Get Started with Connected Forms

With Connected Forms, you can digitize any form and go paperless with a streamlined, mobile workflow for your users. You can track issues on the field instantly, and use Connected Forms to complete forms such as safety inspections, equipment checklists, and incident reports through the Samsara Driver App.

To manage and setup admins and users, you must be assigned a Full Admin role.

To get started with Connected Forms as a Full Admin, perform the following workflow:

1. Setup Users with Connected Forms. This enables access to Connected Forms for admins on the Samsara dashboard and users on the Samsara Driver App.

2. Create a Digital Form with Template Builder. This is how you digitize all your forms, such as equipment inspections and records. Within the Template Builder you can also connect your assets, which allows you to link specific assets to their inspections.

3. View submitted Connected Forms in the Submission Dashboard. After users submit their completed forms, you can review their responses in the Submission Dashboard.

4. Manage Connected Forms Issues in the Issues Inbox. At any time users may encounter issues in the field. Users can record and submit these issues and you can manage them in your Issues Inbox.