Knowledge Base

How-Tos, Tutorials and other useful information.

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Forms Manager
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Training Manager
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Hot Works Work Permit

DIGITAL FORM TEMPLATE Hot Works work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes. Collect rich information in real-time…

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Working at Heights Work Permit

DIGITAL FORM TEMPLATE Working at Heights work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes. Collect rich information in…

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Energized Work – Work Permit

DIGITAL FORM TEMPLATE Energized Work work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes. Collect rich information in real-time…

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Confined Space Work Permit

DIGITAL FORM TEMPLATE Confined Space work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes. Collect rich information in real-time…

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Non-Routine Tasks

DIGITAL FORM TEMPLATE Non-Routine Tasks (NRT) forms are used to request approval for one or more staff to undertake any hazardous work where the staff person(s) have not trained with the task-specific SOP or have not completed said task in…

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Safety Hazard Identification

DIGITAL FORM TEMPLATE Collect information from staff on hazards and immediately notify safety managers if the matter is considered high priority. Collect rich information in real-time including photos and eSignatures. Add videos for instant re-training to ensure the process is…

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Safety Behavioral Observation

DIGITAL FORM TEMPLATE Collect observational information regarding initial reactions, PPE, body position, tools and equipment, procedures, and so forth, to inform continuous improvement processes. Collect rich information in real-time including photos and eSignatures. Add videos for instant re-training to ensure…

Read More

Safety F-TAG

DIGITAL FORM TEMPLATE Quickly summarize a safety incident by describing the type of issue, where it occurred, what assets were involved, and if the issue was addressed immediately. Collect rich information in real-time including photos and eSignatures. Add videos for…

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Kaizen Incident Report

DIGITAL FORM TEMPLATE Collect safety incident information to inform the Quick Kaizen process including: Collect rich information in real-time including photos and eSignatures. Add videos for instant re-training to ensure the process is completed correctly. Send alerts to different department…

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Incident Report

DIGITAL FORM TEMPLATE Collect safety incident information including: Collect rich information in real-time including photos and eSignatures. Send alerts to different department heads based on severity of the issue. Save “In Progress” workflows. Review progress at any time. Create action…

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Root Cause Analysis

DIGITAL FORM TEMPLATE Aid staff in their analysis of the root cause of an issue. Collect rich information in real-time including photos and eSignatures. Send alerts to different department heads based on severity of the issue. Save “In Progress” workflows.…

Read More

S-EWO

Safety Emergency Work Orders (S-EWO) are important to WCM because they summarize incidents and facilitate the root cause analysis. S-EWOs are also used for action item planning. The Weever Apps S-EWO project template makes it easy for staff to initiate,…

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CRQS Form Fields

Customer/Consumer Relevant Quality Standards (CRQS) methodology is used to score product quality against defined standards. The CRQS serves two purposes. They act as a standard in the design of new products and are used to measure compliance of products in…

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M-EWO Reports

Maintenance Emergency Work Orders (M-EWO) are important to WCM because they summarize incidents and facilitate the root cause analysis and action item planning process that occurs after a maintenance issue, such as a machine breakdown. The Weever Apps M-EWO section…

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Conditional Email – Send notifications when certain conditions are satisfied

Select app users to receive an email notification based on the user’s selection. The alert recipient will also receive a copy of the form submission attached to the email as a PDF. This feature is great for sending a report to…

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Filter your Skills Matrix Report by Shift, Role and Course

Skills Matrix Update The Training Manager Skills Matrix report has been updated to allow administrators to filter and sort by Role, Shift and Course making it easier to identify skills gaps and training opportunities.     Here how you use…

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Add a YouTube video to a Module in Training Builder

You can add up to 3 YouTube videos to any module (or lesson) within a course in Training Manager. You can also add videos to Competency Tasks and directly to quizzes using Info Boxes. To add a YouTube video you…

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Linking from one form to another

In certain cases it can be beneficial to link from one form to another. An example of this is at the end of an audit you can link to a root cause analysis form for the user to complete if…

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Data Sources

    A Data Source is a data table of information that can be injected as a field into a form. Common examples of data sources include materials, machines, departments, customers and locations, shifts, and so on. Essentially any commonly…

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Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you can manage the data collected…

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Forms Manager

Hot Works Work Permit

DIGITAL FORM TEMPLATE Hot Works work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes.…

Read More

Working at Heights Work Permit

DIGITAL FORM TEMPLATE Working at Heights work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance…

Read More

Energized Work – Work Permit

DIGITAL FORM TEMPLATE Energized Work work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes.…

Read More

Confined Space Work Permit

DIGITAL FORM TEMPLATE Confined Space work permit forms require technicians to assess potential dangers, confirm precautions and ensure they have the appropriate training to complete the task. Work Permits require supervisor approvals for compliance purposes.…

Read More

Non-Routine Tasks

DIGITAL FORM TEMPLATE Non-Routine Tasks (NRT) forms are used to request approval for one or more staff to undertake any hazardous work where the staff person(s) have not trained with the task-specific SOP or have…

Read More

Safety Hazard Identification

DIGITAL FORM TEMPLATE Collect information from staff on hazards and immediately notify safety managers if the matter is considered high priority. Collect rich information in real-time including photos and eSignatures. Add videos for instant re-training…

Read More

Safety Behavioral Observation

DIGITAL FORM TEMPLATE Collect observational information regarding initial reactions, PPE, body position, tools and equipment, procedures, and so forth, to inform continuous improvement processes. Collect rich information in real-time including photos and eSignatures. Add videos…

Read More

Safety F-TAG

DIGITAL FORM TEMPLATE Quickly summarize a safety incident by describing the type of issue, where it occurred, what assets were involved, and if the issue was addressed immediately. Collect rich information in real-time including photos…

Read More

Kaizen Incident Report

DIGITAL FORM TEMPLATE Collect safety incident information to inform the Quick Kaizen process including: Collect rich information in real-time including photos and eSignatures. Add videos for instant re-training to ensure the process is completed correctly.…

Read More

Incident Report

DIGITAL FORM TEMPLATE Collect safety incident information including: Collect rich information in real-time including photos and eSignatures. Send alerts to different department heads based on severity of the issue. Save “In Progress” workflows. Review progress…

Read More

Root Cause Analysis

DIGITAL FORM TEMPLATE Aid staff in their analysis of the root cause of an issue. Collect rich information in real-time including photos and eSignatures. Send alerts to different department heads based on severity of the…

Read More

S-EWO

Safety Emergency Work Orders (S-EWO) are important to WCM because they summarize incidents and facilitate the root cause analysis. S-EWOs are also used for action item planning. The Weever Apps S-EWO project template makes it…

Read More

CRQS Form Fields

Customer/Consumer Relevant Quality Standards (CRQS) methodology is used to score product quality against defined standards. The CRQS serves two purposes. They act as a standard in the design of new products and are used to…

Read More

M-EWO Reports

Maintenance Emergency Work Orders (M-EWO) are important to WCM because they summarize incidents and facilitate the root cause analysis and action item planning process that occurs after a maintenance issue, such as a machine breakdown.…

Read More

Conditional Email – Send notifications when certain conditions are satisfied

Select app users to receive an email notification based on the user’s selection. The alert recipient will also receive a copy of the form submission attached to the email as a PDF. This feature is great…

Read More

Linking from one form to another

In certain cases it can be beneficial to link from one form to another. An example of this is at the end of an audit you can link to a root cause analysis form for…

Read More

Data Sources

    A Data Source is a data table of information that can be injected as a field into a form. Common examples of data sources include materials, machines, departments, customers and locations, shifts, and…

Read More

Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you…

Read More

Documents Add-On

  The Documents module allows administrators to make a list of relevant and up-to-date documents available to app users. Administrators simply add document categories and then upload documents to them. Instead of asking managers for…

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In Progress Workflows

    Form submissions can be automatically added to an In Progress section based on any criteria you determine. For example, “failed” inspections can be automatically added to an In Progress section accessible by your…

Read More
Maintenance Manager

CRQS Form Fields

Customer/Consumer Relevant Quality Standards (CRQS) methodology is used to score product quality against defined standards. The CRQS serves two purposes. They act as a standard in the design of new products and are used to…

Read More

M-EWO Reports

Maintenance Emergency Work Orders (M-EWO) are important to WCM because they summarize incidents and facilitate the root cause analysis and action item planning process that occurs after a maintenance issue, such as a machine breakdown.…

Read More

Conditional Email – Send notifications when certain conditions are satisfied

Select app users to receive an email notification based on the user’s selection. The alert recipient will also receive a copy of the form submission attached to the email as a PDF. This feature is great…

Read More

Linking from one form to another

In certain cases it can be beneficial to link from one form to another. An example of this is at the end of an audit you can link to a root cause analysis form for…

Read More

Data Sources

    A Data Source is a data table of information that can be injected as a field into a form. Common examples of data sources include materials, machines, departments, customers and locations, shifts, and…

Read More

Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you…

Read More

Documents Add-On

  The Documents module allows administrators to make a list of relevant and up-to-date documents available to app users. Administrators simply add document categories and then upload documents to them. Instead of asking managers for…

Read More

In Progress Workflows

    Form submissions can be automatically added to an In Progress section based on any criteria you determine. For example, “failed” inspections can be automatically added to an In Progress section accessible by your…

Read More

Registration & User Management

  Staff register for your app by clicking “Register” and adding their information. All registrations require approval from an app administrator. Administrators use the User Management section to approve app registration, change access permissions and…

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Scheduling Forms

  Use Schedulers to schedule and assign forms. Scheduling is very important for many inspection types to ensure inspections are executed regularly and by whom they are assigned.       The scheduler module either…

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How does the Form Builder Work?

Create forms, quizzes, competency checks and so much more. Add fields to forms and configure the field’s settings. Use form fields to collect data and guide user’s efficiently through the process.     Form fields…

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Training Manager

Filter your Skills Matrix Report by Shift, Role and Course

Skills Matrix Update The Training Manager Skills Matrix report has been updated to allow administrators to filter and sort by Role, Shift and Course making it easier to identify skills gaps and training opportunities.  …

Read More

Add a YouTube video to a Module in Training Builder

You can add up to 3 YouTube videos to any module (or lesson) within a course in Training Manager. You can also add videos to Competency Tasks and directly to quizzes using Info Boxes. To…

Read More

Data Sources

    A Data Source is a data table of information that can be injected as a field into a form. Common examples of data sources include materials, machines, departments, customers and locations, shifts, and…

Read More

Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you…

Read More

In Progress Workflows

    Form submissions can be automatically added to an In Progress section based on any criteria you determine. For example, “failed” inspections can be automatically added to an In Progress section accessible by your…

Read More

Registration & User Management

  Staff register for your app by clicking “Register” and adding their information. All registrations require approval from an app administrator. Administrators use the User Management section to approve app registration, change access permissions and…

Read More

Training Builder – Modules

This is a guide on how to add Modules to a Course in Training Builder. Modules are contained within Courses and hold documents, videos, quizzes and more. To create a new module, select the course…

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How to mark training as completed

A module is marked as completed only when a supervisor fills out the training form. The form requires a signature from the trainer and the trainee. __ NOTE: Individual staff training must be assigned in…

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If I’m registered for one app, am I registered for all the apps?

GIF demonstrating the login to a new app

You can use the same user profile to access the other apps in the suite, however, you will need to request access by logging in. To access another app on the system: Select an app…

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How do I add the app icon to my home screen on an Apple device (iPhone or iPad)?

inspections capture data

This article applies to Forms, Inspections and Training apps accessed via URL on iOS. This article describes how to add a shortcut (icon) to your company’s app on the homepage of your iOS device. Open the…

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Training Builder – Modules – Adding a Quiz

This is a guide on how to add a Quiz to a Module in Training Builder. Select the module in which you wish to place the quiz. Click “Add Quiz” in the Module List View.

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