AroFlo provides the ability to create custom checklists and forms to suit the environment you operate in, allowing you to build a catalogue of document templates that can be easily retrieved and completed from site.

Access your library of Risk Templates, OHS Checklists, and Custom Forms via Workflow > Compliance > Forms.

Risk Templates and OHS Checklists can be created in Office, while Custom Forms can only be built in Site Administration.

How to use this page

Organize custom form categories

The Categories heading refers to categories created for your custom forms. From here you can edit categories, add subcategories, and drag and drop forms from one category (or subcategory) to another. Adding main form categories is done via Site Administration. See Custom Forms.

 

 

View open/closed forms

Use the View link in the relevant column (Current or Closed) to view a list of compliance forms in that status. View column Description Risk Assessment (JSA) row View current/closed ad-hoc risk assessments. Risk Assessment row View closed risk assessments. OHS Checklist row View closed OHS Checklists. Categories area View current/closed custom forms.

 

 

Create Form

Use the link in the relevant Create column to create a form, using the selected form as a template. This method will create a standalone form which will not be attached to a task. To link a form to a task, on the applicable task, click the Compliance Forms Tab > Create Form.   Create column Description Risk Assessment (JSA) row Create an ad-hoc risk assessment. Risk Assessment row Select from your categories and create a form using a risk template as a template. OHS Checklist row Select from your categories and create a form using an OHS Checklist as a template Categories area Create a form using a custom form as a template.