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Agency add-on

Forms
built into your agency.

Build any form your agency needs — injury reports, missed punches, accident reports — and collect member submissions from the app.

$10.00/month or $100.00/year for the agency.

Add Forms to your setup
Agency portal Open full size ↗
Work a populated submission inbox across every form, filter by form or review state, and see exactly what still needs attention.
Work a populated submission inbox across every form, filter by form or review state, and see exactly what still needs attention.

Everything Forms can do.

Built for administrators to manage and, where applicable, for approved members to use from the Pocket Protocols app.

Agency administration

Manage the complete workflow.

  • Build each form yourself: headings, short and long answers, numbers, dates, yes/no, choose one, choose any, and rating scales
  • Start from three editable starter forms — an injury report, an accident report, and a missed punch form
  • Preview every form exactly as a member will see it before opening it
  • Open and close each form to members deliberately; nothing is published until you say so
  • Members fill forms out from the app, with answers checked against the required questions before they file
  • Keep every answer attached to the exact question wording the member read, no matter how the form changes later
  • Work new submissions in a reviewable inbox — filter by form, read every answer, and mark each one reviewed with who and when
Operations and member access

Carry the result into daily operations.

  • Create expiring, read-only share links so someone outside Pocket Protocols can review one submission without an account
  • Choose how long each share stays active — from five minutes to seven days — before it expires automatically
  • Revoke active share links immediately; expired and revoked links stop revealing both the submission and its PDF
  • Print any submission or download a PDF copy from the agency portal, with the same PDF available through an active shared link
  • Separate permissions for building forms and for reading submissions
  • Archive retired forms without losing a single submission

See Forms from both sides.

Real screens from the agency portal and the Pocket Protocols member experience.

Open a complete response beside the inbox, preserving every answer under the exact question wording the member saw.
Open a complete response beside the inbox, preserving every answer under the exact question wording the member saw.Open full size ↗
Print a clean agency record or download the same submission as a PDF for secure handoff and retention.
Print a clean agency record or download the same submission as a PDF for secure handoff and retention.Open full size ↗
Members see every open agency form in one place, with a clear indicator when they have already submitted each one.
Members see every open agency form in one place, with a clear indicator when they have already submitted each one.Open full size ↗
Required questions, dates, written answers, and yes-or-no choices stay clear in a focused field-ready mobile form.
Required questions, dates, written answers, and yes-or-no choices stay clear in a focused field-ready mobile form.Open full size ↗
Members can review their own submission history across every form without gaining access to anyone else’s responses.
Members can review their own submission history across every form without gaining access to anyone else’s responses.Open full size ↗
Portal to pocket

Administrators stay in control. Members stay informed.

Configure the workflow in the agency portal, choose who can see it, and publish the result to approved app members.

  • Permission-controlled administration
  • Agency groups and visibility rules
  • Activity and change history
  • Connected Pocket Protocols app experience

Ready to bring Forms to your agency?

We verify every agency setup before creating the organization.

Request verified setup