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How do I share a form with a worker?
How do I share a form with a worker?

In this step-by-step guide, we will demonstrate how to share a form with your workers

Gilad Goldman avatar
Written by Gilad Goldman
Updated this week

Step 1: Open Forms Section

Once you are on the project overview, locate and click on the "Forms" option in the menu. This will take you to the list of available forms for the project.

Step 2: Choose the Form to Share

From the list of forms, identify the one you want to share with your workers. Click on it to select it.

Step 3: Show Form to Workers (Option 1)

After selecting the desired form, click on the "More" option. A drop-down menu will appear.

Step 4: Select "Show Form to Workers"

From the drop-down menu, choose "Show Form to Workers." This action will make the form visible to your workers on their BuildPass app. They will be able to access it and use it for their tasks.

Step 5: Share Form Using QR Code (Option 2)

Alternatively, if you prefer to provide a physical version of the form, select "Share Form" from the drop-down menu.

Step 6: Verify the Correct Form

Before proceeding, ensure that you have selected the correct form for sharing. Verify its contents and details.

Step 7: Generate QR Code

Click on the "Generate QR Code" option. The app will create a unique QR code for the selected form.

Step 8: Print QR Code for On-Site Use

If you choose to print the QR code, ensure you have the necessary printing equipment available. Print the QR code and place it on the site where workers can easily scan it with their smartphones.

Step 9: Share Form Using a Link

If you prefer to share the form digitally, choose the "Copy Link" option from the same drop-down menu.

Step 10: Send the Form Link to Workers

Once you've copied the link, you can share it with your workers through various messaging platforms, such as email, instant messaging, or project management tools. When they click the link, it will take them directly to the form.
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Finally, if your workers have any questions or encounter issues while using the shared form, let them know they can seek assistance by using the "little green chat box" in the right-hand corner of the BuildPass app.

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