---
title: Building a custom review form
description: Learn how Intuety company administrators can build a custom review form so approval reviewers can complete reviews aligned to your internal review process.
---

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1. [Knowledge Base](https://help.intuety.io/v2-knowledge-base?hsLang=en-gb)
2. [Smart RAMS](https://help.intuety.io/v2-knowledge-base/smart-rams?hsLang=en-gb)

# Building a custom review form

Custom review forms let you align the Intuety review process with your own internal review form. When an Approver reviews a job or RAMS, they complete your form as part of the workflow.

If you do not build a custom form, Approvers use Intuety's default review form, which includes reviewer comments, an accept or reject decision and an expiry date.

**Who can use this?**

Client Admins and Project Admins can build and edit review forms. Approvers then use the saved form when reviewing.

**How do I open the form builder?**

1. Open the left-hand menu.
2. Under **Administration**, open the **Form Builder** (clipboard icon).

**What can I do in the form builder?**

- Enter a **Form Name** to match your internal systems.
- Add a **Description** explaining its purpose.
- Drag a **Section** or a field from the **Elements** list, or select **Add Section** or **Add Field**, to group related fields.
- Drag fields to change their order.
- Add **Placeholder**, **Help Text** and a **Default Value** to any field.
- Turn **Required** on or off to make a field mandatory or optional.
- Check the **Live Preview** panel to see the form as an Approver will. Select **Hide preview** or **Show preview** to close or open it.
- Select **Save** to put your changes live, **Discard** to undo unsaved changes, or **Reset to Default** to go back to Intuety's default form.

**Which field types are available?**

- **Single-line Text**
- **Multi-line Text**
- **Number**
- **Date**
- **Select (Dropdown)**
- **Radio Buttons**
- **Checkbox**
- **Decision (Accept/Reject)**
- **Table**
- **Informational Text** (read-only guidance shown to the Approver, with no answer needed)

**Which fields are mandatory?**

Every review form must include these fields so it works with the Intuety workflow. They show a **Mandatory** badge in the form builder. You can rename them to match your terminology, but you cannot remove them:

- Reviewer comments
- Accept or reject decision
- Expiry date

Approvers must complete the required fields when they accept a RAMS. When they reject it, every field is optional.

**Tips**

- Group related questions into sections so Approvers can work through the form logically.
- Use help text to explain what is expected in complex fields.
- Always check the **Live Preview** before you select **Save**.
- Keep mandatory fields to the minimum needed. Too many slows reviews down.

**Related articles**

- How to review and accept a RAMS ([Link](https://help.intuety.io/v2-knowledge-base/how-to-review-and-approve-a-rams-job-in-intuety?hsLang=en-gb))
- [What is an Approver?](https://help.intuety.io/v2-knowledge-base/what-is-a-reviewer?hsLang=en-gb)

**Still need help?**

Ask our live chat, email [support@intuety.io](mailto:support@intuety.io) or call 02922 710 527. Include the Job ID (shown in [Job Quick View](https://help.intuety.io/v2-knowledge-base/job-quick-view?hsLang=en-gb)) if your question is about a specific job.

 

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