Form Builder

Action Forms allows you to create and save your own form templates including incident reports, change requests, corrective action plans, risk assessments or minutes of meetings.

Simple to use Action Forms

Many actions can result from completed forms. The forms section allows you to build your own form templates to match your business processes, letting you create and track actions from within a completed form for many activitities, including risk assessments and incident reports.

WebActionhero Form Builder
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Create Form Templates

Use our Form Builder to create and save your own form templates. Use form templates to complete numerous project activities such as incident reports, change requests, corrective action plans, risk assessments or minutes of meetings. Link actions to your custom workflows to stay on schedule; ensure regulatory compliance and provide effective risk management.

Create Form Templates
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Form Template Library

Create any type of form you require using form builder and then save it to our comprehensive form template library. We already have a variety of forms already created for you in the form template library such as incident report forms or risk assessment forms, but you can create your own additional ones from scratch or you can take one of ours and modify and save it to suit your own business processes. You can choose from a variety of form fields and organize them to best fit your needs.

Form Template Library
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Fill Out a Form

When conducting a new activity for your project, select a form template to fill out. Create any actions within the form and add workflows as you do for other project actions.

Fill Out a Form
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Form Links

Easily switch between your form workflow tasks, actions and the source form to understand the origin of form actions. Open your form as an activity, view the status of all actions related to the form or click on an action to view further details.

Form Links
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