Forms

Office-designed checklists that standardize what technicians record on a visit. A template is not a completed response. Completing a checklist is not Closeout.

Settings → Forms · /app/w/{workspace}/settings/forms · capability forms · forms.view / forms.manage

Settings and the work-order type speak of Forms and a Form template (Create form). On the job, Field labels the same thing a checklist (Complete checklist). One authority — two labels. This is not Custom fields (office records) and not GRC/CAPA.

Create a form

1. Settings → Forms → Create form. Name the template. Status starts Active.
2. Add items: Text, Long text, Number, Checkbox, Single select, Multi select, Radio, Date, Time, Date & time. Structure: Section, Instruction (not answered).
3. Mark a question Required when Closeout should depend on it being filled. Required is checked when the technician taps Complete checklist, not on every keystroke.
4. Deactivate when you no longer want it on new jobs. Historical instances stay.

You can edit an Active template. Copy: Update the checklist. Existing job answers remain unchanged. If technicians already have instances, Veldriq stores a new template version; old visits keep the version they started. There is no Draft/Published workflow. A completed form is immutable.

How a checklist reaches the job

1. Settings → Work order types → the type → Forms.
2. Attach one or more Active templates. Scope: One form for the whole visit (shared answers) or Each technician completes their own form.
3. Optionally Require before completion so Closeout waits until that instance is Completed.
4. When office Add appointment, Veldriq creates the instances on that visit. A template alone does nothing.

Office can attach an extra form to an existing appointment (manual). Portal customers do not fill these checklists.

Field: complete a checklist

1. Start work on the visit. States: Not started / In progress / Completed.
2. Answer questions. Optionally bind Equipment. Progress shows :answered / :total completed.
3. Complete checklist — disabled until every required, visible question has an answer. Completing answers can offer Record finding from a failed check.

Why can’t I complete this checklist? Required answers missing; still paused/not working; already Completed; pending offline enqueue failed.

Completion requirements (Closeout)

They apply to Complete appointment, not office Complete on the work order.

Requirement	Configured where	Technician action	Blocks Closeout?
Form	Type → Forms + Require before completion	Complete checklist	Yes — :name is incomplete.
Signature	Type → Signatures + Require before completion	Collect signature	Yes — :name is required.
Evidence	Require before photo / Require after photo (min count)	Add photo	Yes — Add at least :min :category photo(s)
Finding	—	Record finding (optional)	No

Open findings do not block Complete appointment. Completing the checklist is not Closeout.

What-if

If the form is not on the job: correct work-order type? Template attached and Active? Appointment exists? Per-technician form needs an assignment? Capability forms?

If you edit a template expecting old completed visits to change: they will not.

Related: Findings, Evidence, Signatures.