1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io instance
2. Click the "Configure" tab from the side menu
3. Click the "Form templates" button from the drop down menu
4. Click the "ADD FORM" button
5. To create the first question in the form, click the "ADD FIELD" button
6. Click the "Input Type" field
7. Select the input type for the first question of the form via the drop down menu.
"Multiple Choice" allows the user completing the form to select multiple options for the question.
"Text" allows the user completing the form to type in free text for their answer to the question.
"Media" allows the user completing the form to upload an image or media file as their answer to the question.
"Media & Text" allows the user completing the form to upload a media file and free text as their answer to the question.
8. Click the "ADD" button once you have selected the correct input type
9. To edit the first question, click the pencil icon shown below
10. Type in the first question
11. If you would like to make this first question mandatory in the form, click the "Required" toggle
12. Click the "Severity" field
13. Select the correct severity that you wish to assign to the question. This can play a crucial role when building forms like a Vehicle Pre-start Checklist or a risk assessment when entering a job site.
"Notice" being minimal impact when the driver tries to log in.
"Action Required" meaning that the driver won't be able to log in successfully if they fail the question.
14. If you want to change the "Yes" answer to a "Pass" answer, you can do so here
15. If you want to change the "No" answer to a "Fail" answer, you can do so here
16. To add a new response option, click the "ADD OPTION" button
17. Once you are happy with the question, click the "ADD" button
18. Click the "SAVE" button to save your changes
19. Type in a name for the form
20. Type in a description for the form
21. Click the "SAVE" button to create this form
You have now created this form within your Allotrac.io site. This form will now be available to nest within your vehicles if you have created a pre-start checklist, or your various workflows if you have built a workflow specific form such as an on site risk assessment, weighbridge docket form or a job checklist.