Forms

Submitting a form
Here's how to submit a form:  1. Click or tap on "Forms" from the ZERO sidebar 2. In the upper right corner, click on the Submit...
Tue, 30 Sep, 2025 at 1:26 PM
Create a form template
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 templat...
Tue, 30 Sep, 2025 at 2:46 PM
Create a form schedule
Here's how to create a schedule to distribute a form template: Note: To create a Form template, you must be an Administrator or Team Lead and have p...
Tue, 30 Sep, 2025 at 2:50 PM
Edit a form template
Form templates can be edited at any time. However, please note that any changes made to an in-use form template may affect historical response/submission da...
Tue, 30 Sep, 2025 at 2:52 PM
Editing an "In-Use" Form Template
Modifying an In-Use Form Template Form templates in ZERO are a great way to collect information across your entire organization. Templates can be used t...
Tue, 30 Sep, 2025 at 2:51 PM
Create a shareable public link
In ZERO, you have the ability to create a public link for any form. With a public link, anyone can submit a form without having a ZERO account. These are co...
Tue, 30 Sep, 2025 at 2:03 PM
Form Types
A Regular Template is the standard form used for audits, inspections, checklists, and other general types of forms. Regular forms can be made available to ...
Tue, 30 Sep, 2025 at 2:47 PM
Forms > Analytics
As forms are completed, responses are collected within each form or checklist. Here's how to view the responses. Click on the Forms tool in the ZERO...
Tue, 30 Sep, 2025 at 1:59 PM
Share link (or QR Code) for form templates
With Forms in ZERO, employees can submit inspections, audits, surveys, etc. Forms can be used for daily safety checklists, LOTO procedures, or any other typ...
Thu, 2 Oct, 2025 at 5:27 PM
New Submission Alerts (automatic notifications when submissions are made)
"Alerts" in ZERO allow you to configure email notifications to be automatically sent when new submissions are made on specific templates. Here...
Tue, 7 Oct, 2025 at 3:50 PM