On-site forms and information

Introducing on-site forms and information

Use on-site forms & info to share essential workplace information, processes and forms with everyone on site, and make sure that info is available after check-in. 

You can use on-site forms for:

• Incident reports
• Logging equipment issues
• Sharing wi-fi details or key contacts
• Daily briefings
• Coffee orders
• Hazard lists
• and more!

On-site forms is an add-on feature, charged per site. Each site can have multiple forms/info for the same price. View pricing.

How to set up an on-site form or information

1. In the EVA Check-in portal, go to Overview > Processes and forms
   
   
2. Click “Create” to create a new form/info, or get started by editing one of our templates:
   
   ❓Can't see any templates? Contact us and we can load them for you.
   
   
3. Give your form/info a name, and add or modify any content/fields you need. This can include static information and/or form fields (text, date, time, radio buttons & more)
   
   
4. Publish your form/info to the relevant site(s).
   
5. You can also, if you wish, specify an email address to receive form submissions.
   

Adding/editing fields within a form/info

Fields are the questions asked of a visitor as they complete an on-site form.

You can edit each field to suit, with introductory text, a field type and label.

Field types

Available field types you can include in your on-site form are:

• text - short/multi-line field
• date
• time
• number
• email 
• checkbox
• radio buttons
• dropdown
• file upload (incl photo)
• signature

Field options

Optionally, select field options:

• Pre-fill - field will be pre-filled if we have the details already (eg from check-in)
• Staff to complete – use this if it's something a staff member needs to complete rather than a visitor
• Required