Setting up & Managing Users:

There are a few steps that need to be undertaken once to utilise the Quadpro Forms module. The Quadpro Helpdesk can assist you with this part of the process. Follow the steps to set up your Forms here – Quadpro Forms: Getting Started

Once Quadpro Forms has been installed on to your Quadpro system, you will notice a new menu option for you to access. 

The first part of the setup process consists of User Management. There are three types of Users that will utilise Forms:

  • Staff Member – For example a teacher who needs to complete a safety assessment before a trip, event or using equipment
  • Operative – For use by the assigned Operative for either routine checks, asset checks and much more.
  • Estates Management Staff – For use when checks need to be carried out by managerial positioned staff.


Departments:

As Forms employs departments as part of the categorisation process you will need to ensure your staff and colleagues are set up and allocated a department. If you do not have any departments set up already, you can do so via the steps below:


The Form Sub Sections:

To open Forms, just double click on the Checks option, and all created Checks will be shown. If this is the first use of the module, you will need to create Form Sectors, Form Lists, Question Groups and Questions to build your Checks.


Form Sectors:


Sectors form the basis of your checks and where they will be associated under, such as Fire Safety or H&S and Electrical.

Form List:

 

Form List is where you name your Forms which you will then use when carrying out various checks. 

Question Groups:

Question Groups allow you to apply a category to a Question – for example Firefighting Equipment or Electrical Lighting.

Questions:

Questions can be created and for use on Forms.

Forms:

A Form is a collection of Questions arranged in Question Groups.

Checks:

Checks are created to use a Form and can be set to regular schedules as determined in the set-up process.