Describe the work and hazards. Makeform creates a pre task planning form with job steps, controls, owners, change triggers, and crew acknowledgment.
Route completed plans to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it to your site, or send it to the Makeform builder.
Audience
Site crews completing a plan with their foreperson
Format
Mobile pre-start form with step-by-step hazard review
Prompt size
286 chars
Example form structure
Mobile pre-start form with step-by-step hazard review
Project, work area, date, and supervisor
What are the task steps?
Hazards, controls, and control owner
Permits, PPE, and equipment ready?
Crew briefing acknowledgment
Suggested routing tags
Ready to start
Supervisor review
Work stopped
Connect every hazard to a named control and responsible person.
Step 1
Define
scope, steps, people, place, and conditions
Step 2
Identify
hazards created by each step and nearby work
Step 3
Control
specific measures, owners, and readiness checks
Step 4
Brief
crew questions, acknowledgment, and change triggers
Plan before the first move
Record today's task, what was discussed, who owns each control, and when the plan needs review.
Break work into setup, access, operation, cleanup, and handback, then connect hazards and controls to each step.
Capture each measure, responsible person, and readiness status, including barriers, isolations, spotters, permits, or equipment.
Define pause triggers such as weather, changed scope, new workers, conflicting work, unexpected utilities, or substituted equipment.
Built around field conditions
Keep one decision path while adapting prompts and review routes to the task.
Plan access, nearby work, plant movement, height, housekeeping, and separation.
Document asset boundaries, energy, isolations, tools, restart, and handback.
Reveal controls for location-specific hazards and capture lone-worker contacts.
Record overlapping work, shared controls, affected parties, and decision owners.
Build the workflow
Generate the structure, add actual work details, and define the review path.
Provide the trade, tasks, conditions, crew roles, and approval path.
Add your equipment, terms, task categories, and required controls.
Reveal isolation, rescue, or spotter questions only when relevant.
Send plans to the supervisor and flag missing controls or paused work.
Choose a practical format
Compare how each format handles task-specific prompts, routing, and follow-up.
Field guide
The strongest plans move from a precise scope to specific controls and a shared decision to start. Use these six sections as the backbone, then adapt the language to your work procedures.
Task identity
A clear boundary helps the crew recognize when work moves beyond the reviewed scope.
Work sequence
Walk through the sequence instead of rating the job as one block; include setup and restoration.
Hazard review
Combine a broad selector with step-specific notes rather than treating a checklist as complete.
Controls and ownership
Name a practical measure, its owner, and readiness so unresolved controls remain visible.
Briefing and change
Let crew members raise missed hazards and define when changing work requires another review.
Readiness record
Confirm the plan was discussed and prerequisites are ready, then record the start decision.
Related tools
Connect planning with inspections, hazard reports, incidents, and work requests.
Define requested work, location, priority, and assignment.
Open toolFAQ
Practical answers for supervisors replacing generic paper cards with a task-specific workflow.
A crew completes it before a defined task to review scope, steps, hazards, controls, owners, prerequisites, and pause triggers. It records today's plan instead of relying on a general checklist.
Include location, shift, crew, scope, steps, hazards, controls and owners, permits, isolations, tools, PPE, nearby work, emergency arrangements, change triggers, acknowledgment, and start status.
Use observable steps where hazards or controls change, such as establish the work zone, isolate, remove, test, restore, and hand back. Avoid one vague entry for the whole job.
Yes. Conditional logic can reveal utility and ground prompts for excavation, or access equipment and rescue questions for work at height, while hiding irrelevant fields.
Yes. Share a link crews can open on a phone or tablet. Favor short fields, checkboxes, and dropdowns, and test the form on devices used at your sites.
Use change triggers. New scope, hazards, people, equipment, weather, or nearby work can prompt the crew to pause, update the plan, obtain review, and brief affected people again.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect plans without a response cap. The paid tier removes the Makeform badge; it does not unlock a larger response allowance.
No. It structures questions and responses. Your organization still sets the applicable procedures, permits, technical reviews, training, supervision, and control standards. Review every generated field before use.
Make the next pre-start discussion specific.
