Assurance Check has automated the NACHI Four Point Form. It is now web based and is available to all NACHI Members.
You just enter the required data on each page. On the last page is a submit button. The report will be e-mailed to you in a PDF file once you click the submit button.
When filling out the form only place the 10 digits into the phone number field. The form will format the field in the form.
You can add your pictures once the PDF File has been E-mailed to you. There are three image fields in the form. A box will appear when you click on the image field. In the box you select where the image is stored and click on the image you want placed in that field.
You can add a digital signature for the signature field. The Adobe reader has a wizard that will show you how to create a digital signature.
Once you add the photos and signature just print as a PDF file again and the form is locked so that no one can make any changes.
The user guide is almost complete for the form. It will be posted once it is complete (should be by Monday).
I am releasing it now so that some of you can use it and let us know if you see or have any problems.
I also created a checklist that flows with the form.
We also automated the OIR-B1-1802 form used for a Insurance Discount Survey (Wind Mit). It is also available to all NACHI Members. Just follow the same instructions as above.
I hope that you find that the forms are useful being web based. Please let us know what you think about them.