Skip to main content

Custom Forms & Inspections

A form builder for creating reusable inspection checklists, pre-show reports, maintenance logs, and structured data collection — with submission tracking, approval workflows, and digital signatures.

Overview​

CustomForm stores a JSON schema defining fields, layout, and validation rules. Forms support versioning, access control (all users, specific users, or role-based), and optional countersignature requirements. FormSubmission captures responses with a schema snapshot, location context, status tracking (draft, submitted, approved, or rejected), and digital signatures.

This module is designed for operations managers who need standardized checklists that crew members fill out and supervisors review.

Key Features​

Form Builder​

A drag-and-drop form builder supports multiple field types for constructing forms visually. Fields can include text inputs, checkboxes, dropdowns, date pickers, numeric fields, and more. Validation rules are configured per field.

Folder Organization​

Forms are organized into folders, making it easy to manage large libraries of checklists and reports by department, venue, or purpose.

Publish and Draft Lifecycle​

Forms follow a publish/draft lifecycle. Draft forms are only visible to their creators and are not available for submission. Publishing a form makes it available to its intended audience.

Submission Drafts and Auto-Recovery​

Submissions can be saved as drafts, allowing crew members to start a checklist and return to it later. Auto-recovery ensures that in-progress submissions are not lost if the browser is closed unexpectedly.

Edit Policies​

Three edit policies control how submitted forms can be modified:

  • Creator-only — Only the original submitter can edit after submission.
  • Acknowledge edits — Edits are permitted but flagged for review.
  • Manager-controlled — Only managers can modify submitted forms.

Countersignature Workflow​

Forms can require a countersignature from a supervisor before being marked as approved. This supports sign-off processes such as safety inspections or pre-show checklists that require both a technician and a manager.

Schema Snapshots​

Each submission stores a snapshot of the form schema at the time of submission. This ensures that historical submissions render correctly even if the form is later modified, preserving the integrity of the original record.

Duplicate Forms​

Existing forms can be duplicated to create variations. This is useful when a similar checklist is needed for a different venue or department with only minor changes.

Show Integration​

Forms designated as Show Checklists link their submissions to specific Performance records. This connects checklist completion directly to the show schedule, enabling production managers to verify that all required inspections are complete before a performance.