# Managing Forms

Forms allow standardized data collection for inspections, checklists, and procedures.

## Understanding Forms

| Term | Description |
|------|-------------|
| **Form Template** | The design defining fields and layout |
| **Form Submission** | A completed instance of a form |
| **Form Fields** | Individual data entry elements |

## Creating a Form Template (Gateway)

1. Navigate to **Logbook** > **Forms** > **Templates**
2. Click **Create Template**
3. Enter:
   - **Form Name**: e.g., "Daily Pump Inspection"
   - **Description**: Purpose and instructions
   - **Equipment Type**: Which equipment uses this form
4. Add fields:

### Field Types

| Type | Use For |
|------|---------|
| **Text** | Short text entry |
| **Text Area** | Long text entry |
| **Number** | Numeric values |
| **Date** | Date selection |
| **Checkbox** | Yes/No questions |
| **Dropdown** | Select from list |
| **Radio** | Single choice |
| **Photo** | Image capture |
| **Signature** | Sign-off |

### Building the Form

1. Click **Add Field**
2. Select field type
3. Configure:
   - Label
   - Required (yes/no)
   - Help text
   - Validation rules
4. Drag to reorder fields
5. Save template

## Example: Pump Inspection Form

```
Form: Daily Pump Inspection

[ ] Equipment is running (Checkbox)
Vibration Level: _______ mm/s (Number, required)
Bearing Temperature: _______ °C (Number, required)
Oil Level: ○ Low ○ Normal ○ High (Radio)
Abnormalities Observed: _________________ (Text Area)
[Take Photo] (Photo)
Inspector: _________________ (Signature)
```

## Assigning Forms to Equipment

1. Open form template
2. Click **Assign to Equipment**
3. Select equipment items or types
4. Set schedule (optional):
   - Daily, Weekly, Monthly
   - Specific days/times
5. Save assignments

## Reviewing Form Submissions

1. Navigate to **Logbook** > **Forms** > **Submissions**
2. Filter by:
   - Form template
   - Equipment
   - Date range
   - Submitter
3. View submission details
4. Export for reporting