Send a Chime Form as a site document when you need people to answer questions rather than just read and sign. Forms are good for checks like a daily health questionnaire or a toolbox talk sign-off. The answers are recorded against each person.
Adding a form
Open the Site Documents tile and select New site document.
Choose the sites and the people, and enter a Name and any Tags, as described in Add a site document (steps 3 to 5).
Under Deliver the site document as a:, tick Chime Form.
Under Checklist, select Select checklist.
Find your form in the list. You can search or filter.
Choose the form and select Select.
The form name now shows under Checklist. Use the pencil to pick a different form, or the bin to remove it.
Select Next, then set when and how often the form is completed. See Choose when a site document is signed.
Select Save.
Your form is now active and linked to either the sign in / out flow - or will be pushed out to your team at the designated time.
Seeing completed forms
Open the Site Documents tile and select Open on the document.
The Who has completed panel lists each person and when they completed the form.
For forms completed more than once, pick a date on the calendar to see that day's completions.
You can also see each submission in the Forms tile.
Use Case
This feature is typically used by Super Users, Admins, or Contracts Managers when configuring sites and compliance processes.
đĄ Tips
Use for high-priority checks like toolbox talks or health questionnaires
Set frequency rules to avoid overloading users daily
Use cohorts for targeted forms (e.g. only subcontractors on one project)
View completed submissions on both the Site Documents page and the Forms tile