Organize with Categories and Classes

Introduction

As you begin to build form templates, you’ll want to keep them organized. The form builder structures your form templates into categories and classes. When you're finished, your setup may look something like what you see below:

Classes and Categories

Categories

Categories are the highest level of organization when you're building form templates. Once you create a category, you’ll simply need to give it a Name. Remember that your Forms are going to be organized into classes and categories, so try to create an outline that's flexible but not overly deconstructed. 
 There's no real magic to categories - you can have one or many. Categories are primarily built to help with navigating the application. Always try to have a category with multiple classes underneath it.

Here’s a few good examples of category names:

  • Workplace Exposures & Protections
  • Fire Protection & Prevention
  • Safety
  • Quality
  • Ergonomics
  • Buildings and Equipment
  • Material Handling

Add a Category

  1. Click (Your Name) > Form Builder.
  2. Click Category Options.
  3. Click Add Category.
  4. Type the name of the new category.
  5. Click Create Category.

    Add a Category

Classes

Classes are the glue that holds your form templates together under categories. Classes fit between the category and form templates, and you can have one or many form templates in each class. You can improve the organization of your classes by adding an icon to the class that is a visual representation of the assets, forms, or process that class outlines.

Classes enable asset tracking which allows all of the relevant identifiers, attributes, question exclusions, and form templates for assets. You can also use classes to easily group form templates that don't track assets also.

Here’s a few good examples of class names:

Category: Workplace Exposures

  • Machine Guarding
  • Lock Out / Tag out - Energy Control
  • Personal Protective Equipment
  • Sanitation

Add a Class

  1. Click (Your Name) > Form Builder.
  2. Click + beside the category you want to add the class to.
  3. Type the name of the new class, upload an icon, and decide whether this class will Track Assets.
  4. If you selected to Track Assets, fill in the additional fields for ID1 Name, ID2 Name, Asset Status settings, and Urgent Note settings.
  5. Click Create Class.

    Add a Class

Still need help? Contact Us Contact Us