Creating Digital Forms in the Food Safety Module

Modified on Mon, 29 Jun at 4:54 PM

Who Should Use This Article?

This article is intended for:

SoupedUp Head Office Administrators
Site Administrators responsible for creating or maintaining Digital Forms

Permissions Required

You must have permission to create and manage forms within the Food Safety Module.

Overview

Digital Forms allow organisations to replace paper-based records with electronic forms that can be completed directly within the Food Safety Module.

Unlike Printable Forms, Digital Forms are completed electronically by users and can include a range of interactive form elements such as text fields, dates, temperatures, checkboxes, dropdown lists, ratings, evidence uploads and more.

This article explains how to create, configure and publish a Digital Form.

Before You Begin

Before creating your Digital Form, consider:

The purpose of the form.
The information users need to capture.
Which fields are mandatory.
Whether evidence uploads or corrective actions may be required.

Step 1 – Create a New Digital Form

Navigate to Food Safety → Manage Forms.
Select Create Form.
Enter a unique Form Name.
Select the appropriate Category.
(Optional) Enter a Description.
Leave the Print Form Mode toggle switched OFF.
Select Save & Continue to Builder.

Step 2 – Build Your Digital Form

The Form Builder allows you to create your Digital Form by adding the required Form Elements.

Available Form Elements include:

Short Text
Long Text
Date Picker
Time Picker
Number
Temperature
Product List
Yes / No
Dropdown
Checkbox
Evidence Upload
File Upload
Ratings
Initials

Select the required Form Element to add it to your Digital Form.

After adding a Form Element, select it within the Form Builder to configure its settings using the Configure Panel.

Typical configuration options include:

Field Label
Placeholder Text
Additional Information
Required Field

Select Save within the Configure Panel after making your changes.

Repeat this process until all required Form Elements have been added and configured.

Step 3 – Review Your Form

Before publishing, review your Digital Form to ensure:

All required fields have been added.
Field labels are clear and meaningful.
Mandatory fields are marked as Required where appropriate.
The form captures all information needed by the end user.

Step 4 – Publish Your Digital Form

When you are ready to make the form available:

Close the Configure Panel (if open).
Select Publish.
Select the site or sites that should receive the form.
Select Publish to complete the process.

Good to Know

Digital Forms are completed electronically within the Food Safety Module.
Leave Print Form Mode switched OFF when creating a Digital Form.
Head Office can publish Digital Forms to one or multiple sites.
Site Administrators can publish Digital Forms created within their own site.
Published forms can be edited, versioned or cloned as required.
Choosing meaningful field labels improves usability and reporting.