How forms work

The life of a form, from first draft to reviewed submission.

For everyonePortal and app2 min read

A form is a digital version of the paperwork your organization already relies on: sign-in sheets, pre-use equipment checks, intake questionnaires, quality audits, handover notes. People fill them out on a phone, tablet or computer, and the answers are stored centrally so you can review, approve and report on them.

Forms in different industries

• Facilities: a monthly fire-door walkthrough checklist.
• Healthcare: a daily crash-cart readiness check with a signature.
• Manufacturing: a line start-up audit that is scored against a standard.
• Field service: a customer sign-off form with photos of the finished work.

Form types

Every form has a type. The type helps people filter their lists and helps you report on similar work together. It does not change how the form behaves.

Type	Typically used for
Form	Collecting information: requests, reports, sign-offs, questionnaires.
Checklist	Confirming that a set of steps or conditions was checked.
Audit	Measuring against a standard, often with scoring and a reviewer.

The life of a form

1. Build An administrator creates the form in the Ranes Portal and adds questions, instructions, media and signatures.
2. Publish The draft is published as a revision. Only published forms can be assigned or filled out.
3. Assign The form is sent to people, groups, jobs or the whole organization, with optional due dates. Forms can also be offered in the Library with no assignment needed.
4. Complete Team members open the form in the Ranes app, answer it, sign if needed, and submit.
5. Review Administrators see submissions as they arrive, check scores, and approve or reject them.

Who does what

Role	Where	Main tasks
Administrators	Ranes Portal (web)	Build, publish, assign, review and report.
Team members	Ranes app (phone, tablet or browser)	Find assigned forms, fill them out, sign and submit.

Tip

Forms can also be attached to Planner tasks, so a check has to be completed as part of a larger job. See Add tasks to a planner.