Describe the home and hazards. Makeform builds a home safety assessment form with room checks, photos, priorities, and follow-up actions.
Send assessment responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a starting point, adjust it, or send it to the builder. Tailor each example to your assessment process.
Audience
Occupational therapists reviewing a client’s daily environment
Format
Room-by-room assessment with priorities and recommendations
Prompt size
356 chars
Example form structure
Room-by-room assessment with priorities and recommendations
Client, assessor, and visit details
Which area are you assessing?
Observed hazard and exact location
Priority and suggested action
Hazard or room photo
Suggested routing tags
Urgent hazards
Follow-up needed
Assessment complete
Ask for both an observed hazard and its exact location. “Loose rug beside the bed” is easier to act on than a generic flooring warning.
Step 1
Observe
review each room and route
Step 2
Document
record location, notes, and photos
Step 3
Prioritize
separate prompt from routine action
Step 4
Follow up
assign owners and review dates
A clearer home walkthrough
Connect each concern to a location, evidence, priority, and next step for a clearer handoff.
Guide assessors through entrances, circulation routes, bathrooms, bedrooms, kitchens, stairs, and utility areas without relying on memory.
Pair a priority rating with the observed condition and exact location, so reviewers can understand why an item was flagged.
Give every proposed action an owner, status, and review date instead of leaving recommendations buried in narrative notes.
Adapt the same structure
Choose a scenario, then adapt its terminology, checks, and routing.
Connect environmental barriers to the client’s reported activities, equipment, and priorities without turning the form into a generic property checklist.
Record visible conditions, access limitations, severity, photos, and proposed next steps in a repeatable inspection sequence.
Review lighting, circulation, transfers, reach, alarms, and support arrangements while recording who will follow up.
Track barriers that need attention before a return date, including access routes, sleeping arrangements, bathrooms, and essential equipment.
Assessment workflow
Describe the visit, review the structure, and keep evidence with follow-up.
Name the type of home, assessor, client context, rooms in scope, and decisions the completed assessment must support.
Replace broad questions with your actual inspection items, define clear response choices, and add not-observed and not-applicable options.
Use conditional follow-ups so a flagged item opens fields for location, notes, priority, photos, and proposed action.
Send submissions to the right inbox or connected sheet, then use action owners and review dates to track unresolved items.
Choosing an assessment format
An online form keeps structured findings, photos, and actions in one submission.
Field guide
Use six sections to move from visit context to an actionable summary.
Visit context
Record the assessor, attendees, visit date, home type, resident concerns, and areas not viewed.
Room sequence
Organize checks along real routes so areas are not skipped and repeat visits remain comparable.
Observation status
Separate satisfactory, concern observed, not observed, and not applicable results.
Priority
Define a small priority scale and pair each rating with the condition and location.
Evidence
Attach focused photos to matching items and explain what each image shows.
Action plan
Give each unresolved concern a proposed action, owner, target date, status, and review outcome.
Related tools
Create inspections, hazard reports, maintenance requests, and repair workflows.
Create a broader inspection checklist for recurring safety reviews across different settings.
Open toolDocument property conditions, room findings, photos, and inspection notes in one submission.
Open toolGive residents or staff a focused way to report a newly observed hazard between assessments.
Open toolRoute an identified maintenance issue with location details, priority, and supporting images.
Open toolTurn a documented condition into a repair request with clear ownership and contact details.
Open toolCapture room conditions and existing issues when someone moves into a residence.
Open toolFAQ
Practical answers for occupational therapists, inspectors, coordinators, and teams organizing a home walkthrough.
It is a structured home-walkthrough record for visit context, room observations, hazard locations, photos, priorities, actions, owners, and review dates. Tailor it to the visit scope and your organization’s process.
Review exterior paths, entrances, halls, floors, stairs, lighting, bathroom, bedroom, kitchen, living spaces, and utilities. Add alarms, storage, equipment, and emergency planning when relevant. Include a not-observed option.
Define a plain-language scale, such as prompt attention, planned follow-up, and monitor. Require the condition and exact location with every rating. Your organization should set the definitions and routing rules.
Yes. Use conditional logic so a satisfactory item stays brief while a flagged item opens fields for location, description, priority, photo, proposed action, responsible person, and target date. This keeps routine checks quick without losing the detail needed for follow-up.
Yes. Add uploads to the matching room or item, then require a caption and location. Decide what may be photographed, who needs access, and how your organization handles personal information.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier removes the Makeform badge. You can start with a generated structure and change the questions, response options, and wording before sharing it.
Yes. Keep stable identifiers, dates, and room sequences. Add previous action status, new observations, and the next review date. Separate submissions preserve each visit’s findings.
No. It organizes observations but does not determine safety or prescribe a response. A qualified assessor should select checks, interpret findings, set priorities, and review recommendations for the assessment scope.
Make every observation easier to act on.
