If you need to create a form that is similar to an existing form (for example, if you have a Weekly Fire Extinguisher form, and need a Bi-Weekly Fire Extinguisher form), it may be easier to copy the existing form, then make edits to the copy.

To copy or duplicate a form, start by logging into the web app:

  1. Click Forms.
  2. Select Forms.
  3. Click the pieces of white paper to copy an existing form.

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Now, you can change the details:

  1. Enter a name for the new form.
  2. Click Save.

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Now you can click the name of the new form, and change the questions as needed.


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Please note: If you see a red X next to a form name, this means the form has a revision in progress. If you click the red X, this will delete the revision, and return the form to its previous revision.