field: choose the field affected by the rule (example: Fire Safety Check)
Click Add Rule to save the rule
Example
When Title Contains Fire
Then Require Fire Safety Check
Save and Preview a Template
Click Save Changes at any time to update the template.
Select Preview to view the form as users will see it. Preview mode allows you to verify required fields, layout, and behavior before assigning the template.
Safety templates are supported on both desktop and mobile devices.
Assign a Safety Template to an Access Point
After creating a template, it can be assigned to an access point.
Create or edit an Access Point
Select the Event Form Template dropdown
Choose the desired safety template
Generate the QR code
When the QR code is scanned, users will see the selected safety template and all required fields configured in the form.
Additional Notes
Multiple safety templates can be created and used across different locations or scenarios.
Templates can be updated at any time. Changes apply to future submissions.