ZERO Forms is a toolset which allows you to create forms and surveys for all members of your organization to complete, based on your operational requirements. 


Forms can be used for daily safety checklists, LOTO procedures, or any other type of survey, form, or audit you can think of. An ever growing set of templates are available to choose from as well!


Here's how to create a new Form Template: 

  • Please Note: To create or edit a Form Template, you must be an Administrator or Team Lead on the ZERO account.


1. Click on the gear icon in the upper right corner.



2. Click on "Manage Templates" in the Administrator sidebar.




3. Click on "Create Template" to open the Form Builder.


4. Name the template, select the Type, and Assign Teams. Select "Create" to start building! 



5. Decide how you would like to start building your Form Template. 

  • Select the "Start from scratch" option to create a template without any content within- just a Title Field and a placeholder question field.
  • Select"Start from template" to select from a list of ZERO provided Form Templates which cover a wide array of industries and applications. 
    • You can edit any template you select.



6. You can now start to build your Form Template or edit the selected ZERO Template to better fit your organizational needs. 

  • To add a field, click on the "+" button either from the gold icon in the bottom right hand corner of the screen or selecting the "+" icon available on each field. 
  • Select a new field and you can add as many fields as you want, moving them around as needed. 
    • There is currently a 500 maximum field count within a singular ZERO Form.




7. To edit each field, click on "Edit". 

  • You can also "Copy" questions from this toolset as well to speed along the form building process.


8. When complete, select "Done". 

  • Changes will automatically save as you create or edit any Form.


9. Your Form Template is now live and ready for colleagues to submit/complete! 

  • Of course, if the form was "Schedule Only", you will need to create a schedule to deploy the Form. 
  • To learn more about creating Form schedules, click here.