Create a new form

Start a form, give it a name and type, and open the builder.

For administratorsPortal3 min read

Before you start

• You can manage forms in the Ranes Portal.

Every form starts as an empty draft. You can build it in one sitting or save and come back later.

1. Open Forms In the Ranes Portal, go to Forms › Manage.
2. Create the form Select New form. Enter a clear name, such as Vehicle pre-trip inspection or Visitor sign-in.
3. Pick a type Choose Form, Checklist or Audit. You can change this later on the Settings tab.
4. Add a description Explain when the form should be used. People see this when they browse forms.
5. Build the content Go to the Build tab and add content. See Add content to a form.

Screenshot coming soon

The Forms list with the New form button, and the Build, Settings, Revisions, Assignments and Submissions tabs of a form.

The form tabs

Tab	What it's for
Build	Add and arrange questions, instructions, media, signatures and stop checks. Set up scoring.
Settings	Name, type, description, Library access and other options.
Revisions	See drafts and published versions, and publish or start a new draft.
Assignments	Send the form to people and track what's outstanding.
Submissions	Review responses, scores and approvals.

Tip

Name forms for what people are doing, not for the paper form number. Forklift daily check is easier to find than FM-114 rev C. Put the reference number in the description so it's still searchable.