Learn how to access and manage Form Charts & Graphs (May 2024 Release)
You can also access and manage charts & graphs for the following features: Dashboards, Projects/Sites, Inductions, Safety Observations, Tasks, Incidents, Hazards & Risks, Inspections & Audits, Site Activity, Toolbox Talks, Messages. Click here to take you to the full list of user guides for Charts.
To access the Charts & Graphs for Forms go to the Forms Tab and click on either the Form Templates, Form Categories or Assigned Forms tabs and locate the bar called Forms (Charts). To the right of the bar you will see a dropdown arrow, click on this arrow to open up or manage Charts & Graphs for this module. You can also click on the dropdown arrow to clear the Charts & Graphs view or click on it again to reopen the view.
If you navigate away from the Module and come back to it you will see the same view that was displaying when you navigated away.
Once you have opened the Charts & Graph view hoover over the Filter and + Buttons in the right of the screen and click on the + Button. Then select if you want 1-4 columns for your row.
Once you have selected your row and the number of columns you can then add your charts & graphs to each column by clicking on the + Button.
The Charts & Graphs available for Forms is listed below.
How to filter and date range your charts and graphs
You can filter and date range your Charts & Graphs for the entire module by clicking on the Filter button at the top right of the screen If you do not select a date range it will auto default to the last three year period. You can not filter or date range on individual rows or columns.
For more a more detailed training guide on how to create and manage charts click here.
If you need any further help or have any questions please contact the support team by email: support@siteconnect.io or Ph: 0800 748 763