Automate Workflow With Mobile Forms Data Collection

Mobile Forms Data Collection Linked To The Business Workflow

Mobile forms data collection helps you streamline business workflow and make your business operations more efficient. Learn what are mobile forms and how you can use mobile forms and checklists for your every day business tasks.

What Are Mobile Forms And How Are They Different From The Web Forms

Mobile forms are digital forms (electronic form) that you can fill out on a smartphone or tablet. There are two types of digital forms that you can fill out on the mobile devices:
  • Web (HTML5) forms.
    Web form is an electronic form that you fill out in a web browser. You can fill out web forms on a desktop computer, on the tablet or on a smartphone. For the smartphone, a form should have a design optimized for a mobile device. Although web forms may work well for you, they have several disadvantages as compared to the native mobile applications forms.
  • Native mobile application forms.
    Native mobile application forms are the forms which are a part of a native mobile application. You download mobile applications from a respective application store. As a rule, mobile forms applications are available for iOS and Android, but there are some that are also available for other mobile OS (Windows phone, Blackberry). Native mobile application forms have an access to the mobile platform API, and therefore have many capabilities which are not available in the web (html5) forms:
    • Native application mobile forms are faster and more responsive.
    • Native application mobile forms can include photos, voice recording or video (taken with a mobile device while filling out a form).
    • Native application mobile forms allow for barcode / QR code scanning.
    • You can capture signatures using native application mobile forms.
    • Native application mobile forms can capture GPS location.
    • Native application mobile forms can be filled out offline.

What Is A Mobile Forms Software

Unless you plan to do your own software development in-house, you will need a mobile forms application to collect data on a mobile device (smartphone or tablet). Mobile forms software will allow you to create custom forms, use them on a mobile device to collect data and store gathered information. Mobile forms data collection solutions on the market have different features and target different business scenarios. However, all of them have these three major components:

  • Mobile Forms Creation Using Web Interface.
    You will be able to create new mobile forms, and/or replicate your existing forms using a web interface. The way of designing mobile forms will vary. Depending on the software package, you may use drag-and-drop interface or a list where you can add, update and delete form fields. You may be able to use your existing PDF form as a template over which you drag form controls. Some providers will also offer a collection of the generic forms that you can use. See below for more information on mobile forms creation
  • Filling Out Forms On A Mobile Device.
    Once you create a mobile form, your employees (or customers) will be able to access it on a smartphone or tablet. They will be able to open the form, fill it out and submit to the server for processing. If mobile forms application is targeted towards business use, it will usually require a person to log in. If a software is targeted to collecting information from the general audience, login won't be required. Often it will be an online form that a person can access by scanning QR code with a generic QR code scanning application. See below for more information on filling out mobile forms
  • Processing And Delivering Collected Information.
    All mobile forms software packages will have a way to deliver information collected via mobile forms back to you. Some mobile forms applications will only send you an e-mail, but as a rule collected data will be stored in a backend database. In this case you will be able to search and access records on demand. Sometimes PDF document will be produced based on the form data and will be sent to your Box, Dropbox or another data storage account. See below for more information on mobile forms data access

What Do You Gain By Using Mobile Forms Data Collection

Here are just some of the ways mobile forms data collection can make your life easier and your business more efficient:

Mobile Forms Have More Capabilities

Mobile forms have capabilities that neither paper forms, nor spreadsheets have. Some of these capabilities are not available in the online forms either:
  • Faster completion with minimum manual entries. Instead of entering information manually, users can select from the lists or scan in data. Part of the information can be already pre-filled, so an employee only fills out data related to his own work/observations.
  • Automatic data validation based on the data type and required fields. Data validation and less manual entries help reduce errors and save a lot of employee-hours.
  • A person can use a smartphone to take photos and include them as a part of a form. This is much faster and more accurate than taking photos with a digital camera, uploading them to the computer and connecting to the form later in the office.
  • Mobile form can be signed right on the device. Digital signature will be included as a part of the record.
  • An employee can use a smartphone as QR code/barcode scanner to scan and identify an object for which data are being collected. (S)he can also scan data in the form fields instead of entering them manually (for example part numbers, lot numbers, etc.).
  • GPS location of the form submission is automatically recorded. Office employees can have a quick overview of the projects locations by reviewing forms submissions points on a map.

Mobile Forms Increase Business Efficiency

Mobile forms help you modernize the entire team workflow. Each team member can get more done in the field. Everyone on the team has an immediate access to the collected information and can act on it quickly. There is no back log of collected data that someone needs to enter into the computer manually. This saves you countless employee hours and eliminates a tedious job of data entry.

Mobile Forms Prevent Data Loss And Errors

Mobile forms minimize manual entries. Whenever possible users can select a value from the list or scan data in. Data entered into the mobile forms are auto validated, preventing errors and missing information. As an employee fills out a mobile form, the entered data are auto saved on his device. Data are sent to a storage location when the form is completed - preventing costly data loss and necessity to re-do data collection.

Mobile Forms Improve Information Flow

With mobile forms, all authorized employees have real time visibility into the business operations, projects status and progress, and all collected documentation. They can review and analyze submitted data in real time, making more informed business decisions.

Mobile Forms Are Always Current

You do not need to reprint multiple paper forms each time you adjust a process or standard operating procedure. You can do an adjustment to the corresponding mobile form online in minutes. Once an update is done, your employees will have current instructions/form on their mobile devices to fill out.

Finally, as an extra benefit, you save trees by using less paper.

How Do You Create Mobile Forms

Any mobile forms data collection software will give you a way to create custom mobile forms using a web interface. The way of creating the forms may vary: you may have a drag-and-drop interface or will have a list of form fields that you can add, delete or edit. If you plan to use the forms on a tablet, and you need to position form fields in a certain way, a drag-and-drop interface is a plus. If you plan to fill out forms on a smartphone, a small screen leaves a few option for fields arrangement. In this case, a list edit may be a better option - it is faster and helps you avoid visual clutter.

You will have an option to create different field types (input, list, checkbox, on/off switch). For each field, you will indicate if it is required or optional, and define a field data type. The exact set of the field data types will differ in different software packages. The basic data types will be text, number, and date. You also may have "media" field types (image, voice recording, video. These fields will allow a user to take a photo or record a voice message and make it a part of the form. You may have scan-in fields, that will allow users to scan in data from QR codes or barcodes into the field with a smartphone. You may have GPS field, that will allow a user to capture a location.

In some instances, you will be able to add a skip logic to the form (e.g. if field A is selected show section A, otherwise hide it), and add calculations.

Whether you are creating new mobile data collection forms from the scratch, migrating from the paper forms, pdf forms or spreadsheets, you will be able to re-create your current forms online and make them more robust. If you have a lot of forms to transfer to the mobile forms data collection software, there are options to automate and speed up the process:
  • You may be able to use an existing form as a template, and change several fields to create a new form. This will significantly speed up your form creation process if you have many similar forms that differ in a few details.
  • You may be able to bulk import forms from a delimited text file. This option may work well for you if you are currently using a spreadsheet to collect data.
  • Some software vendors will have a library of generic forms that you can use, as is or with some changes.
  • You may outsource the form creation part to the software vendor. Many mobile forms software providers will have a service to migrate the current forms to their software for you.

How Do You Use Mobile Forms For Data Collection

Mobile forms data collection software will usually consist of two parts:
  • Online (web-based) part where you create mobile forms, review and analyze form submission records.
  • Mobile application where you fill out the forms. There will be separate mobile applications for Android, iOS and possibly Windows phones.

Each user who needs to fill out the forms in the field will download software provider's mobile application on his / her mobile device from a respective application store. Once a user logs into the mobile application, he will have a way to access company's forms, pick the form for the task at hand, fill out the form and submit. With some mobile forms data collection solutions, you will be able to control which forms show up for a specific user on his/her mobile device based on:
  • User privileges. You may be able to define which forms user can see based on his work qualifications.
  • What user is working with. You may be able to create different forms for different groups of assets, equipment, properties or other business objects.
  • Current project status or workflow step. You may be able to link mobile forms to the steps in the workflow. If you do, only forms that are relevant to the current step will be available for selection.
The user can open a correct form on his/her mobile device, fill it out and submit to the back-end storage location. Submitted data are immediately available to the other members of the team to review/analyze/act upon. Many mobile forms applications will allow you to collect data offline and submit the form when a connection is available.

How Do You Access Collected Information

In most cases data collected with the mobile forms are submitted to a centralized cloud location. You access collected data online via a web dashboard. The data can be converted to the documents (PDF, Word, etc.), stored in the database, or both. Database storage is usually preferable. It allows you to query submitted data by multiple parameters (including data in the specific form fields). You can also export data for import into the other internal applications.

Depending o the software, you may have additional options of:
  • Receiving an e-mail with collected data when a form is submitted.
  • Auto-generating documents, such as PDF, and sending them to your documents storage location (GoogleDrive, OneDrive, Box, Dropbox, etc.).
  • Storing collected data directly in your company's internal database.
  • Generating a report from collected data and sending to the team member(s) or a customer from the mobile device.

Linking Mobile Forms To Your Business Workflow

Forms do not exist in a vacuum. Whenever you fill out a business form, it is related to an object you are working with. An object can be an asset, property, customer, employee or something else. There are situations when you need to fill out a form for an object once - for example if you are doing one-time installation, service or inspection for a customer. In these cases, the ability of a software to link forms to the business objects and workflow is not critical. As a rule, you will just enter customer information in the header part of the form.

There are a lot of business scenarios, however, where you need to collect data for the same object on the regular basis. Often these forms will not be self-contained but a part of a workflow. For example, if you need to record equipment maintenance, service, and repair, or need to do routine inspections of a property, you will need a way to link all collected information to a specific equipment or property. If you need to document a business process that consists of multiple steps, you need to link the forms to both an object and a specific step of the process. This way your employees will have a roadmap of a process. They will know exactly what to do and what form(s) to fill out on every step. You will have real time access to each process status, progress, and documentation, as well as lifetime history of each asset.

If your business operations require linking of the collected information to an object and/or process, look for a workflow software with mobile data collection capabilities. QR Mobile Data is this kind of a software. It uses QR code/barcode scanning to uniquely identify an object and its current status and provides relevant information and a list of forms to fill out to the user.


Transition From Your Current Process To The Mobile Forms Data Collection

Mobile Devices To Use

Which mobile devices are better to use for the field data collection? Depending on the type of forms you have and the data collection environment, you may opt for either smartphones or tablets (or both). As a general rule, you may want to use tablets if your forms must have a specific layout that is hard to reproduce on a small screen of a smartphone. Tablets will work well if employees are collecting data in the office-like environment and do not need to carry a device with them all the time. For example, if you need to collect data in the store, or on the factory floor, or for the home inspection a tablet will be a good tool to use.

If your employees are always on the go, then a smartphone will be a better choice. It fits into a pocket and is much easier to carry around than a tablet. Another consideration is a cellular data connection. In the field or remote places where wi-fi is not available cellular data connection often is. It is true that many mobile forms data collection applications will work offline as well. However, you cannot submit collected data until a connection is available. Therefore, having a connection is definitely a plus.

Where do you get the mobile devices for the data collection? The most efficient solution is to let your employees use their own smartphones or tablets. Not only you won't need to purchase extra hardware, but each employee will be working with a device (s)he is already using and familiar with. This will streamline an adoption of a new system and eliminate a learning curve, so you will become productive faster.

What if you need special devices which can be used in rugged field conditions? Take a look at CipherLab RS 30 Series. These are modern mobile computers with Android operating system which are specifically made to withstand the harsh environment.

Employees Training

The best technology is what you have and know how to use. Since nowadays almost everyone owns a smartphone or a tablet (often both), you won't lose much time on training and adjustment. Your employees are already familiar with your current forms and processes. You just need to show them how to navigate the mobile application for data collection. If you plan changes to your current process due to implementation of the mobile data collection, outline these changes as well. As a rule, mobile forms software providers will have plenty of materials to help with the system adoption (instructions, FAQ, videos). They may provide a webinar style training for your employees as well, making your job much easier.

Keep in mind though that the best learning is by doing. So the good strategy would be to let your employees start using mobile forms data collection, and provide support during the transitional period. You can educate team leaders on the new system first. Team leaders then will show the mobile application to their team members and will be on hand to answer questions and provide guidance.

Mobile Forms Data Collection System Deployment

The best strategy for adoption of a new system is to deploy it one step at a time. Transition to the mobile data collection is no exception. Choose one unit of the company and/or a specific process to transfer to the new software first.

For example, start with only one production process. Let your employees learn how to do things - then gradually move other processes to the mobile data collection. Or start using mobile maintenance forms for one equipment group. Once your employees are comfortable with the new process, add other groups. If you have multiple divisions, roll out mobile forms data collection system in one division. Iron out any kinks, then start implementing the system in the other divisions.

When you design the roll out strategy, make sure that you won't end up with the same process/objects/forms being done in two different ways. If you do, you will make your data organization and productivity worse instead of improving it.

For example, it won't make sense to have half of the employees fill out mobile maintenance form, while another half continues to fill out the same exact form on paper. You will have a mess on your hands and will have a hard time processing the results. However, it will make sense to switch only maintenance process/forms to mobile data collection system first. After your employees are used to the new system, do the same for the service and repair. The same is true for all other use cases. Pick the entire process or unit of your operations that will benefit the most from the transitioning to the mobile data collection. Start there - then implement the system for other processes/units.

What QR Mobile Data Can Do For You

QR Mobile Data is a mobile data collection software specifically designed for tracking business operations, projects and workflow. With QR Mobile Data, you will be able to:
  • Link mobile forms to the business objects you are working with (equipment, assets, properties, projects, customers, employees, etc.).
  • Link mobile forms to the steps of the process.
  • Use QR code scanning to identify and track business objects, record and access data in the field.
  • Track stages of the process and what was done on each step.
  • Get a coherent picture and organized documentation on your business processes and lifetime history of the business objects you are working with.
  • Track assets and inventory for the production processes, achieve backward and forward product traceability.
Whether you need to keep track of equipment maintenance, report assets or equipment conditions in the field, keep track of the projects or production processes, mobile data collection will make your life easier and will save you from the problems associated with the data loss and errors.

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