In Gearbelt, you can create your own Schedule Form templates to assign to specific assets. Customisable templates allow you to tailor forms to your operational needs, ensuring you collect the right information every time based on the asset selected. This guide explains how to create a Schedule Form template using the Form Builder in Gearbelt.
Prerequisites
Before you begin make sure you have the following:
Plan: Pro
Skills Required: Gearbelt Navigation
Device Type: computer
Subscription: Gearbelt
Step-by-Step Instructions
Log in to your Gearbelt workspace.
In the left-hand navigation menu, go to Schedules under Management.
Select the Schedule Forms tab at the top of the page.
View your active schedule forms.
Click the green + button / Create Schedule Form to create a new schedule form.
In the blank schedule form template, drag and drop fields into the body of the form and use the grip to rearrange. Each element card displays the field label and action buttons on the top row, with the field control on the row below.
đ Note: When working in the Form Builder canvas, hover over any element card to reveal the clone and delete buttons â these are hidden until you hover. The card you have selected is highlighted with a blue ring.
Click Preview in the top right corner of the page to review your template.
Click the green Save button.
After saving, a confirmation message will appear.
Access the forms created using your schedule form template by clicking the form.