Form templates
For owners and managers
Form templates are the forms engineers fill in on site: a gas safety check, a fire alarm inspection, a risk assessment. Sustainable ERP comes with a starter set for several trades. You can change them or make your own.
Open Settings → Form templates to see them, with their version and what uses them.
How a visit gets its forms
Section titled “How a visit gets its forms”- By job type: forms linked to a job type are on every visit of that type. Set them in Settings → Job types.
- By asset type: forms linked to an asset type are filled in once for each asset of that type on the job, like one boiler check per boiler. Set them in Settings → Asset types.
- By maintenance plan: a planned maintenance (PPM) plan can name its own form.
Each link can be required: the engineer can’t finish the visit until it’s done.
Versions
Section titled “Versions”A published form never changes. When you edit a form and publish it, it becomes a new version. Visits already under way keep the version they started with, so a form filled in last month always reads the way it did.