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Dynamic forms
Teresa Bui avatar
Written by Teresa Bui
Updated over 6 months ago

Dynamic forms (pre-start checklists, certificates, JSAs, Take 5's)

Dynamic Forms are an extension on Uptick that needs to be turned in your server before use. Once enabled, this extension allows the creation of custom electronic forms that can be filled out and sent from either a technician's app when onsite or by the office via the web.


โ€‹For Australia & New Zealand Users

These could be anything from SWMS, JSA's or OH&S's to site-specific paperwork or documents required by a specific client. Just like your reports in Uptick, they can be customised for a cost. We offer a Take 5 and a COVID-19 Prestart Checklist as a free template for you to start with, just ask support.

For UK Users

These could be anything from Fire Alarm Installation Checklists, Risk Assessments or Certificates. Just like your reports in Uptick, they can be customised for a cost. We offer a library of forms, certificates and checklists ready for use, if you do not have access to these on your server, please send a message to our support team and they can assist you.
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Dynamic form change requests

You can make a request if you need changes made to your dynamic form. To ensure the appropriate changes are made accurately and in a timely manner, it is advised that you provide a markup document with the required changes. To learn more about marking up dynamic forms, see the article here.

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