Create a Form

Create a form in the App

Table of Contents

How to Create a New Form Starting Points for Form Creation The "Add New Form" Menu Create New Form Form Examples Create a Training Record Create a TAKE 5 Create a Generic Plant Prestart Create a Daily Site Prestart Create an Incident Report

How to Create a New Form

Creating a new form in the Prestartr app is a straightforward process that can be started from several different locations. This guide will walk you through the steps to successfully create and configure a new form.

Starting Points for Form Creation

You can begin the process of creating a new form from multiple modules within the app:

  • Dashboard (if configured for quick access)
  • Forms 
  • Jobs
  • Plant
  • Work Orders
  • Companies
  • People (for Users only)

The "Add New Form" Menu

Regardless of where you start, you will be presented with the Add New Form menu. This menu has four key fields that link your new form to the correct record in the app.

Template: This is the type of form you want to create.

Example: 'Take 5', 'Site Inspection', 'Training Record'.

Entity: This is the category that the form relates to. This field often auto-populates based on the Template you select.

Example: A 'Vehicle Inspection' template will set the Entity to 'Plant'.

Record: This is the specific item you are creating the form for. You will select this from a list.

Example: If the Entity is 'Plant', the Record would be where you select the specific vehicle, like 'Excavator-001'.

Zone: This field allows you to assign the form to a specific area or location. The options shown will be filtered based on the selected Entity and Record.

Create New Form

Once all fields are correctly filled, tap the Create New Form button to generate the form.

Important Note: All newly created forms are automatically saved with a Draft status.

Form Examples

Create a Training Record

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Example: Create a Training Record

  1. Workflow

Prestartr Training Records

  1. Log in to the Prestartr app and navigate to the Form module.
  2. Tap the Add icon in the bottom right or the Add New icon in the upper right.
  3. Select the Training Record form template.
  4. Fill out the required details of the Training Record such as Certificate/License/Course Name, Certificate/License/Course Number, Course Provider, and Assessment and Expiry dates.
  5. Upload any relevant Files or Photos.
  6. Tap Save and check your Training Record draft is correct. You can Edit, Submit, or Delete the form.
  7. Once submitted, you can still Delete the form or go back home to the Dashboard.
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Create a TAKE 5

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Create a TAKE 5

  1. Overview
  2. Questions
  3. Job/Task
  4. Sign/Submit

The Take 5 form in Prestartr is designed to help you identify hazards and manage risks before starting a task. Follow these steps to create, document, and submit your assessment.

  1. Initiate the Form
  2. Select Project Details
  3. Enter Required Information
  4. Add a Risk Assessment (Optional)
  5. Sign and Save as Draft
  6. Submit the Form
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Create a Generic Plant Prestart

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Plant Prestart Overview

  1. Overview
  2. Create
  3. Questions
  4. Sign/Submit

How to Complete a Plant Prestart

Follow these steps to complete your daily equipment inspection.

Start a New Prestart

There are two ways to begin:

  • From the Dashboard: Tap Complete Plant Prestart.
  • From the Forms Module: Tap Add New.

Identify the Equipment

  • Select the specific equipment from the list or scan the QR code located on the machine.
  • Enter the current odometer reading and select the job site.
  • Tap Complete Daily Prestart - Generic Plant.

Conduct the Inspection

Review and respond to all questions under the PRE-OP FLUIDS and EXTERNAL INSPECTIONS sections.

  • Dynamic Fields: Some answers will trigger additional fields. If prompted, provide a comment and upload a photo to document any issues.
  • Sign-off: Once all questions are answered, select the name in the Checked By field and provide your digital signature.

Save, Edit, or Submit

  • Save as Draft: Tap Save. This places the form in Draft status, allowing you to edit or update details later.
  • Submit: Tap Submit to finalize the prestart. Note that once submitted, the form can no longer be edited.
  • Delete: If you started the form in error, tap the Delete button to remove it.
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Create a Daily Site Prestart

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Daily Prestart Overview

  1. Overview
  2. Create
  3. Questions
  4. Check in/Check Out

How to Complete a Daily Site Prestart

Follow these steps to complete your daily equipment inspection.

Start a New Prestart

There are two ways to begin:

  •   From the Dashboard: Tap Daily Site Prestart.
  •   From the Forms Module: Tap Add New.

Identify the Work Site

  •   Select the specific work site or job from the list.
  •   Enter the zone as needed.
  •   Tap Create Daily Site Prestart.

Complete the Prestart

Review and respond to all questions on the Prestart.

  •   Project - Location - Date & Time 
  •   Conducted by - Planned Activities - Deliveries - Issues/Concerns/Other

Save, Edit, or Submit

  •   Save as Draft: Tap Save. This places the form in Draft status, allowing you to edit or update details later.
  •   Submit: Tap Submit to finalize the prestart. Note that once submitted, the form can no longer be edited.
  •   Delete: If you started the form in error, tap the Delete button to remove it.
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Create an Incident Report

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Incident Form Overview

  1. Overview
  2. Questions
  3. People & Witnesses
  4. Save & Submit

How to Complete an Incident Report

Follow these steps to complete Incident Form.

Start a New Incident Report

There are two ways to begin:

  •   From the Dashboard: Tap Incident Report.
  •   From the Forms Module: Tap Add New.

Update the Report questions

Review and respond to all questions on the Report.

  •   Add relevant Files
  •   Add Involved Persons and Witnesses

Save, Edit, or Submit

  •   Save as Draft: Tap Save. This places the form in Draft status, allowing you to edit or update details later.
  •   Submit: Tap Submit to finalize the report. Note that once submitted, the form can no longer be edited.
  •   Delete: If you started the form in error, tap the Delete button to remove it.
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