Feature Name #
Form Assignments
What this feature does / allows user to do #
Allows users to access only the forms they need, whether those forms are assigned to them or
available from the form library.
Where this is located #
There are two ways to access forms:
- Home screen → Select a form
- Home screen → Forms → Assignments or Library → Select a form
How it works #
- User taps FORMS
- Selects Assignments or Library
- Selects the desired form
Why it matters #
Form assignments help keep workers organized by ensuring they only see the forms relevant to their
role, job site, or responsibilities, while still allowing access to library forms when needed.
Use Cases #
- Job site–specific forms
- Repeated or recurring forms
- Forms with required deadlines
The value to underwriting #
Ensures employees have quick access to required forms, helping mitigate risk and providing
documentation that employees were informed about safety requirements and procedures.
Best Practices #
- Encourage daily use with automated reminders
- Include specific job site tags for better tracking
- Create regular or recurring form assignments
