Site Manager Forms Migration to SmartForms

Managing Forms After the SiteManager Migration to SmartForms



Overview 


All forms that were previously created in Site Manager — including ITPs, Safety, and quality forms — have now been migrated into Commnia’s native SmartForms module. 
This change gives you faster access to your data, more advanced form management tools, and enables future AI-powered features across reporting, insights, and automation. 

This article explains: 
  1. Where to find your migrated forms, 
  2. How Site Manager and SmartForms now work together, 
  3. How to manage, filter, and export forms, 
  4. How to create new forms going forward, 
  5. How to access SmartForms on mobile and offline. 

Why Forms Have Moved to SmartForms 

SmartForms is Commnia’s dedicated form engine and provides significantly more capability than Site Manager forms, including: 
  1. Improved Dashboards and Visibility 
  2. Advanced Filtering and Categorisation 
  3. Faster Excel exports 
  4. Better tracking across locations and teams 
  5. Mobile and offline support 
  6. A foundation for upcoming AI features
To support this, all forms are now managed centrally in SmartForms. 
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What Happened to My Existing SiteManager Forms? 

All existing forms attached to SiteManager items have been migrated into SmartForms. 
When you open a SiteManager item that has a form attached, it will now open the form in SmartForms. 
The form content and history are preserved. 
The form is no longer editable in SiteManager. 
This ensures all forms benefit from the same enhanced functionality going forward. 
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The integration works both ways. 

From Site Manager 

Opening a form from a Site Manager item will automatically redirect you to Smart Forms and open the corresponding form. 


From SmartForms 

Any form that originated from Site Manager includes a link back to the original Site Manager item. 
This allows you to view the related task or record while managing the form in Smart Forms. 




AlertImportant: 
Forms can no longer be edited in Site Manager. 
All updates must be made in Smart Forms. 

Creating New Forms Going Forward 

New ITPs and forms can only be created in SmartForms. 
Forms can no longer be created inside Site Manager. 
This ensures consistency, better reporting, and access to all current and future features. 

Creating and Sending New ITPs or Forms 

When creating a new form in SmartForms, you can: 

Managing Forms in SmartForms 

The SmartForms dashboard gives you a clear, real-time overview of all forms. 
You can see at a glance: 
1. Form name 
2. Company
3. Assigned users 
4. Assosiated Locations
5. Completion progress (questions answered) 
6. Dates




Forms can be Grouped by: 



Category: Category of Form: ITP's, WHS, SWMS, etc.
Location: Site Locations
Template: By Name of Form
Recipient Company: 
Using the Advanced Filters: can narrow down the search even further, this makes it easy to manage large volumes of forms across multiple sites or projects. 



Track completion in real time 

This provides full visibility across teams and projects. 


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Exporting Forms to Excel 

SmartForms includes fast, one-click exports to Excel. 



You can: 
  1. Export filtered results 
  2. Generate structured Excel files 
  3. Use pivot tables and reporting tools 
  4. Apply AI or analytics tools to your data 
  5. This significantly reduces manual reporting and audit preparation time.  

Accessing SmartForms on Mobile 

SmartForms is fully available on mobile devices. 



From your mobile, you can: 
View all assigned forms 
Check form status and progress 
Open and complete forms on site 
Submit responses directly from your device 
The mobile experience mirrors desktop, so teams don’t need to learn a separate workflow. 
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Offline Access 



SmartForms works offline on mobile devices. 
When offline, users can: 
Open forms 
Complete questions 
Capture data on site 
Once the device reconnects, all data syncs automatically — no manual uploads required. 
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Summary 

  1. Moving forms from SiteManager into SmartForms gives you: 
  2. A single place to manage all forms 
  3. Better visibility across projects and locations 
  4. Faster reporting and exports 
  5. Seamless access across desktop, tablet, and mobile 
  6. Offline capability for on-site teams 
  7. A future-ready platform for AI enhancements

If you need assistance navigating SmartForms or have questions about the migration, please contact the Commnia support team. 
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