Creating Forms

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About Forms and Fields

Forms generate incident Records that will instantly appear in your dynamic Dashboards.

Forms are built with a variety of Fields, as seen in this Event entry Form. Each Field captures unique Values — which can be filtered to refine your Dashboards and Reports.

View your organization's active forms

If you have the Role-based Access to view your Organization's forms:

1. Click open the Admin menu → and pick Forms

2. Scroll down your list → and view the usage statistics

3. Tap Edit → to make changes to a Form

4. Pick Create Form to add new Forms → using the nine Field Types described next

Nine Form building Fields

There are nine Field Types that can be added to any Form. Working in varous combinations, they provide near-unlimited flexibility to Guard IQ.

#	Field Type	Value Type Description
A	Text	Used to enter text → from a single line to multiple lines
B	Number	Allow numeric values
C	Date	Used to enter a simple date
D	Date/Time	A detailed date field → that pinpoints a time
E	Select	Used to make selections from a predefined drop-down list → Review Update "Select" Drop-down Lists → Select fields also allow Shortcuts for recurring lists
F	Progress Tracker	A selection field used to track the steps in a process
G	File Upload	Also called the “Attachments” field → used to upload images, PDF files, etc.
H	Link Records	Field used to link Records → ex. link an Associated Person with an incident
I	Event Markers	A specific type of progress marker tied to an event, showing the stage at which a Record is entered, → ex. Setup, Doors Open, Opening Act, Headliner, Egress, Doors Closed → Review Manage Event Markers

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Create Forms (& Dashboards) from Templates

Templates provide a "best-practice" starting points for new Forms and Dashboards.

That said, you can mold and adapt these Forms and Dashboards to your specific needs. (And we'll help, both during the initial setup and thereafter.)

To create a new Form using a Template:

1. Pick Forms

2. Select Create Form

   

3. Choose a Template → ex. Issue

   

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Common Templates

In this section we’ll link to instructions on how to create the most commonly used Forms. Some conveniently generate a related Dashboard in one go! Click the links to learn more.

1. Issue Form & Dashboard

Make it easy to enter and record incidents, take action, filter, and track progress within your Dashboards. Use Shortcuts for the most repeated issues → ex. Wet Spills

2. Event Form & Event Controller

Add upcoming events (and filter prior events for analysis). Consider breaking out Shortcut forms to add Event Markers quickly → ex. Hockey, Basketball, and Concert

3. Lost and Found Forms & Dashboards

In this Template we split Forms and the related Dashboards into Found Items and Missing Items to facilitate returns

4. Person of Interest Form & Dashboard

Track people of interest, including persons that have presented a risk to themselves or others and may have been suspended from the venue for a period of time

5. Work Order Form & Dashboard

Generate, assign, and track Work Orders → ex. maintenance, repairs, grounds, and event changovers

6. Blank: Create a Patrol Form from scratch

Explore how to create unique forms all your own — from scratch! This is for the truely adventurous. Learn the secrets of Form building here!

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Shortcuts – Splitting Forms into Sub-Forms

Shortcuts are customized versions of primary Forms → ex. an Event form can have specific Basketball, Concert, and Hockey options

Access shortcuts via drop-down menus to the right of their primary Forms

To learn more, jump to our Make Shortcuts guide

Sample Lists of Event Types for Shortcuts

Here are three options for Shortcuts for an Indoor Arena. Find many more such lists in Manage Event Markers

Long	Medium	Short
Basketball	Basketball	Basketball
Car/Truck Show	Car/Truck Show	Concert
Concert	Concert	Hockey
Convention	Family Show	Other
Comedy Show	Hockey
Family Show	Other
Fight
Hockey
Other

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