Need Support? Let’s guide you to the right answer or agent.

Related Form Traceability

My work history has always taught me that the 'Tag' (unique equipment identifier) was king, by that I mean everything raised (form) during the project life cycle always had a relationship to the tag, this way, moving the tag from engineering through to the Asset Operator; and everything in-between, nothing was missed when the ownership of that said tag was passed on and handed over to the next phase - first and foremost for safety reasons.

Now we nearly have this with 'Related' forms which is good news to see within Control, what we don't have is a guaranteed 100% capture of all related formwork as we know communication can breakdown with spelling errors, laziness or simply ignorance to the the job in hand.

What I propose is a simple change to the OTB Forms where we have a mandatory field to add a tag i.e. the form cannot be assigned until the field is complete, if not we also add a checkbox to tick if it is NOT tag related, this moving the accountability to the person creating the form.


Not fool proof and not 100% guaranteed a 'catch all' but a bit closer to capturing everything related.

  • John Todd
  • Dec 7 2020
  • Future consideration
  • Dec 15, 2020

    Admin response

    Thank you for this idea. We are always looking for ways to promote safety on jobsites. We will review it and consider it for a future release.