Custom Forms

Create a Custom Form | Edit a Custom Form | Remove Custom Forms

Custom Forms allow you to make changes to the default incident forms. You can set custom forms for an entire group or a specific client.

Create a Custom Form

1. Select Custom Forms from the Setup menu in the administration site navigation bar
   • To create a form for a specific client only, select that company in the Company to Filter Results field
2. Click the New button on the right
3. Select the Type of Form
   • State First Report of Injury forms include only the State specific section that appears in the Claim Report tab of the Incident Editor
   • Auto/Fleet, Environmental, General Liability, and Property forms must also have a category: Claim, Incident, or Near Miss
   • Work-Related Illness and Work-Related Injury forms have an additional category: [OSHA] Recordable 
4. If necessary, also select a form Category
5. If desired, select an existing form to copy the layout from
   • To copy the default form for modification, select the form with the same Type and Category as you selected in steps 3 and 4
6. Click Create to begin editing the custom form

Edit a Custom Form

1. Select Custom Forms from the Setup menu in the administration site navigation bar
   • To create a form for a specific client only, select that company in the Company to Filter Results field
2. Click the title of the form you would like to edit
   • You are able to:
     • Add, edit, or reorder tabs (tabs are listed in the panel on the left)
     • Add, edit, or reorder sections in a tab
     • Add, edit, or sort fields in a section
   • The most common use of custom forms is to customize which fields are required to record an incident
   • Fields are mapped to specific sections of incident reports; moving or renaming a field will not change where the field is mapped on a report
3. Click the icon to edit a field, or the icon to remove a field
   • When adding or editing a field, you must choose a category and a field. Category will correspond to the tab that the field appears on by default
   • The same field cannot be included in a form more than once. If a field is already present in a form, it will not appear in the field list
4. Click Next to advance to the next tab of the custom form editor
5. Advance to the last tab in your custom form to Save

Remove Custom Forms

1. Select Custom Forms from the Setup menu in the administration site navigation bar
   • To create a form for a specific client only, select that company in the Company to Filter Results field
2. Check the box(es) to the left of the form(s) that you would like to remove
3. Click the Delete button on the right
4. Click Yes in the confirmation dialog

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