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Issue and track a site form

A gold workflow banner above five steps, from building a form template to an AI-generated project report.

Build a form once, issue it to the people who need it, and keep control as responses come back — no chasing paper, no lost records.

Goal

A live site form issued, assigned and tracked through to submission.

What you walk away with

A reusable form template, issued to the right people with sections assigned, and a clean trail of submissions you can review, amend and report on.

Time: ~15 minutes · Level: beginner · Steps: 5

Steps​

Steps marked ⚡ AI task are done for you by a PlanOps AI assistant, run from the Assistant Hub on your project home.

Step 1: Create the form template​

Start a reusable template so the form you build today can be issued again and again without rebuilding it each time.

Full guide: Create a new form template

Step 2: Build the form to fit the job​

Add the fields and sections your inspection or record actually needs, so the data you collect is the data you can use.

Full guide: Build a custom form

Step 3: Assign sections to the right people​

Split the form across the people responsible for each part, so completion is shared and accountable rather than landing on one person.

Full guide: Assign a workflow section to project members or external reviewers

Step 4: Manage responses as they come in​

Review submissions and amend where needed, keeping every record accurate and audit-ready as the form is completed.

Full guide: Amend a submitted form

Step 5: Turn submissions into a project report ⚡ AI task​

Let PlanOps read every submission for the form and write a structured project report — trends, key findings and all — so you are not collating spreadsheets by hand.

Run on demand from the Assistant Hub.

AI task: Summarise Form Submissions to Project Report

Last updated: 2026-06-07