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pVault® Help

The following is an example of how to navigate through creating a new form based on an available template. Your Web Admin determines what forms are appropriate based on your company's needs.

This is the dashboard main page.

 

eFormsiPhoneMainMenu-mh

 

1.Do one of the following to start filling in an eForm:

oTablet: Highlight the form in the NEW FORMS pane and click Begin Form.

oPhone: Click Start New Form and select the form from the list. Then click Select Form.
 
Note: Those form templates created by your Web Admin, to which you have access are listed here.
Note: You are taken through all the fields necessary to complete whatever form template you select. In this instance, a new Employee Accident Report form is being created.
 

2.Proceed through the questions and enter the requested information:
 
eFormsiPhonenewformfirstscreen-mh
 

3.Click the eFormsiPhoneSearchicon-mh to access the lookup list.
 
eFormsiPhoneLookupListfull-mh
 

4.Once the lookup list displays, narrow down the list by typing in the Search field if necessary.

5.Narrow your search even more and then highlight the appropriate entry.

6.Click Done.

7. Click Next.
The Injury/Near Miss Information page displays:
 
eFormsiPhoneNearMiss
 

8. Click Next.
The Employee First Name page displays:
 
eFormsiPhoneEmployeeFirstName
 

9. Type the employee's first name in the text box.

10. Click Next.
The Employee Last Name page displays:
 
eFormsiPhoneEmployeeLastName
 

11. In the text field, type the last name of the employee.

12. Click Next.
The Job Title page displays:
 
eFormsiPhoneJobTitle
 

13. Click Next.

14. Enter the name of the individual's supervisor.
 
eFormsiPhoneSupervisor
 

15. Click Next.

16. Answer the Have you told your supervisor about this injury/near miss? question.
 
eFormsiPhoneToldYourSupervisor
 

17. Click Next.

18. Enter the date of the near miss or injury.
 
eFormsiPhoneNearMissDate
 
Note: Click the calendar icon to select the appropriate date.

19. Click Next.

20. Identify any witnesses in the text box.
 
eFormsiPhoneWhere
 

21. Click Next.

22. Use the slider to select the temperature.
 
eFormsiPhoneTemp
 

23. Click Next.

24. Click through the remaining pages to complete the form.

25. Check out the MY FORMS grid. Note that there is one form In Progress (that form is identified in the IN PROGRESS grid).
 
eFormsiPhoneForminProgress

 

 

Version 2024.01.36 7/17/2026
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