Form Tools & Ongoing Tasks
Action Items, Incidents & Hazards, Behaviour Observations, Inspections, Safety Meetings, and Other Forms
30 articles
Incidents & Hazards
Articles on using Incidents & Hazards
Reporting an Incident, Near Miss, or Hazard IDCreating a report with all the information is simple!
Reporting an Incident, Near Miss, or Hazard ID as an AdminHow to create and track an incident on Workhub
Administering Incidents & HazardsHow to use the component to record your workplace incidents
Inspections
Articles on using Inspections
How to duplicate an InspectionSteps on duplicating a pre-existing Inspection checklist from your account
How to submit an Inspection as a WorkerHow to complete an inspection that has been assigned to you from your worker dashboard.
Inspections AssignmentHow best to assign your Inspection Types
How to Create InspectionsCreating Inspection sections and types
How to Fill out a Blank Inspection FormInspections can be completed off-line by downloading the Blank Checklist, which can be completed digitally or by printing it.
How to Complete & Submit an Inspection Online - Worker GuideIf an Administrator assigned an inspection to you, by either Location or Asset, you will see it under the Ongoing Tasks section of your Worker Dashboard. You can access and…
How to submit an inspection as an AdminThese are the steps to submit inspections completed on paper or digitally from the Blank PDF Checklist document.
This alternative will help inspections with limited internet or if there may…
How to Download Inspection SubmissionsSubmitted inspections can be downloaded in PDF format through multiple paths. The options available to you depend on your permission levels and the specific inspection settings configured by your administrator.
Other Forms
Articles on using Other Forms
Creating and assigning FormsMaking and assigning Forms is a cinch!
Getting started with Automatic Form SubmissionsSend your completed forms into Workhub and have them show up in your system automatically
Submitting Forms as a WorkerSubmit forms into Workhub from your worker dashboard.
Setting up a Form FrequencyForm frequencies determine how often you expect to see forms submitted for either Assets or Locations.
Passing Additional Information in a Webform to WorkhubWe support emailing a few additional fields beyond the FormID in a webform and this article shows you how to integrate them using variables.
Getting started with JotFormSend form submissions from JotForm directly into Workhub using JotForm's submission options.
Getting started with Google FormsUse Google's free form tool to send submissions directly into Workhub
Getting started with DoFormsSend form submissions from doForms directly into Workhub using doForm's submission options.
Getting started with TypeformSend form submissions from Typeform directly into Workhub.
Getting started with Device MagicSend form submissions from Device Magic into Workhub.
Getting started with FormsiteSend form submissions from Formsite into SafetySync.
Getting started with FormstackSend form submissions from Formstack directly into Workhub .
Getting started with Cognito FormsSend form submissions from Cognito Forms into Workhub.