Use checklists and forms

Choose the right starting point

1. Open Forms.
2. Review the preset library for a suitable safety, quality or administration template.
3. If needed, select Create Form Template.
4. Enter the form name, category, description and project scope.
5. Add fields in a logical order, mark required answers and publish only after review.

Use forms consistently

Keep each form focused on one process. Do not duplicate an existing controlled template without a clear reason.