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Operations Tutorial

Critical Incident Reporting

Trigger emergency notifications to safety officers when specific incident types are reported in the field.

01

On-site Reporting

Optimize your form for mobile use in the field.

02

SMS/Email Triggers

Use critical routing to ensure safety officers are alerted within seconds.

03

Data Archival

Ensure every report is logged in your central database simultaneously.

Automation Tip

Combine conditional rules to build a multi-recipient matrix. Route the same form to different teams based on multiple response combinations.

Expert Config

Use the 'Include Response Data' toggle to automatically attach a full summary of the respondent's answers to every internal alert.

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