Top Digital Forms for Engineers

Capture accurate, thorough data with these digital forms

Engineering is a broad field that covers a wide range of disciplines including civil, chemical, electrical, industrial, and mechanical. This variety of engineering reflects the wide range of problems that engineers solve and the various industries and sectors they serve.

Since engineers play a crucial role in solving some of the world’s most complex problems, it’s safe to say that they require accurate, thorough data collection to be successful at what they do. With much ground to cover, powerful technology like digital forms and automations streamline data capture, ensure accurate data collection, and create an efficient, safe workplace. Here are a few of the top digital form use cases used by engineering companies today within the GoFormz platform:

Safety Documentation 

Digital forms provide a convenient and efficient way to capture and manage safety-related information, such as incidents, near-misses, safety observations, and hazard reports. Here are three of the most common safety forms used by engineering companies within GoFormz: 

  • JHAs: Dynamic Field Properties are a great asset to improve the accuracy and completeness of JHAs, reduce the risk of human error, and increase the overall effectiveness of workplace safety. Leveraging the Background Color property, specific fields can be called-out to draw attention to the importance of a specific form field – ensuring thorough data capture.

  • Weekly Safety Inspection: Automated Workflows can be used to streamline the process of collecting, organizing, and storing weekly safety inspections. This allows organizations to analyze and identify trends and safety patterns in real-time to make informed decisions around workplace safety.

  • Site Safety Audit Checklists: Employees can easily report safety concerns, incidents, or hazards, regardless of their location or the time of the day with offline data capture. Using Checkbox fields on digital site safety audit checklists, businesses can quickly identify and address potential safety risks, and take proactive measures to prevent accidents and injuries.

Administrative Engineering Digital Forms

Administrative digital forms are a valuable tool for streamlining administrative processes and improving field-to-office communication. By using digital forms, engineering administrative teams can improve their efficiency, reduce the risk of errors, and better manage the flow of information. Here are three of the most commonly used administrative forms within the GoFormz platform:

  • Evaluations: Performance and employee evaluation templates provide a structured and systematic approach for evaluating an employee’s performance and determining areas for improvement. Likert Scales in conjunction with Conditional Logic can be used to easily capture meaningful feedback from employees. If an employee provides a low score on an answer, the digital form can auto-populate an additional form field that requires the employee to add clarification to their answer.

  • Expense Reports: When employees are on the go and need to submit expenses out in the field, digital expense reports equipped with Image fields allow finance teams to properly evaluate receipts from remote locations so employees can be reimbursed within a reasonable amount of time.

  • Job Site Meeting Sign-In Forms: Digital sign-in sheets provide valuable data for tracking attendance and a convenient way to capture and manage information on who is entering a facility. When an employee signs in their name, the Date and Time field can auto-populate, further streamlining data capture.

Equipment Inspections and Tracking

Equipment inspections are periodic checks of equipment to identify any issues or problems, such as wear and tear, malfunctions, or safety hazards. By regularly inspecting and tracking equipment, organizations can reduce the risk of equipment failure, improve equipment performance, and extend the life of the equipment. Here are three of the most commonly used equipment inspections and tracking forms within the GoFormz platform:

  • Truck Maintenance Reports: Digital truck maintenance reports provide a systematic way to record and track the maintenance and repair history of each vehicle, including the type of maintenance performed, the date of service, and the cost of each repair. Equipped with an AutoNumber field, a chronological audit trail can be established to simplify tracking and referencing of vital truck history information.

  • Preventative Maintenance Log: By using digital preventative maintenance logs, organizations can improve the management of their equipment and facilities, reduce the cost of maintenance and repairs, and ensure the safety, and reliability of their equipment. Using the Reporting Tool, scheduled maintenance reports can be regularly delivered to your inbox or uploaded to integrated platforms to better identify trends and obstacles in real-time.

  • Specific Equipment Checklist: By using equipment checklists, organizations can ensure that equipment is inspected regularly and thoroughly, reducing the risk of equipment failure and improving the efficiency of the equipment. Equipment can be equipped with Barcodes that tie directly to a digital form that pertains to that exact equipment, simplifying the means of data collection in the field.

Whether you require work order forms or T&M tickets, GoFormz is the easiest way to minimize change and streamline user adoption while making a significant leap toward digital transformation. Sign up for a free 14-day trial and quickly learn how easy it is to digitize your forms today!