Custom Digital Forms
Replace your paper forms
BIS Safety Software’s AI-Powered Digital Forms help organizations create, manage, complete, and track safety forms in one centralized platform.
With an intuitive drag-and-drop form builder, with integrated AI technology, teams can create customized forms that match their existing workflows, processes, and compliance requirements. Forms can include elements like:
- Checkboxes
- Drop-down lists
- Likert scales
- Date and time stamps
- Open-text fields
- Electronic signature
- Video and image files
Employees can complete forms from a desktop, smartphone, or tablet, making it easier to capture information from the field, office, or jobsite. As employees fill them out, they can upload images, notes, and videos directly into the forms from their mobile devices.
Completed forms are instantly accessible, exportable to Excel, and available as PDF reports, giving teams better visibility into safety activity, compliance records, and operational performance.
AI Form Assistant
Complete Forms Faster with AI
Use natural conversation, voice, or photos to describe events, incidents, or hazards, then let AI fill out the form for you.
- Describe situations in plain language and let AI populate the right fields automatically.
- Capture details by text, voice-to-text, or photo upload for a hands-free experience in the field.
- Analyze photos to identify objects and conditions that add valuable detail to your forms.
- Keep teams focused on safety while AI asks follow-up questions to fill in what's missing.
Every AI-modified field is highlighted for review, with bulk safeguards and re-approval triggers built in. Nothing is finalized until your team verifies and approves it, ensuring accuracy and data integrity at every step.
Digital Forms – Potential Uses
Daily Toolbox Talks
Online Toolbox Talks are a great system for delivering daily safety updates to your employees.
Implement regular talks with employees by using an online system to cut down on preparation and consistently deliver high-quality presentations. Toolbox Talks also ensure that employees receive regular updates that cover the most important points.
Interactive features keep your workers engaged, and online tests let you know how much of the information was retained by employees.
Equipment Management
Online equipment maintenance forms are integrated with BIStrainer’s Equipment Management feature, allowing operators and mechanics to complete inspections, maintenance, repairs, and logs in the field. Your employees can also take pictures of equipment damage and upload the images directly into the form, giving you detailed and accurate reports that improve preventative maintenance processes. Once completed, users can instantly upload the forms into the system.
After the form is uploaded, your designated admin and qualified personnel will be notified, and they can change the status of the equipment accordingly. You can also set how frequently each form must be completed and send automated notifications to specified personnel near the due date. You can even program escalating notifications for outstanding and overdue forms to ensure your maintenance processes are done on time.
Hazard Assessment Forms
With online hazard assessment forms, your employees can use their mobile devices to complete assessments that include pictures, notes, and videos of potential hazards. Completed forms are instantly stored, and you have the ability to access them on-demand and send real-time alerts to other departments, when required.
Behavior-based Safety Observation Forms
Behavior-based safety tools can help reduce workplace injuries and incidents. An important aspect of behavior-based safety is using observation forms to identify at-risk behaviors. With the BIStrainer form and assessment builder, you can create and complete these observation forms as needed. Employees can include detailed notes, comments, and suggestions in their submitted forms. Managers can then access the completed forms to analyze trending data, identify at-risk behaviors, and build plans to reduce them.
Competency Validation
By having your competency validations online, you can record an employee’s competency of any task, such as safety inspections or the use of fall protection equipment. You can train inspectors on how to correctly perform a competency validation assessment by uploading tutorial notes and videos. Additionally, you have quick access to reporting and the ability to see aggregate data across a specific department or the entire organization.
Performance Assessments
Online assessments enable you to use company computers or tablets for annual assessments, performance reviews, coaching evaluations, and even new hire onboarding checklists. All of the completed forms are stored in the cloud and are accessible on-demand to those with appropriate security clearances. When you access the results of annual assessments, you can track employee performance and create performance goals for the company as a whole, for each department, or for individual employees.
Advanced Logic and Form Builder Functionality
Create intelligent, responsive forms using advanced logic rules.
With conditional logic, form fields dynamically appear or adjust based on user responses, ensuring accurate and relevant data collection every time.
Integrate seamlessly with your Training Matrix to automatically assign training requirements based on submitted form data.
Action Plan!
Environment, Health, and Safety (EHS) Software Privacy Guide
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Streamline Your Safety Processes
Simplify and centralize your workflows with AI-powered digital forms designed to improve accuracy, speed, and operational visibility.
