Besides courses and documents, the Training Centre can ask you to fill in forms: an induction checklist, a self-assessment, a record of on-the-job training. There are two kinds. Assigned forms are ones a supervisor has given you to complete, and wait for you on the home screen. Forms you start yourself are form templates your company has opened to trainees, which you fill in whenever you need to, for example each time you do a task that has to be recorded.
Where to find it: Training Centre > Forms > Complete Form for an assigned form, or Training Centre > ··· (more) > Forms for forms you start yourself.
Concepts
| Assigned form | Form you start yourself | |
|---|---|---|
| Who starts it | A supervisor or training manager assigns it to you. | You, as often as needed. |
| Where it appears | Forms section of the home screen | ··· > Forms |
| When confirmed | Completed. Listed in Archives under Completed Forms. | Completed, or sent for approval if the form needs it. |
Quick start
- On the home screen, under Forms, press Complete Form.
- Fill in the fields. Press Save at any time to keep your progress.
- Press Confirm when everything is filled in.
- You return to the home screen and the form moves to Archives.
Assigned forms
The Forms section is the first section on the home screen. Each form waiting for you is a card with the form’s name and a Complete Form button. When nothing is waiting, the section says All caught up! You currently have no forms to complete., as above.
Filling in a form
Forms are built by your company, so their fields differ, but every form works the same way:
| Control | What it does |
|---|---|
| Camera icon (top right) | Take Photo: attach a photo to the form, for example of a completed check. Hidden once the form has been confirmed. |
| Save | Keeps what you have entered. Leave with the back arrow and carry on later. |
| Confirm | Submits the form. Required fields must be filled in first; if one is missing, a message names it: “field name” must be entered before confirmation. Confirm is hidden while your device is offline. |
| Back arrow (top right) | Leaves the form. Anything not saved is lost. |
After Confirm you return to the previous screen. A confirmed form can no longer be changed from the portal.
Forms you start yourself
- Open ··· (more) in the header and choose Forms.
- Form Templates lists the forms available to you, each with View Forms and Create Form. If none are available you see No Templates Available, as above.
- Press Create Form to start a new one, fill it in, and Save or Confirm as described above.
- View Forms lists the forms you have started from that template. Each card shows Created: with the date and time, the form’s status, any key fields the template shows on lists, and View Form. If you have none yet you see No Forms Yet Create your first form using the button above.
| Status | Meaning |
|---|---|
| Active | Saved but not confirmed. You can keep editing it. |
| Confirmed | Submitted and waiting for approval by staff. View Form opens it read-only, without Save or Confirm. |
A form that needs no approval, or has been approved, is completed and leaves this list.
Availability and permissions
- Assigned forms come from the trainee form templates your training manager maintains under Setup > Training > Trainee Form Templates, and are assigned from your trainee record with Add Form.
- Forms you start yourself are form templates whose Roles with Access setting includes Trainee, at your site. If the list is empty, none have been opened to trainees.
- You see and edit only your own forms.
Things to know
- Only assigned forms appear in Archives. Completed forms you started yourself are not listed in the portal; staff can see them in QTRACA.
- Save before you leave. The back arrow does not warn you about unsaved changes.
- Forms are not courses. Filling in a form does not complete a training course or a learning path step.