Create Shareable Health And Safety Audits With Gravity Forms

With the current global COVID-19 pandemic, many businesses are looking for options to make their workflows more automatic and digital-first, while abiding by important health and safety standards.

Setting up a Health and Safety Inspection form with Gravity Forms is perfect for consultants and small companies who want to avoid paperwork and get things done right – while being sure that they’re auditable.

Commitment to occupational health and safety is an important step toward achieving safe and productive working conditions. An occupational health and safety inspection audit helps you evaluate the safety conditions and practices in any workplace in accordance to common safety standards and regulations.

These inspections can show the safety criteria to be met in order to better address compliance gaps, and provide opportunities to improve the workplace environment.

The key benefit of using Gravity Forms to manage inspections, audits, and workflows is that you don’t have to use a dedicated WordPress plugin. Gravity Forms is easy to use and you can set it up for inspections on your website in a few simple steps.

In addition to this, using Gravity Forms simplifies the process of facilitating notifications to suppliers, teammates and customers for automatic updates on the Audits done while inspections are happening in real-time.

In this article, we’ll show you how to create a form that allows your technicians and auditors to do in-the-field Audits and Inspections using Gravity Forms and various Gravity Perks.

Getting Started

This article assumes you’ve installed Gravity Forms, GF Nested Forms and GF Populate Anything.

Steps

1. Create a Nested Form to register Observations
2. Create a Nested Form to register Hazard Assessments
3. Create a Parent Form to collect General Inspection Data

Step 1 – Create a Nested Form to register Observations

First, we’ll create a Nested Form to collect individual Observations. We will use a Radio Buttons field to set the type of observation and a Paragraph Text field to let the Auditor send some recommendations.

Step 2 – Create a Nested Form to register Hazard Assessments

Next, we’ll create another Nested Form to collect individual Hazard Assessments. We will use a Single Line Text field to set the type of Hazard and 2 Radio Button fields to set the Risk Matrix.

Step 3 – Create a Parent Form to collect General Inspection Data

In the Parent Form we will collect General Inspection Data such as Date of the Inspection and the Auditor details.

Gravity Forms has many merge tags which makes our work much easier when working with default values such as populating the current date on a Date field using {date_mdy} merge tag.

We will use a Single Line Text field to populate the currently logged-in in Auditor Display Name with GF Populate Anything. If the Auditor is not logged in, the field will be fillable by the user.

That’s it.

Now we can add our Observations and Hazard Assessment Nested Forms using the Nested Forms field.

Health and Safety Audits can be time-consuming but it’s a necessary part of business compliance. But they don’t have to be. With our completed form, adding Observations and Hazard Assessments is easy. A single form submission can include all the pertinent information required for a safety audit.

Taking It Further

Allow the Auditor to preview their own submission before actually submitting – so that they can confirm their data inspection is correct using Gravity Forms Preview Submission.

Wrapping Up

You should now have a form that functions similarly to the demo, and you can start doing Audits for Occupational Health and Safety with confidence, all without having to invest the time, money, and energy into a robust 3rd Party integration.

Every business has unique form requirements. Don’t be afraid to customize Gravity Forms (or additional Gravity Perks) to suit exactly your needs. It will save time on your end and make for happier end users.