Incident reporting and digital forms for frontline employees

Incident and near-miss reports, maintenance requests, HR questions and inspections, filled out on the phone and followed up with status, assignee and comments until they are closed.

Included in every Monotree plan, with no add-ons

  • Forms

    • Forms

    • Responses

      12

    • My responses

    • Work related injury

      If something happens to you while working.

    • Broken machines

      Please report anything broken here.

    • General feedback

      Let us know if you have anything on your mind.

    Whistleblower

  • Broken coffee machine

    Form submitted Jul 10

    • To-do

    • In progress

    • Done

    • Assigned to

      Emilia Johnson

    • Emilia Johnson
      I will handle this tomorrow at 10:00.
    • Okay, super 🙌

What are forms in Monotree?

Included in every Monotree plan, with no add-ons

When something breaks, runs out or goes wrong on the floor, the report usually ends up on a paper slip, in an email or as a text to the manager. Forms in Monotree give it one place to go. You build a form with the fields you need, choose who can fill it out, and employees submit it from their phone with photos and documents attached.

A response is not the end of it. Every response can have a status, one or more people assigned to it, a conversation with the employee who sent it, and internal notes only the people handling it can see. So a broken fridge or a sick-leave question is followed through to the end, and nothing gets lost in someone's inbox.

The same feature runs your whistleblower channel. Whistleblower forms are anonymous by design, and their responses reach only the people assigned to that form.

From report to resolved

Get the right information the first time, and keep track of what happens next.

From broken to fixed

From a broken dishwasher to a closed case.

  1. Build the form

    Add fields, set a due date if there is one, and choose who can fill it out and who owns the responses. Managers can automatically own the responses from their own department.

  2. Employees submit from the phone

    The employee fills out the form with photos attached. The owners are notified, and any alarms are triggered.

  3. Handle the response

    Assign it, set a status, comment back and forth with the employee, and close it when it is solved.

Nothing gets lost between the floor and HQ

What customers say

Read the story

Honestly, life before Monotree was pretty cumbersome, because we kept getting more and more WhatsApp groups. Our team was quite unhappy, because it felt like there was never any switching off from work. Yes, having La Cachapera's own app completely changes the employee experience. It brings the team together much more and creates a culture.

Lucas Romero Head of Digital Transformation and Systems, La Cachapera

The platform behind forms

Every Monotree feature runs on the same groups, translations, notifications and security, so you set things up once and it works everywhere.

Questions about forms

  1. What can we use forms for?

    Incident, near-miss and accident reports, maintenance and IT requests, temperature logs and other HACCP records, HR requests such as holiday wishes and uniform orders, inspections and audits, feedback, and whistleblower reports.

  2. What is a form alarm?

    An alarm is a rule on a field in a form. When an employee submits an answer that matches the rule, for example a temperature above a limit or a "yes" to an injury, the alarm notifies the right people and can alert your other systems right away.

  3. Can forms be anonymous?

    Yes. For each form you decide whether the sender is named, can choose to be anonymous, or is always anonymous. Whistleblower forms are anonymous by design: the platform does not record who submitted a report.

  4. Can we follow up on a response?

    Yes. A response can have a status, assignees, comments shared with the employee, and internal notes the employee cannot see. Responses can be exported as PDF and archived when they are closed.

  5. Can responses be sent to our own systems?

    Yes. Outgoing webhooks send new responses, updates, comments and alarms to your own systems as they happen, and the Open API lets you fetch responses in bulk. Whistleblower forms are never included.

  6. Do we pay extra for forms?

    No. Monotree has one price per user, and it covers every feature including forms, along with AI, integrations, personal onboarding and live chat support. There are no modules or add-ons.

  7. Can employees use forms on both iPhone and Android?

    Yes. Your employees use Monotree as your own branded app on iPhone and Android, and administrators manage content and settings in a web-based CMS.

Book a demo

Replace paper forms with your own app Forms and alarms on every phone.

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