Staff Forms

Save Paper by creating or downloading a form from the template library

FAQ: I want to have my staff sign off on a form I created, how can they sign that?

1. Access the Staff Forms Section

  • Navigate to the Form Builder in Synkwise.
  • Click on the "Staff" subsection at the top.

2. Create a New Category

  • If no categories exist, create one to organize your forms.
  • For example, name a category "Action Plan" for corrective action documents.

3. Use a Template from the Library

  • Open the Template Library to browse pre-made forms.
  • Select the "Corrective Action Plan" form, which includes pre-filled inputs and text boxes.

4. Customize the Form

  • Click the pencil icon to edit content and modify language if needed.
  • Drag and drop additional tools or input fields if required.
  • Ensure signature fields are included for both staff and administrators.

5. Assign the Form to a Staff Member

  • Go to Administration > Manage Accounts and select a team member.
  • Navigate to the Forms section under their account and find the "Action Plan" form.

6. Completing and Signing the Form

  • Click on the Corrective Action Plan to date and describe the issue.
  • Instruct the staff member to log in, go to Accounts > Forms > Action Plan, and open the assigned form.
  • The staff member should fill out the necessary information and sign the form.
  • As an administrator, review, sign, and date the form before saving it.

7. Benefits of Using Staff Forms in Synkwise

  • Reduces the need for paper and eliminates reliance on Microsoft Word.
  • Allows for easy form completion, tracking, and secure digital storage.
  • Provides the ability to upload PDFs if a specific form is required.


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