Lighthouse – Adding New Form Templates

There are three form types in Lighthouse: tasks, issues and audits. The different type of forms offer flexibility and are designed to cover a wide range of uses. Forms can be filled out in both web and mobile. All forms can assigned to all locations or a specific location/area.

Adding an issue template

  1. Click the Templates menu option
  2. Click the Issues tab
  3. Click the New Template button
  4. Enter the name of the form in the Title field
  5. Optional: click the Locations drop down and check the appropriate locations

    6. Note:  If you leave the Locations field blank, the form will be available at all locations.

  6. Optional: click the Areas drop down and check the appropriate areas

    7. Note:  If you leave the Areas field blank, the form will be available at all areas.

  7. Continue to fill out the form completing the fields in each group and adding groups as appropriate
  8. Click the Save button to save the form

Once the template is saved, it displays in the list on the Issues tab.

For additional details on setting up a new issue template use this link.

Adding a task template

  1. Click the Templates menu option
  2. Click the Tasks tab
  3. Click the New Template button
  4. Enter the name of the form in the Title field
  5. Optional: click the Locations drop down and check the appropriate locations

    6. Note:  If you leave the Locations field blank, the form will be available at all locations.

  6. Optional: click the Zones drop down and check the appropriate locations

    7. Note:  If you leave the Zones field blank, the form will be available at all zones.

  7. Continue to fill out the form completing the fields in each group and adding groups as appropriate
  8. Click the Save button to save the form

Once the template is saved, it displays in the list on the Tasks tab.

For additional details on setting up a new task template use this link.

Adding an audit template

  1. Click the Templates menu option
  2. Click the Audits tab
  3. Click the New Template button
  4. Enter the name of the form in the Title field
  5. Optional: click the Locations drop down and check the appropriate locations

    6. Note:  If you leave the Locations field blank, the form will be available at all locations.

  6. Optional: click the Zones drop down and check the appropriate locations

    7. Note:  If you leave the Zones field blank, the form will be available at all zones.

  7. Optional: click the Add Group button (under the Header Fields heading) to add a form header, complete the fields and add header groups as appropriate
  8. Continue to fill out the form completing the fields in each group and adding groups as appropriate
  9. Optional: click the Add Group button (under the Footer Fields heading) to add a form footer, complete the fields and add header groups as appropriate
  10. Click the Save button to save the form

Once the template is saved, it displays in the list on the Audit tab.

For additional details on setting up a new audit template use this link.