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Custom visitor sign on templates, worker induction fields, and drawings list view

Custom visitor sign on templates, worker induction fields, and drawings list view

Tailor what you collect from visitors and workers so each project captures only the compliance data it needs. This release bundles custom visitor sign on templates, configurable worker induction fields, a drawings list view, and last-completed dates on public forms.

Custom visitor sign on templates

Configure exactly what information visitors provide when signing onto a site, so you capture the compliance data each project requires.

  • Builder-wide visitor template configuration
  • Project-specific template overrides
  • Customisable visitor data collection fields

From Sign Ons > Manage templates > Visitor Sign On.

Custom worker induction fields

Choose which fields workers must complete during their initial profile setup so inductions match your compliance requirements.

Induction settings with toggles to customise which profile fields workers must complete

  • Set default worker profile requirements across the builder
  • Flexible field visibility per project

To configure, open Settings > More settings > Inductions.

Drawings list view

Find a specific sheet faster by switching large drawing sets into a sortable list with metadata columns.

Drawings list view showing metadata columns for drawing number, revision, and title

  • Switch between list and gallery views
  • Sort and filter drawings by metadata
  • Faster navigation through large drawing sets

Try it from Drawings by toggling list view in the module header.

Last completed date on public forms

Show workers and subcontractors filling in public forms when that form or register was last completed, so they don't double up or call the office to check.

Public form showing the last completed date at the top

  • Toggle "last completed" display on public forms
  • Applies to forms and registers
  • Helps communicate recent activity to field teams

From Settings > More settings > Forms, toggle the setting on.