We’re excited to announce the launch of Forms & Registers in Way We Do — a major new capability designed to help organizations capture, manage, track, and act on structured information as part of their Management Systems.
And for those of you patiently waiting for our new AI Chat capability, it’s not too far away either. At Way We Do, we work on multiple product initiatives at the same time, continually expanding the platform to help organizations better implement, operate, and maintain their Management Systems.
Forms & Registers is the latest step forward.
From Procedures to Evidence
A strong Management System needs more than policies and procedures.
Organizations also need to capture evidence that work has been completed, record important information, monitor what is happening across the business, and take action when something requires attention.
That is where Forms & Registers comes in.
Forms allow your team to capture structured information directly within Way We Do, while Registers provide a centralized view of the records that have been submitted.
You might use them to manage:
- Incidents and corrective actions
- Audits and inspections
- Assets and equipment
- Employee onboarding information
- Risk assessments
- Training records
- Supplier assessments
- Quality checks
- Compliance records
- Improvement opportunities
Instead of information being scattered across spreadsheets, documents, inboxes, and separate systems, it can become part of the Management System your team already uses.
What’s Included in Phase One?
With the first release of Forms & Registers, organizations can:
Create custom forms
Build forms tailored to the information your organization needs to collect.
Complete and view records
Team members can complete forms and easily access the records created from them.
Track information through Registers
Every form has a centralized Register, providing a clear tabular overview of submitted records.
But collecting information is only part of the story.
Connect Forms to Your Workflows
Forms can be manually assigned to team members or automatically triggered as part of your operational workflows.
For example, you can assign forms based on:
- Schedules – such as weekly inspections or monthly audits.
- Activated Checklists – when an entire workflow, or even a specific step, is completed.
- Team changes – such as automatically assigning an onboarding form when a new team member joins.
This creates opportunities to connect the information you capture directly with the processes that need to happen next.
For example:
A team member submits an Incident Form.
Way We Do can then automatically trigger an Incident Investigation Activated Checklist and assign it to management for review.
The incident is recorded.
The investigation is initiated.
Responsibility is assigned.
And the organization has evidence of what happened and what was done about it.
That is operational governance in action.
Forms & Registers: Built for Compliance and Traceability
Management Systems rely on trust in the information they contain.
That means knowing what was recorded, when it was recorded, and which version of the form was used.
Every Form and individual Form Record within Way We Do therefore has its own unique version number, supporting traceability and change management.
As forms evolve over time, organizations can maintain an accurate and auditable history of their records.
This becomes particularly valuable for organizations implementing frameworks such as ISO 9001, ISO 14001, ISO 27001, ISO 45001, ISO 42001, and other regulatory or industry Management Systems where evidence and traceability matter.
More Than Process Documentation
Way We Do continues to evolve beyond simply documenting policies and procedures.
Our goal is to give organizations the operational governance infrastructure they need to define how work should be done, guide people through that work, capture evidence, and continually improve their Management Systems.
With Procedures, Activated Checklists, Training, Quizzes, Process Capture, and now Forms & Registers, more of your Management System can live and operate in one place.
And there is more to come.
This Is Only Phase One
The launch of Forms & Registers is the beginning.
We already have more planned, and the feedback we receive from customers will help determine what we build next.
So, start creating forms. Put them into real workflows. See where they can replace paper-based forms, spreadsheets, manual records, and disconnected information.
And tell us what you need.
Send your feedback and ideas to support@waywedo.com.
We’d love to hear how you’re using Forms & Registers, and what you would like us to build next.
