Lighthouse – Adding an Issue Form Template

Issue forms are designed to capture non-scheduled activity and/or activity where follow-up actions may be required. This type of form includes automatic reporting fields for status and assigned users. Notification preferences can be set based on issue status and the time-line of activity is recorded automatically. Also, issues include features where you can assign it to an individual to notify them, and you have the capability to change/track the status of the issue.

Issue template examples

  • Incident reports
  • Slip and fall reports
  • Safety/hazard reports
  • Maintenance needs

Adding a new issue form 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:  Leaving the Location field blank allows the template to be available for use at every location.

  7. Optional: click the Zones drop down and check the appropriate zones
  8. Note:  Leaving the Zones field blank allows the template to be available for use at every location.

  9. In the New Group section, enter the name of the group in the Group Label field
  10. Optional: enter details or instructions in the Description field
  11. Click the Repeatable drop down and choose from Unlimited, Not Repeatable or a value of 1-10
  12. Example:  If this new group was set up for witnesses, you could repeat this group to include multiple witness information.

  13. Select the User can skip check box if you want to allow the user to skip this group when filling out the form
  14. Enter the questions you want answered in the Field column
  15. Select the Required check box to ensure the employee enters the selection
  16. Tip:  When a field is set to required, the employee is not able to save/submit the form without entering this information.

  17. Select the Summary Field check box if you want the field information to display in the activity summary section at the top of the Daily Location Report.
  18. Note:  There is a limit of up to three displayed Summary Fields per form template. Summary fields should be reserved for the most important content in the form.

  19. Select the Type drop down and select the appropriate option
    • Date - opens a wheel calendar to choose a date
    • Display Image - displays images that users see when they view the form. Images can be displayed when the form is opened or pinned to the form permanently by selecting the Display always option.
    • Display Text - provides static text often used to list instructions. Select Display always if you always want the text to display or Display on form entry only - if you want the text to display only once and if the user opens the form again to edit it, then it will not display the instructions again. Also, style formatting can be added to the text.
    • Example:  If you want post orders to display every time the employee opens the form, then the instructions would be listed in this field, and the next field could be set up with a question "Do you understand the instructions for this post?".

    • File – provides the ability to attach a PDF or Word document. This feature is only accessible when using the web app.
    • Example:  If the employee completed an incident report using the mobile app, but later there were additional details that needed to be added to it, an office employee could later attach a file using the web access.

    • Number – changes the keypad to numbers and limits the user to enter only numbers.
    • Tip:  This is often used for a phone number field.

    • Photo – allows the user to take a picture with their mobile devices camera or to attach photos from the library (if provisioned). There is no limit to how many photos the user can attach, but if you make this field a summary field, then only the first photo displays in the summary table on the Daily Location Report.
    • Select – adds a multiple choice field. Select the appropriate option.
      • Checkboxes - adds check boxes for the user to choose from
      • Multi Select List - the user can select more than one choice
      • Radio Buttons - adds buttons for the user to choose from
      • Single Select List - the user can only select one choice
      • Star Rating - displays stars. The user selects one to five stars to rate something
    • Signature – displays a box for the user to use their finger to sign their name.
    • Switch – displays a check mark box. It allows the user to check off that something has been completed.
    • Text – this option allows the user to type in an answer. This is often used to ask a specific question or a command that must result in the user typing out an answer. When the Multi-line option is selected the field becomes responsive to how much text is typed in the field.
    • Tip:  It is best to limit the use of the Text data type, as free-form entry allows typos. Also, if you export the report data it is easier to analyze structured data.

    • Time – allows the user to enter a time.
  20. Optional: to add another group, click the Add Group button.

  21. When the form is complete, click the Save button at the bottom of the form.

Reordering fields and groups

While creating your form you might have a need to reorder fields and/or groups.

To reorder fields, use the arrows located on the right of the fields to move them up or down.

To reorder groups, use the Move Up or Move Down buttons located at the top of the group.

Deleting fields and groups

To delete a field, click on the trash icon to the right of the field.

To delete a group, click the Remove button located on the top of the group.

Tip:  To save time, use the duplicate option to make a copy of an existing template and then edit as needed. Hover over the appropriate template and click the Duplicate option.