Form Sets
Define a set of forms that are filled in together for one place, person or asset, start it where it is needed, see what is done and what is left, and lock it when it is finished.
- New
- Live
- Web dashboard
See it in action · Set up a form set · 1:01
How it works
Full guide in Help · 11 steps →In the side menu, click Admin Settings, then Form Sets. The page lists your sets with what each is for, how many forms it holds, and whether it is active.
Good to know
A form set is an ordered pack of forms that are filled in together for one place, person or asset — the forms a facility audit or a new client's admission needs. You define the set once in Admin Settings, then start it wherever it is needed and follow it on a checklist.
Defining form sets needs the Manage Form Sets permission.
What it does
- Put forms in order as a set, and mark which are required.
- Start a set for a facility, an asset or a client, and give people or roles the right to fill it in.
- Follow a checklist of what is submitted, in progress or not started.
- Complete the set to lock every form in it, and reopen it if something needs to change.
- For
- Administrators · Managers
- Works on
- Web dashboard
- Plans
- Every plan
- Released
- 1 Oct 2026
Works with
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