Do I need to build an induction form in Foreman?
The site induction comes with every project. Form templates are a separate feature for logged-in crew. Here's the difference and why it matters at the gate.
No, you don't need to build an induction form in Foreman. Every project already has a site induction, reached by the QR code on the site poster, and visitors sign it without a login. Forms you build under Manage forms are a separate feature, for records like incident reports that your logged-in team fill in: crew, Site Managers and Admins, depending on who each form is for.
It's an easy mix-up. Both live in Foreman and both can be about safety, but they do different jobs.
The site induction comes with every project
When you create a project, Foreman sets up its induction for you: a QR code, a public sign-in page and an induction register. There's nothing to build. The page already asks for name, contact number, company, White Card number, emergency contact and a drawn signature, and it starts with a standard declaration you can edit.
All you choose is the wording of the declaration and which OH&S documents people read before signing, and both are optional. See how to set up a site induction.
Forms are for everything else
Form templates are what you build under Manage forms: incident reports, toolbox talks, inspections, permits, leave requests. An Admin builds each one once and it's available on every project. Your crew pick it from the Forms tab, fill it in on their phone and submit it.
The problem for inductions is who can fill one in, because forms need a Foreman login. A subbie or a delivery driver without an account can't open your forms at all, so an induction form built there would only ever reach your own crew. See build a form template for what forms are good for.
Side by side
| Site induction | Form template | |
|---|---|---|
| Do you build it? | No, every project has one | Yes, an Admin builds it under Manage forms |
| Who fills it in | Anyone at the gate without a login, plus crew at their first check-in if you check in and out | Logged-in users the form is set up for |
| How they get to it | Scan the QR code or open the link | The Forms tab, or Project forms on a project |
| Login needed | No | Yes |
| Where the records go | The project's induction register | Form submissions |
Why one QR code works better at the gate
With the site induction, the gate has one sign and one code, and it works for everyone who walks through:
- A visitor or subbie scans, reads, signs and is done, with no account and nothing to install.
- One of your crew who is logged in is taken into Foreman instead. If your business checks in and out, they sign the induction once, as part of their first check-in at that site, and never again there. If your crew enter hours in the diary, they aren't asked to sign it.
Nobody has to decide which form applies to them, and nobody gets inducted on one page while someone else uses another. Every signature for the site lands in one induction register, which is the list you hand over if WorkSafe or a head contractor asks.
A separate induction form splits that record in two: some people in the register, some in form submissions, and every visitor missing from the second because they couldn't log in.
Already built an induction form?
You can retire it without losing anything. This needs an Admin.
- Go to Manage forms.
- Open the induction form.
- Open the menu at the top of the page and tap Archive.
Archiving hides the form from your crew but keeps every submission already made. If nobody has submitted it yet, you can tap Delete instead. A form with submissions shows Delete (has submissions) and can only be archived, so the records stay intact.
Then tell your crew to use the QR code at the gate, and print the site posters if you haven't yet.
Good to know
- Site inductions are free on every plan and visitors are never counted as users. See pricing.
- Want an extra safety record on top of the induction, like a toolbox talk? Build that as a form, and keep using the QR code for inductions.
For the bigger picture, see Foreman's site inductions and Foreman's forms.