📊 How to Access and Manage Form Charts & Graphs

Visualizing form data through charts and graphs enhances safety management and decision-making. This guide will walk you through the steps to access and manage these visual tools within Take5™️Connect.​

---

Step 1: 🧭 Navigate to the Forms Tab

1. From the main dashboard, click on the Forms tab.
2. Choose from the following sub-tabs:

• Form Templates
• Form Categories
• Assigned Forms

3. Locate the bar labeled Charts.

4. Click on the + button and select how many columns (1-4) you would like with the row.​

---

Step 2: ➕ Add Charts & Graphs

1. Once the chart view is open, hover over the + button on the right side of the screen.
2. A drop-down menu will appear and you can select from a range of chart options specific to sites:

• Combo: Assigned Historical
• Table: Templates Stats
• Table: Assigned Stats
• Table: Categories Stats

---

Step 3: 🔄 Filter and Set Date Range

1. To filter your charts and graphs, click on the Filter button at the top right of the screen.
2. A pop-up will appear where you can select if the forms are Active or Archived.
3. There are options to then filter through Categories, Sites, Contractors, Networked Users, Industries and Job Titles associated with that form.
4. Then select a date range.
5. If no date range is selected, it will default to the last three years.
6. Click Apply Filter once you’ve made your selections.

• Note: Filtering and date ranges apply to the entire module; individual rows or columns cannot be filtered separately.​

---

📌 Tips for Managing Charts & Graphs

• If you navigate away from the module and return, the same chart view will be displayed.
• To remove a chart, hover over the top-left corner of the chart and click on the X.
• To add a new chart, click on the + button and follow the steps above.​

---

📞 Need Help?

If you need further assistance, please contact our support team:

📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535