Smart Forms
Fast, Structured Data for Operational Control.
Smart Forms is Safely’s digital checklist and form system that replaces paper, spreadsheets, and legacy “tick-box” tools with structured, evidence-led workflows that are easy for frontline teams to complete and easy for managers to prove. Forms can be designed from scratch or created from reusable templates, assigned to sites or users, and linked directly to tasks so completion automatically produces a compliant record of what happened and when.
How It Works
Step 1
Design & Standardise
Teams build reusable form templates with the right fields, validations, and required questions so execution is consistent everywhere.
Step 2
Assign & Deploy
Forms are created from templates and assigned to users or sites, optionally linked to tasks so completion requires a submission.
Step 3
Capture & Store Evidence
Each submission is stored centrally with timestamp and submitter details, creating a reliable audit trail and single source of truth.
Step 4
Report & Improve
Forms reporting shows completion rates and trends, helping managers spot gaps, target interventions, and prove compliance over time.
Core Features
Templates for Repeatable Standards
Create once and reuse everywhere by turning a checklist into a template that can generate consistent forms per site, team, or process.
Rich Field Types & Validation
Build forms with structured fields (text, number, date, checkbox, signature, and more) and enforce required inputs and validation to improve data quality.
Task-linked Completion
Link a form to a job/task so the only way to complete the work is to submit the checklist, eliminating empty “done” ticks.
Dashboard Driven Execution
Users can open and submit required forms directly from the dashboard or from an assigned task, reducing friction and missed checks.
Turn Checklists into Operational Intelligence.
Book a demo to see Smart Forms running in real time.