A form template in BuildPass is a reusable form structure used to standardise how information is collected. Templates help ensure consistency, accuracy, and compliance by making sure the right questions are asked every time.
Form templates can be used for anything from routine site checks to detailed reports and audits.
Why Use Form Templates?
Form templates help you:
Maintain consistent data collection
Reduce manual setup for repeated tasks
Improve compliance and reporting accuracy
Save time by reusing existing structures
Adapt forms to different scenarios using logic and settings
Accessing Form Templates
To view or manage form templates:
Open the Admin Dashboard
Navigate to Forms
Select the Templates tab
Types of Form Templates in BuildPass
Standard Templates
Default templates provided by BuildPass
Common use cases such as:
Incident and injury reports
Safety checks
Routine inspections
Can be edited to suit your project requirements
Custom Templates
Designed for requirements not covered by standard templates
You can provide your existing documents to the BuildPass team
The team will convert them into a usable BuildPass form template
To request a custom template, contact the BuildPass support team with the document you’d like converted.
Editable Templates
Templates in your account can be customised to suit your needs. You can:
Add or remove blocks
Mark questions as required
Reorder sections
Apply conditional logic
Control visibility in table views
Manage access permissions
These options allow you to tailor templates without creating them from scratch.
When to Use Form Templates
Form templates are ideal for:
Repeated site processes
Compliance and safety reporting
Standardising contractor submissions
Reducing form fatigue by using conditional logic
Need Help?
If you have questions about form templates or need help creating or editing one, use the black chat box in the bottom-right corner to contact the BuildPass support team.