Site induction form template
Sign a visitor or a subcontractor onto a site, with their tickets and their acknowledgement.
10 fields. Free to start. No card, and nothing to install.
Who uses it
Principal contractors, facility managers, warehouse operators, and event build crews. Anywhere the person walking through the gate is not on your payroll.
The problem it solves
A subcontractor arrives at six in the morning, the induction folder is in a locked office, and the supervisor waves them through. If something goes wrong that afternoon, nothing shows the visitor was ever briefed.
How this handles it
A QR code on the gate opens the induction on the visitor's own phone, with no app to install and no account to create. Ticket and licence photographs are attached to the same record as the answers, so an expiry can be checked later without a filing cabinet. The signed acknowledgement is timestamped by the server, which is what turns a briefing into an attendance record.
Who is entering the site
Tickets and competency
Photograph the front of each card. Include any high risk work licence.
Briefing
You have been shown the site rules, the exclusion zones, the muster point, and the first aid post. You will wear the personal protective equipment required for your task and stop work if conditions change.
For agents
What an agent does with this form
A gatehouse assistant checks each arriving submission against the approved contractor list, then replies to the supervisor with anyone whose ticket expiry falls inside the job window. It reads submissions through the API rather than a mailbox, so a busy morning of forty inductions is one query.
The template is published as JSON at
/templates/site-induction.json.
Read it to learn every field id, then post values keyed by those ids.
A field id is stable. A label is not.
{
"values": {
"si_name": "Jordan Ellery",
"si_company": "Northbank Logistics",
"si_phone": "+44 20 7946 0958",
"si_reason": "trade_work",
"si_supervisor": "A short factual answer."
},
"idempotency_key": "site-induction-2026-09-09-001",
"agent": {
"name": "your-agent"
}
}Authorization: Bearer ifk_submit_…. Or connect over MCP at /mcp.Questions about site induction forms
How does a visitor reach the form at the gate?
Every published form has a QR code you can print and laminate. The visitor points a camera at it and the induction opens in their phone browser, with nothing to download and no sign in.
Can we check a ticket has not expired?
The template asks for the earliest expiry as a date, which makes the check a query rather than a squint at a photograph. The photographs stay attached as the evidence behind that date.
What if the visitor has no smartphone?
Keep one tablet at the gate on the same link. The form holds no session, so each visitor starts clean on the shared device and nothing carries over from the person before them.
Does this replace a full contractor prequalification?
No. An induction records attendance and a briefing on the day. Prequalification is a slower process about insurance and safety systems, and it belongs in a separate form filed weeks earlier.
Create this form in your own workspace.
The template loads as a draft. Change every field, or send it as it stands.
Create this form