Worksheets - Authoring & Filling
Learn how to create custom checklists and forms in OpsCel. Admins author templates, engineers fill them on-site. From fire alarm test sheets to maintenance logs, capture standardized data with offline support.
Last updated: 21 May 2026
30-Second Version
Who: Admins (author templates) | Engineers (fill on-site)
What: Custom checklists and forms for standardized data capture during jobs
Where: Admin: Settings → Worksheet Templates | Engineers: Field app per-job
Why: Consistent data collection, compliance tracking, asset promotion, offline support
Key Benefits
- •Custom checklists: Design forms that match your exact business process
- •Standardized data capture: Every engineer follows the same checklist format
- •Asset promotion: Worksheet data automatically promotes to asset register
- •Compliance tracking: Audit trail of completed forms per job
- •Offline support: Fill worksheets without internet, syncs when online
- •Photo integration: Capture photos within worksheet sections
- •Auto-save: Never lose data with automatic save every 30 seconds
Common Use Cases
- •Fire alarm test sheets with zone-by-zone checks
- •PAT test forms with appliance serial numbers
- •EICR observation checklists
- •Maintenance logs for recurring service contracts
- •Installation commissioning forms
- •Risk assessment checklists
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