Issue and track a site form

Steps marked AI task are done for you by a PlanOps assistant.

1. 1Create the form templateStart a reusable template so the form you build today can be issued again and again without rebuilding it each time.Show guide
2. 2Build the form to fit the jobAdd the fields and sections your inspection or record actually needs, so the data you collect is the data you can use.Show guide
3. 3Assign sections to the right peopleSplit the form across the people responsible for each part, so completion is shared and accountable rather than landing on one person.Show guide
4. 4Manage responses as they come inReview submissions and amend where needed, keeping every record accurate and audit-ready as the form is completed.Show guide
5. Turn submissions into a project reportAI task · Assistant HubLet 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.Details