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Account
- 👨💼 How to Change Your Username, Email, Password and Employer
- 🧑💼Download the Mobile App (Google Play Store and Apple App Store)
- 🧑💼 How to Enable or Disable Automatic Sign-Outs for Your Sites
- 🧑💼 How to Make Someone Your Main Contact
- 🧑💼 How to Add a Company Logo to Your Account
- 🧑💼 How to Enable or Disable Notifications
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Charts & Graphs
- 📊 How to Create and Manage Dashboard Charts
- 📊 How to Create and Manage Charts & Graphs
- 📊 How to Access and Manage Sites Charts & Graphs
- 📊 How to Access and Manage Account Inductions Charts & Graphs
- 📊 How to Access and Manage Incidents Charts & Graphs
- 📊 How to Access and Manage Tasks Charts & Graphs
- 📊 How to Access and Manage Safety Observation Charts & Graphs
- 📊 How to Access and Manage Form Charts & Graphs
- 📊 How to Access and Manage Hazards & Risks Charts & Graphs
- 📊 How to Access and Manage Audits & Inspections Charts & Graphs
- 📊 How to Access and Manage Toolbox Talk Charts & Graphs
- 📊 How to Access and Manage Site Activity Charts & Graphs
- 📊 Understanding Chart Descriptions
- 📊 How to Access and Manage Messages Charts & Graphs
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Contractors
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Digital Signatures
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Employees
- 👷♀️How to Add Employees as Managers of Sites
- 👷♀️How to Add and Manage Employees
- 👷♀️How to Import and Export Employee Details
- 👷♀️How to Add Training & Competency Details and Certificates to an Employee's Profile
- 👷♀️Unlocking a User After Multiple Failed Login Attempts
- 👷♀️Accessing User Profiles
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Form Builder
- 📋 How to Use Form Categories
- 📋 How to Set Up Reoccurring Forms
- 📋 How to View and Link Forms to Sites
- 📋 All About Form Settings
- 📋 Setting Up Form Notifications
- 📋 Exporting Forms
- 📋 Assigning Forms
- 📋 Creating Forms and Inductions
- 📋 Approving, Rejecting Form Responses, and Viewing Audit Logs
- 📋 Adding Images and Videos into Forms and Inductions
- 📋 Viewing, Assigning, and Unassigning Forms
- 📋 Adding Display Conditions to Forms
- 📋Completing Forms and selecting Form Templates
- 📋How Forms are typically processed
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Hazards/Risks
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Incidents
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Inductions
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Inspections/Audits
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Messages
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My Pre-Qualifications
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TA/JSA/SWMS
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Tasks
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Templates
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Reporting
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Sites and Subsites
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Safety Observations
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Take5™️ Connect Mobile App
- 📱 How to Report a Hazard or Risk via the Mobile App
- 📱 How to Enable or Disable GPS Tracking in the Mobile App
- 📱 How to Add Training/Competency Documents to Your Profile in the Mobile App
- 📱 How to Enable and Disable Notifications in the Mobile App
- 📱 How to Access the Admin Menu in the Mobile App
- 📱 How to Add Multiple Files in the Mobile App
- 📱 How to Sign Into the Mobile App
- 📱 How to Create a Toolbox Talk in the Mobile App
- 📱 How to Access Your Inductions in the Mobile App
- 📱 How to Complete a Task Assigned to You in the Mobile App
- 📱 How to Create a Task in the Mobile App
- 📱 How to Complete Approved Work from a Form in the Mobile App
- 📱 How to Select a Form Template in the Mobile App
- 📱 How to Complete Forms via the Mobile App
- 📱 How to Report a Safety Observation in the Mobile App
- 📱 How to Report an Incident through the Mobile App
- 📱 How to Conduct an Audit through the Mobile App
- 📱 How to Use Geofencing in the Mobile App
- 📱 Geofencing: Philosophy of Operations in Take5™️ Connect
- 📱 Troubleshooting GPS Issues in the Mobile App
- 📱 How to Sign Into a Site via QR Codes in the Mobile App
- 📱 Why Take5™️ Connect Requires Background Location Access
- 📱 How to Delete Your User Profile in the Mobile App
- 📱 How to Update Your Login Credentials and Employer in the Mobile App
- 📱 How to Download and Set Up the Take5™️Connect Mobile App
- 📱 How to Complete the Daily Site Hazard & Noticeboard Message Acknowledgment
- 📱 How to Manually Sign Out of a Site in Mobile App
- 📱How to Create a Toolbox Talk Using Templates in Take5™ Connect (via Mobile App)
- 📱 How to Add Snippets to a Toolbox Talk in the Take5™ Connect Mobile App
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Sites
- 🏢 How to Create a Site
- 🏢 How to Clone a Site
- 🏢 How to List, Remove or Archive Sites
- 🏢 Emergency Evacuation Plans
- 🏢 How to Add a Noticeboard Message to a Site
- 🏢 How to Add & Remove a Document to a Site
- 🏢 Managing Site Toolbox Talks
- 🏢 How to Create, Update, Print, or Delete QR Codes
- 🏢 How to Claim a QR Code
- 🏢 How to Scan a QR Code Using Your Phone Camera
- 🏢 How to Create a QR Code for a Site or Multiple Sites
- 🏢 How to Manage Task Analysis Documents for Existing Sites
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Safety Plans
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Notifications
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Print
📋How Forms are typically processed
PostedApril 2, 2025
UpdatedJune 6, 2025
ByAmie
Below is a flow chart that shows the process that forms tend to be finalized and used in Take5 Connect™️👇
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For additional support or questions, contact our team at:
📧 Email: support@take5connect.com
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