How do I use form fields in Method Statement Templates?

Firstly, you will need to login to your Notify account, you can do this here

1. Click on the Method Templates tab

 

2. Click on Create New Method Statement Template

If you are editing an existing template, click on the template rather than creating a new one. 

3. Select Create 1st Section or Section Type in the Form Fields menu

 

4. Add the section details

Here, add a title for your section, for example 'General details'. 

You can also include a section description, as well as allowing the section to be marked as Not Applicable when the method statement is being completed.

5. Click on the field type(s) that you would like to include in your template

As you add in the fields, you will notice that you're able to customise how these will appear in your template - an overview on these is provided below: 

• Required
  Any fields you mark as required will block the user from completing the form if these are not answered.
• Remember last answer
  Any fields that have this checked will remember what the user entered the last time they carried out the form.
• Placeholder
  Including placeholders will allow you to provide an example answer or guidance for the user.
• Hide not applicable option
  Removing this option will hide the ability to mark questions as not applicable.
  
  

The following part of the article will provide an overview of each form field type - alternatively, click on each item below to read more: 

1. Section Type

2. Text Box

3. Multi-line Text Box

4. Rich Text Editor

5. List

6. Date/Time Picker

7. Linear Scale

8. Action Creator

9. Yes / No / Not Applicable

10. Safe / At-Risk

11. Picture

12. Global List

13. Location

14. Red / Amber / Green

15. Embedded Picture

16. Confirmation

17. Guidance Text

18. E-Signature

19. Substance Properties

20. PPE Requirements

Section Type 
When you want to add a new section in your template, click on this. You are then able to include the other form fields within the sections you create. 


Text Box
Use this for collecting small amounts of information e.g. Client name 


Multi-line Text
This field can be used as a way to capture notes; comment boxes, and/or allow users to enter larger amounts of text. 


Rich Text Editor This field is the same as the Multi-line text box but it provides users with the ability to format text and include hyperlinks when used on the web. 
This field is not yet supported on our AI app and will default to a Multi-line text box. 


List Use this field to create single or multiple selection checklists.
Select Add Option to create items on your list; to allow users to select multiple options you will need to check 'Allow the user to select multiple options'.


Date/Time Picker
This field can be used to allow users to enter dates and/or times when completing the form, e.g. contract start/end date


Linear Scale Use this field to allow users to select on a linear scale.


Action Creator Including this field will allow users to create and assign actions whilst completing the form.


Yes / No / N/A
Use this field to add questions requiring a yes, no or not applicable response. To remove the n/a option, select Hide not applicable option. 


Safe / At-Risk This field will allow users to mark an item as Safe, At Risk or Not Applicable


Picture Using this field will allow users to upload pictures whilst completing the form.


Global List This field will allow you to select from existing lists created in the Global Lists tab - when a method statement is being carried completed, the user will be able to select an item from the list. e.g. Standards and Clauses.
 
Location
Using the location field will allow users to enter their location in regard to their organisation structure; map location or address. 

Red / Amber / Green
This field will allow users to rate a statement or question on a red, amber or green scale. The button's will default to RAG, however these can be overridden in the text boxes shown above.

Embedded Picture Use this field to embed pictures into the template, e.g. Images in a DSE assessment to show what 'ideal' looks like. 


Confirmation Using this field will include a small check box for users to mark. e.g. Check this box to confirm you have observed the above image. 
Guidance Text This field will allow you to provide guidance to the user on how to answer questions, the level of detail required, reminders on what they need to observe etc.,


E-Signature

Using the E-signature field will allow users to sign the method statement. 
With this field, you have the ability to geo-tag the location (location services must be enabled on devices to collect this), as well as capturing the date and time the signature was collected.

Substance Properties

This field will allow the user to select the relevant hazardous properties of a substance.

PPE Requirements

This field will enable the user to select the relevant PPE requirements for the project.