How do you add a new record type without waiting on a vendor ticket?
Soter's Create Record Type workflow turns a plain description, or a template you already use, into a configured workspace record type. It asks a few clarifying questions, checks for duplicates, designs the field structure, and shows a readable summary. You confirm, and the record type is ready to capture data.
What the Create Record Type workflow does
Every site tracks things the standard forms do not cover: a specific permit, a contractor sign-off, an equipment check unique to one line. The Create Record Type workflow lets a Safety Professional set those up by describing what they need to track, or by uploading a spec file or template already in use, instead of filing a customization request and waiting.
SoterAI proposes the field structure and you stay in control. It supports text, numbers, dates, dropdowns, locations, file uploads, repeating sections, and more, so the record matches how the work is actually logged. Nothing is created until you read the summary and confirm.
Where record-type setup breaks down at scale
Three problems show up once a team needs more than the default forms.
- The vendor-ticket wait. A new form has to be requested from the software vendor, so a record nobody can log today sits in a queue for weeks.
- Duplicate record types. Two people set up near-identical forms under different names, the data splits across both, and reporting stops adding up.
- Field structure that does not fit. A form built without the right field types forces free-text where a dropdown or a date belongs, and the data is hard to filter later.
How the workflow runs
- Describe what you track. Tell SoterAI what kind of records you need, or upload a spec file or an existing template you already use.
- Answer a few questions. SoterAI asks clarifying questions where it needs them, such as the purpose, the key fields, and the dropdown options.
- Check for duplicates. The workflow checks existing record types so you do not create one that overlaps with a form already in the workspace.
- Design the field structure. It designs the fields using the types the record needs: text, numbers, dates, dropdowns, locations, file uploads, and repeating sections.
- Review and confirm. SoterAI shows a readable summary of the fields and layout, and the record type is created once you confirm.
Who uses this workflow
- Safety Professionals setting up a record type the standard forms do not cover
- Site administrators standardizing record types across multiple locations
- Program owners replacing a spreadsheet or paper form with a structured record
- Teams migrating an existing template into the workspace without rebuilding it by hand
What you get when you sign up
- A record type built from a plain description or an uploaded template, no vendor ticket
- A duplicate check before creation, so record types stay clean and reporting stays consistent
- Field types that fit the data: text, numbers, dates, dropdowns, locations, file uploads, repeating sections
- A readable summary of fields and layout to review before anything is created
- A configured record type ready to capture data right after you confirm