Create a New Gravity Form

Purpose

Use this procedure to create a form for a site inspection, pre-use equipment check, toolbox talk, sign-off sheet, evidence record or another CHKM8 workflow.

Steps

1. In WordPress Admin, open Forms → New Form.
2. Choose a template if a suitable one is available, or choose a blank form.
3. Enter a clear name, for example Tracked Stump Grinder – Daily Check. Use a name that users can recognise in menus and entry reports.
4. Click Create Form.
5. In the Form Editor, add fields from the field library. Click a field to edit its label, description, required status and other settings.
6. Arrange fields in the order the user should complete them. Group related fields together and keep the mobile workflow short.
7. Click Save Form.
8. Open the form settings and configure confirmations and notifications before making the form available to users.

Recommended structure for a CHKM8 inspection form

1. Form title and short instructions.
2. Operative name and asset/equipment ID.
3. Date and site/job reference.
4. Inspection questions with clear answer choices.
5. Conditional fault description and evidence upload.
6. Corrective action / supervisor review, if required.
7. Signature or acknowledgement, if the workflow requires it.

Test before publishing

Preview the form on desktop and a phone-sized screen. Submit a test entry using normal answers, then submit another using any fault or exception path. Confirm the entry is saved and the expected notifications arrive.

Official guide: Create a New Form.