Occasionally, a policy will refer to a form that must be completed by workers under certain circumstances. Examples include:

  • Injury Reporting Policy -> Employee's Report of Injury or Illness

  • Hazard Management Policy -> Hazard ID Report

  • Inspection Policy -> Inspection Checklist

Once linked, the related forms will appear below the policy in My Portal.

These "links" or "relations" between policies and forms are simple to set up.

Head to the Admin side and then click the policies card.

Click on the policy for which you would like to link a form.

On the Policy Details you'll see related forms:

Click the button Add.

This will launch a popup window with all the forms that have been uploaded for your organization. Tick the checkboxes next to the appropriate form.

Click Apply Changes.

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