Assign forms to your team as part of their signing in and out process. When you need structured data capture (photos, measurements, Yes/No answers, RAG ratings) rather than just a PDF acknowledgment, use a Form (checklist) and deploy it as a site document at sign-in.
Forms can be targeted to specific sites, cohorts, or the entire company, giving you full flexibility to get the right forms in front of the right people, automatically.
Go to Site Documents Tile
Click on the Site Documents tile on the left-hand side
Select the Add New Site Document button on the right
Select Site you want the form to apply to
Select one of the following:
All sites
One site
Site cohort (a selection of sites)
Click Next
Who do you want to complete the form
Choose who should complete the form:
Everyone
An existing cohort
People based on my selection (eg. Certain trades, subcontractors, or individuals)
Name your form
Give your form a clear name (e.g. Daily Health Check)
Add any Tags if want
Select Your Form
Under document type, select Chime Form (not PDF)
Pick the form from your library
Press Select
How your form will be delivered
On the next screen, set your delivery rules:
When should it be completed?
At sign in, sign out, or both
How often?
One-off, every day, or once a week (choose day)
When should it be available?
Always or within specific dates
Set a minimum reading time, if needed
Click Save
Your form is now active and linked to the sign-in/out flow. When users check in, the form will automatically appear and must be completed before they can proceed.
Use Case
This feature is typically used by Super Users, Admins, or Contracts Managers when configuring sites and compliance processes.
💡 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