Creating a Custom Form Template

To create a custom form template:

1. Navigate to: MaintenanceData MaintenanceCustom Forms Setup.
   • You must have the Change permission for Custom Forms Setup to create a custom form template.
2. Scroll down to the Create Custom Form section.

   

3. Click New on the toolbar if information displays in the Form Name field.
   • The information clears at the bottom of the screen and you can add a new custom form template.
4. Enter a name in the Form Name field.
5. In the Form Use drop-down box, select Company to make the form display in MaintenanceCompany Custom Forms.
6. Click Save on the toolbar.
7. Add the sections and questions.