Forms

Build digital forms, checklists and audits, send them to the right people, and review what comes back.

Getting started

What forms are and the words you'll see.

• How forms workThe life of a form, from first draft to reviewed submission.Everyone
• Forms glossaryPlain-language definitions for drafts, revisions, assignments, submissions and more.Everyone

Build and publish

Create a form in the Portal and make it ready to use.

• Create a new formStart a form, give it a name and type, and open the builder.Administrators
• Add content to a formQuestions, instructions, images, video, PDFs, file uploads, signatures and page breaks.Administrators
• Question typesChoose the right answer format: text, multiple choice, checkboxes, dropdown, date and time, or slider.Administrators
• Add a stop checkPause a form until a named reviewer approves, for hold points and sign-offs.Administrators
• Score a formGive answers points, define outcome bands, and choose whether people see their result.Administrators
• Form settingsRename a form, change its type, and control Library, Planner and public access.Administrators
• Publish a form and manage revisionsPublish drafts, preview older versions and start a new draft safely.Administrators

Assign and review

Send forms to people and act on their submissions.

• Assign a formSend a form to people, groups, jobs or everyone, with availability and due dates.Administrators
• Review and approve submissionsFind submissions, check scores and answers, and approve or reject them.Administrators

Fill out forms

For team members completing forms in the app.

• Find your formsWhere assigned forms, Library forms and past submissions live in the app.Team members
• Fill out and submit a formAnswer questions, attach files, sign, save your progress and submit.Team members
• Complete a stop checkWhat happens when a form pauses for a reviewer's approval.Team members
• View your submitted formsCheck what you've submitted and whether it has been reviewed.Team members

Troubleshooting

Quick answers to common problems.

• Forms troubleshootingFixes for the most common form problems.Everyone

How Forms connects to the rest of Ranes

• UsesCompany setupForms are assigned to the people, groups and jobs you set up. Assign a form
• FeedsTime trackingTap In forms must be completed before someone can tap in. Require checks before people tap in
• FeedsPlannersPlanner forms are attached to tasks and must be completed before the task. Add tasks to a planner
• FeedsJobs and the workspaceForm assignments and submissions appear in the job's Forms section and on the Work board. Track work on the Work board
• FeedsReportsForm answers, scores and reviews feed form reports. Reports available today