Know more about the most common uses and examples of forms and choose what’s best for you.
Updated 28 Nov 2022, Published 27 May 2022
Forms are documents that collect information from one’s clients, customers, and respondents. Some common examples of forms include forms for purchases, incident reports, hazards, quality control, contact tracing, and feedback gathering.
A typical form would have the following elements:
Forms today have many uses, especially now that they can be created and managed online. Different types of forms will yield different examples. Here are some of the most common uses for forms for different types and industries.
Purchase Order Form | SafetyCulture (formerly iAuditor)
A purchase order form is a document used by buyers to order goods or services from their seller of choice. This kind of form often has the buyer’s contact details and the products or services they’re ordering. After the purchase, this form can be used later on as an official document to show proof of purchase and expenditures.
Daily Pre-start Safety Inspection Form | SafetyCulture
Inspection forms are used to aid in observations and inspections of different establishments, people, tasks, and processes. There are many ways to create an inspection form depending on the industry, but generally, they are used by managers or specific staff to help in their internal auditing and assure everything is safe and in place. Inspection forms are also an important part of maintaining equipment, particularly as part of preventive maintenance tasks.
Accident Investigation Form | SafetyCulture
Working together with inspection forms are incident or accident report forms. These forms are used to report and record incidents, hazards, damages, and near misses after they happen and are then referred to later on to improve existing post-incident or accident processes.
Hazard Report Form | SafetyCulture
Similar to incident, accident, and inspection forms, hazard forms aim to report distractions or threats. However, hazard forms specifically report threats to safety or operation procedures in the workplace.
Call Quality Monitoring Form | SafetyCulture
Quality control forms are used to monitor and assure a product’s, service’s, or process’ level of quality. These forms can be used during and after the production process to track quality and other instances of noncompliance along the way.
Contact Tracing Form Template | SafetyCulture
Contract tracing forms aim to collect contact information from a person or a group of people for reference or later contacting. This can be used on websites to know more about one’s customers through their information, or this can be used by establishments to keep track of their customers’ or guests’ entrance and exit history.
Training Feedback Form for Trainees | SafetyCulture
Feedback forms are used to gather feedback and comments from an event’s attendees. Alternatively, feedback forms can also be used to ask a product or service’s users for their thoughts and if there is anything they’d like to see improvements on.
For creating multipurpose and flexible forms, consider using SafetyCulture to help you out. SafetyCulture is a mobile inspection app that provides you with a paperless way to create and manage forms from any device. Through the SafetyCulture app, you can create checklists and forms from scratch and automate your workflow. You can also use your existing Word, Excel, and PDF checklists in the app or modify a checklist or form template from the Public Library as you see fit.
With SafetyCulture, you can also:
Try SafetyCulture for free today.
This purchase order form template can be used by wholesalers to state the purchase order date and number and clarify the shipping and payment terms. This form also records the tax rate, tax, shipping, and handling fees of the order.
This daily pre-start checklist can be used by managers to conduct inspection checks before work starts. Use this to record types of work being completed, task breakdown, final checks, and worker sign-off.
This accident investigation form was created by Worksafe NZ, which is New Zealand's workplace health and safety regulator. With this form, you can investigate and record accidents and store them for later analysis and recordkeeping.
This hazard form can be used by safety managers to keep track of when and where their workplace hazards were reported by describing them with text, images, and annotations. This form can also help determine the seriousness of any injury attained, the medical attention required, and the plans to be taken next time to minimize further risk and better prevent accidents.
This call quality monitoring form consists of questions to evaluate how calls were handled. Use this form to observe if agents adhered to company policies and determine if agents were able to address customers’ needs in line with your company’s quality standards.
This contact tracing form template helps health professionals determine and track the people a sick person has interacted with while they were infectious. This can also track the influx of people who come and go from a certain establishment. Using this form ensures the privacy and confidentiality of patient/visitor information and improves the legibility and traceability of crucial contact tracing data.
This training feedback form is useful in helping assess a company’s employees’ perception of their training program. With responses ranging from Strongly Agree to Strongly Disagree, this template can help evaluate a presenter’s preparedness, the training program's content, and materials used during the training.
Roselin Manawis is a content writer and researcher for SafetyCulture. She has experience in news writing and content marketing across different fields of discipline. Her background in Communication Arts enables her to leverage multimedia and improve the quality of her work. She also contributed as a research assistant for an international study and as a co-author for two books in 2020. With her informative articles, she aims to ignite digital transformation in workplaces around the world.
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