Introduction to Forms

How have people put what they've learned into practice?

The following real-world examples use takeaways from the modules you've seen in the other tab. Where examples can be shared, they will be. All of these forms (and more) will be available for you to use, in the Complete package.

Example 1 - Initial Accident Notification (Employers Liability)

A multi-site organisation, encompassing several divisions, required a digital accident notification process to replace its paper-based accident book (notification), and accident investigation form. This form acted as a replacement for both the accident book, and the initial accident investigation form. By training supervisors and managers on how to use it, this form resolved a significant administration burden for the single Health and Safety Manager, responsible for all sites.

In this example, the QR code for the form was integrated into a branded A4 poster, and stuck to the inside of the accident book, allowing anyone with a work email account to fill it in on their own behalf, or the behalf of another employee.

This example was heavily linked to further Power Automate solutions, including: automatic Teams folder creation for every accident, which stored attached images/files in, email notification for every accident to relevant (site & functional) management, and automatically filling in accident data into a local site Excel spreadsheet, and a national tracker (simultaneously).

Example 2 - Display Screen Equipment (Self Assessment)

A multi-site organisation, encompassing several divisions, required an initial DSE self-assessment to be completed by every relevant staff member. Although a paper copy existed, the irony of not completing a DSE assessment, on a digital device wasn't lost on the manager who set the activity up! Combined with an introductory video (which explained DSE), users then completed the form.

This example was heavily linked to further Power Automate solutions, including: automatically storing any attached images/files in a dedicated location, email summary for every completed DSE form to relevant line (& functional) management, and automatically filling in response data into a local site Excel spreadsheet, and a national tracker (simultaneously) for further analysis and subsequent targeted initiatives.

Example 3 - Hazard, Near Miss, & Incident Report

Two single site & multi-site organisations required an updated digital report form for hazards, near misses, and incidents. This form was designed to be completed by anybody in the organisation (with an email address), and provided critical (and insightful) information into what had happened. It was successfully rolled out with the support of a wider training and engagement program, and this form led to significant high-quality form submissions, where the attached images were used as benchmark 'before' examples to prove tangible change had occurred.

This example was heavily linked to further Power Automate solutions, including: automatically storing any attached images/files in a dedicated location, email summary for every completed report form to relevant line (& functional) management, and automatically filling in response data into a local site Excel spreadsheet, and a national tracker (simultaneously) for further analysis and subsequent targeted initiatives.

Example 4 - COVID Decision Tree

This one is a bit different! The height of COVID was a very challenging time for understanding what to do in certain circumstances. To make life easier, inspiration was taken from the Scottish government to create a 'flowchart' based on Microsoft Forms.

Didn't know what to do if you lived in England and someone was positive but would run out of LFTs on day 3? It's in the flowchart thanks to the power of branching and the structure of the Form (covered in module 3).

The responses from this were less important than the experience staff had using it. Whilst not perfectly user-friendly, it was a heck of a lot easier than trying to zoom in and follow a very complicated flowchart diagram for many staff, supervisors, and managers.

Example 5 - Feedback survey

Simple Foundry is incredibly proud to be supported by the Prince's Trust. As a proof of concept for the type of solutions it could provide, it created an updated feedback form to show how visually effective an 'on-brand' survey could be.