Create a process template with form

It is not uncommon that various business processes, e.g. daily site walk, quality / safety checklist, request for inspections, etc. remain in paper-based system.

It is possible to digitalize them in RDrive and there are many ways to go about it. The best solution often comes from a clear understanding of the business process where the form is involved. It translates to the business requirements that guide you to configure the template set up.

Overview

It is important to first understand:

1. Process Template

2. Form Template (Default form and Optional form)

What's the difference?
A Process Template is an umbrella, that consists of a Form Template or a combination of Form Templates.

First, log in to Company Area. (Only the company admin can access this page.)

Click Settings to access Categories page, select Category and Subcategory to add the template.
click here to know how to add a category and subcategory.

To add a process template.

You can create a new template by clicking the ⊕ button.

Enter the process code and title, click OK.

UPLOAD if you have a downloaded file.

Process created!! Now we can start to add a new form template;)

Click the ✚ button at the bottom right corner.

Enter the information of the form, such as Form code, Title, Tags, Description, Language, Default form or Optional.
Click OK to save.

What is the Optional form?
An Optional form is not included in the process when the process is added, the user can add it by the Add form function when needed.
Will be using it for the additional page of the form normally, such as the photo page, check items etc.

Form template created. Now, please upload the form image(s).
You can upload a PDF with multiple pages or upload images one by one.

If you need to add more form(s), kindly click the ✚ button at the bottom right corner to continue adding, so on.

Then, click the magic pen to access the form wizard to set up a digital form.
To set up the form template below is a compact guide. For more details, please visit THIS PAGE.

Can the Form template be used in more than one Inspections?

NO.

Save and return to the process template page to carry on after form set up.

PUBLISH if it is ready to use ?, it will create a version of this template.

Enter a message to remind you what this release is about.
OK to confirm.

Done. ? ? ?

You are able to add a profile of this template at the project level now.