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How can I allow Field Workers to add other people to a form?

This article will summarize how to update your team's permissions so they can add multiple workers to a form while they are filling it out.

Overview & Explanation

If a worker is filling out a Job Hazard form and notices they cannot add their teammates to it, it is likely because their "Role" in the system doesn't have the specific permission turned on. By default, some roles may only be allowed to sign for themselves. To fix this, an administrator can toggle a setting that lets workers include everyone involved in the job right from the initial form.

How It Works (Step-by-Step)

  1. Click on My Account Details (or your Settings menu) on the left-hand sidebar.

  2. Navigate to the Roles & Permissions section.

  3. Select the specific role you want to update (for example, Field Worker).

  4. Look for the Form Permissions category.

  5. Locate the setting labeled Add workers to sign off on the form (or "Add Signers").

  6. Click the toggle switch to turn this permission On.

  7. Click Save Changes.

Note: Once this is toggled on, workers like Cristian or Ethan will see an option to "Add Workers" or "Add Signers" while they are completing their Job Hazard forms.

Use Cases and Benefits

  • Team Safety Briefs: One lead worker can start a form and add the entire crew, ensuring everyone is accounted for before work begins.

  • Efficiency on Site: Saves time by allowing one person to manage the form entry for a group rather than having every worker start a separate document.

  • Complete Compliance: Ensures that all names involved in a high-risk task are captured on a single, unified safety record.