Who is this article for?

Users and administrators who want to learn about Lucidity InForm training topics.

Administrator permissions may be required for some features.

Lucidity InForm allows users to build their own forms, such as inspections, pre-start checklists or meeting minutes. This checklist covers topics for training sessions or self-paced learning. 

For a comprehensive guide, please refer to the InForm - Add form record.pptx
and InForm Full Training (60 mins).

1. Navigating

• Form records tab
• Form admin tab
• Dashboard tab
• Settings tab

2. Creating form groups

• Purpose and benefits of form groups
• Managing form groups via settings tab
• Allocating form groups to users

3. Building a new form

• Starting a form
• Adding form elements
• Preview, publish, and manage forms

4. Completing a form

• Choosing a form
• Save vs save and next
• Completing an example form
• List page features

5. Allocating forms (Individual or group)

• Initiating group forms for different users
• Initiating a single form for another user
• My forms on the dashboard

6. Additional information (Shared features)

• Date and signature
• Column configuration
• Dashboards
• My filters
• My emails
• Actions tab

7. Form Building Examples

• Plant Prestart

• Plant Prestart - with workflow

• Plant Prestart - with inline actions and inline attachments

• Plant Pre-Acceptance Checklist - as a Public Form

• Toolbox Minutes

• Toolbox Minutes - with links

• Toolbox Minutes - App view

• Leave Request Form

• Time Sheet Form

• Cleaning Room Checklist

• Quality Inspection

• Safe Work Method Statement

8. Attachments