Complete a Digital Form

From the Samsara Driver App, tap Forms.

Select Start a Form.

Choose the name of the form you need to complete.

Fill out the fields, or select the appropriate responses for each inspection item.

If there is an inspection item issue, select Add a Note on the item and record the issue.

To avoid duplicate issues, the Samsara Driver App also displays current known issues for an asset. For more information on issues, see Report an Issue through Connected Workflows.

If a signature field is required, Sign the box with your signature. Then tap Done to return to the form.

If an Approver signature is required, tap Add Person and select the person to review and approve your form.

Submit the form if it is complete.

Otherwise, to save a draft of a digital form to complete at a later time:

To resume or delete a saved digital form draft, perform the following workflow:

From the Samsara dashboard, navigate to Forms ( ) > Submissions.

Select + Start Form in the top right corner to display a list of all possible forms you can complete.

Select a form.

Fill out the fields, or select the appropriate responses for each inspection item.

When needed, you can select a follow up action such as + Add note or + Add Issue and include a photo.

To avoid duplicate issues, the dashboard also displays currently known issues for an asset.

Save the form to submit it.

At this time, the option to save digital forms to draft is a feature only available to the Samsara Driver App. Otherwise, you can Edit a form, which overwrites all previous versions of the form when saved:

1. Select a Form from the Submissions dashboard.

2. Click Edit in the upper right-hand corner.

3. Make any necessary changes.

   All forms and form fields are editable, and all changes will be permanent upon saving. It is not possible to revert back to a previous version of the form when saved. Fields that are required cannot be left empty.

4. Save.