Digital Forms Mobile App For Paperless Field Data Collection

 

Build Digital Forms And Checklists For Field Data Collection

Create custom digital forms that you can load in the mobile app for the efficient field data collection. Digital forms that you create in the QR Mobile Data mobile forms software have advanced capabilities that make them easy and fast to fill out in the field. Use stand alone digital forms for the discrete data collection tasks, or link digital forms together using a workflow.

How you can create digital forms fillable in the mobile app

• Create digital forms that you can fill out in the mobile app for field data collection. Use a QR Mobile Data software online form builder tool, or import form fields into the system.
• Make mobile forms a part of a workflow, or use stand alone digital forms for the discrete tasks.
• Split long forms into the sub-forms for better logic and easier completion on a small smartphone screen in the mobile app.
• Add clarifying text or images to the form fields. Make sure that field technicians know what to do, and field data collection is accurate.
• Define data types for the form fields. Specify if the field is required or optional.
• Digital forms mobile app supports various form controls. You can create the right control types for your field data collection tasks. A mobile app supports manual input fields, selection lists, checkboxes, radio buttons, scan-in fields, autoscan checklists, image capture, repeatable form sections, digital signature capture and more.
• Make sure that field employees get a correct digital form in the mobile app. Link forms to the asset groups or workflow steps.
• Review and update digital forms and checklists anytime via a cloud software web dashboard. Field employees will always get the latest forms and checklists on their smartphones.
• Create a field work order by pre-filling part of the digital form online. Assign a work order to a field technician.
• After the digital form is submitted in the mobile app you can edit it or fill out "office-only" part online.
• Field employees can pass partially completed digital forms between the smartphones, so that each employee fills out his part of the form or checklist.

How to create and use mobile forms in the QR Mobile Data software (FAQ)

Mobile forms capabilities in the QR Mobile Data software (FAQ)

 

Advanced Digital Forms Features That Set A QR Mobile Data Software Apart

What makes a QR Mobile Data software smart, dynamic, and accommodating to various field data collection processes.
In addition to the regular features found in the mobile forms systems, a mobile app in the QR Mobile Data software has advanced features specifically geared towards field data collection.

Dynamic digital forms with repeatable sections

If your field data collection forms include line items (for example lines on the invoice, a line for a problem description, etc.) you may not know beforehand how many of these sections will be needed. A digital forms mobile app that comes with the QR Mobile Data software allows you to add repeatable sections on demand as needed, and fill them out. Repeatable sections can include the same controls as the regular digital form. You can add free form input fields, selection lists, checkboxes, radio buttons, scan-in fields, photo capture fields, etc.

Checklists with auto-scan option

If field employees need to fill out long checklists, it might not be easy to find the right checkbox to check off. A digital forms mobile app simplifies this process. You can allow a field team to scan a QR code for the completed task, and the right checkbox will be checked off automatically. Date and time of the scan is recorded as well.

Pass digital forms between the field and the office

With the QR Mobile Data software field / office communication is easy and happens in real time. An office employee can fill out a part of the digital form online, and push the form to the mobile devices for completion. Once the digital form is completed in the mobile app, an office administrator can fill out office only part. Optionally, if something is missing, a digital form can be pushed back to the mobile app with comments.

Pass digital forms between mobile phones

If your field data collection process involves multiple employees who need to fill out their section of a digital form, you can easily handle it in the QR Mobile Data software. Each employee can fill out his part of the form in the mobile app and submit incomplete form or checklist for the next employee to take over. When all parts of the form are filled out, the completed form is submitted to the back end cloud software.

Digital work orders system using mobile forms

A digital work order system with the QR Mobile Data software creates a seamless work order flow from start to finish. You can create a work order for a field assignment online by pre-filling a part of the relevant form, and assign work order to the field technician. Field techs see work orders assigned to them when they log into the mobile app. They can access work order details, fill out digital form in a mobile app and submit it to the back end cloud software in real time. The field data collection process for work orders creates electronic records that authorized software users can access from anywhere.

Create pdf reports in the mobile app

A mobile app gives you a chance to create and e-mail completed and signed digital form internally or to the client. A field employee can do this from the mobile app after digital form is completed. You can define what should be included in the pdf report, report look and layout via a custom MS Word template.

Link digital forms together in a workflow

Your field data collection process may include discrete mobile forms. You may also have a process where you need to fill out forms at each step. In the QR Mobile Data software you can do both. You can fill out the discrete digital forms, or link digital forms together using a workflow.
You can create custom workflows, define workflow steps, and attach digital forms to each step. A field technician then tracks the process by scanning a QR code, gets the right digital forms in the mobile app and fills them out on a smartphone.

Digital forms fillable in the mobile app over time

Some workflow steps may require recording multiple data points over time. In the QR Mobile Data mobile app data points can be added as needed by field workers on different mobile devices.

Auto copy option in the digital forms mobile app

A mobile app in the QR Mobile Data software provides several auto copy options for the different field workflows. These options minimize repetitive task for the field employees by automatically filling out a part of the digital form when applicable.

Digital forms app with the auto alerts

A QR Mobile Data software ensures that the problems are discovered and addressed on time. You can set acceptable data range on the selected form fields. You receive an instant email alert if the data filled out in the digital form fall outside of a pre-set limit. You can address an issue fast and avoid bigger problems down the road.

Digital forms give you data to analyze

All data collected in the digital forms mobile app are preserved and can be analyzed. Analytical reports give you meaningful insights into your business operations, and help you make better business decisions.
 

Link Digital Forms Together Using A Workflows

Use a QR Mobile Data software for the business process data collection. Produce proper workflow documents by filling out digital forms in the mobile app on the relevant process steps.
Here is how you can use digital forms mobile app to document a business process:

• Create custom workflows for your business processes via the cloud software web interface.
• Create digital forms for data collection on each process step. Attach digital forms to the workflow steps, make them required or optional.
• Company employees use a mobile app for tracking project through the workflow using QR code scanning. On each step a mobile app prompts employees to fill out relevant digital forms.
• You can use digital forms for data collection and documentation of all parts of the process. Record serial numbers of used equipment, what was done, and if there were any problems. Fill out quality control checklists, product test forms, and other required paperwork in the mobile app using digital forms.
• Digital forms filled out in the mobile app are automatically linked to the scanned product and a workflow step.
• Collected data are sent to a backend cloud software in real time. All team members are always in the loop. Authorized software users have live access to the active and past projects.
• Auto alerts can be sent to the selected software users when a project is moved to the next step.
• Review the history of the current and past projects. You will see dates, employees, completed steps, data collected on each step, how long did it take to complete each task, and filled out digital forms.
• Analyze collected information to find out where the bottlenecks and delays in the process are happening and what are the reasons. Use data analysis to optimize your business process and become more efficient.

How to create and use workflows in QR Mobile Data software (FAQ)

 

Use Digital Forms Mobile App For Field Data Collection

Here is how digital forms mobile app help you with the field data collection:

• You can use regular smartphones or tablets running iOS or Android for the field data collection. Save money on buying dedicated data collection hardware, such as mobile computers.
• Identify an object for the field data collection with a QR code scan. Avoid manual data entry errors. Make sure that employees fill out the correct digital form.
• Field technicians can select from the list of the digital forms which are relevant to the scanned object, and if applicable - workflow step.
• Digital forms design options in the QR Mobile Data software make field data collection fast and easy.
• Using digital forms mobile app you can reduce manual data entries and associated errors. An employee can scan data into the form fields, select values from the list and take photos.
• Digital forms have built-in validation rules and checks to ensure that everything is filled out correctly.
• Digital forms in progress are automatically saved in the mobile app. A user can start, pause and resume at any time and never lose collected data.
• You can use digital forms mobile app with or without internet connection. You can submit completed forms to a backend cloud software when connection is available.
• Use smartphone camera to take photos and attach to the digital forms for visual documentation.
• Capture electronic signatures on the smartphones.
• GPS location of the form submission is automatically recorded and can be viewed on a map.
• Field technicians can create pdf reports and e-mail internally or to the client from a smartphone. You define what is included in the pdf report via a custom template.
• A QR Mobile Data software has built-in time tracking capabilities. Field employees can easily track time they spent working on a task by clicking Start / Stop buttons in the mobile app.

How mobile data collection works in QR Mobile software (FAQ)

 

Digital Forms Mobile App Provides Real Time Data Access In The Field

Mobile forms software ensures that field technicians do not waste time and make wrong decisions due to the lack of information. Using a mobile app in the QR Mobile Data software field employees can access all data they need to do their job with a single QR code scan.

• Control what data field technicians can access via the cloud software web dashboard. The data can include asset spec sheets, drawings, pdf documents, instructions and anything else you need.
• Software users with the editing privileges can update an asset info in the mobile app. For example, they can take and record new measurements or add an image.
• Field employees can access all recent records for the scanned asset. These can include service and maintenance records, inspection checklists, conditions assessment, and more. Access to this information ensures that field technicians make informed decisions and avoid costly mistakes.

 

Secure Cloud Storage Of The Completed Digital Forms

• Completed digital forms are stored in a secure cloud as electronic records, are never misplaced or lost.
• Authorized software users have access to the real time data, on the computers in the office and on the mobile devices in the field.
• You can filter electronic records by multiple parameters to quickly find what you need. (Example: find all equipment that failed a specific test last month)
• Export reports into a .csv file for importing into the internal software systems.
• Update info submitted in the digital forms mobile app if necessary, or fill out "office only" part. If a submitted form has problems, an admin user can push it back to the mobile devices for correction or additional data.

 

Analytical Reports Based On The Completed Digital Forms

Field data collection using digital forms and checklists is only a part of the story. A QR Mobile Data software allows you to create custom reports, analyze and visualize collected data for the better business insights.
Here is how you can analyze data collected in the digital forms mobile app in the QR Mobile Data software:

• Create customized reports based on the completed digital forms. Select granular filters to show what you want to display, and select fields that should be included in the report.
• Review the exact info you need in one place.
• Create plots and graphs to visualize data collected in the mobile app. Plots and graphs help you find trends and correlations.
• Create statistical reports on the data collected in the field to see the big picture.
• Review reports online, download as .csv or pdf files.
• Use digital forms data to get insights into your business process and optimize your business operations.

 

Digital Forms Software Trigger Alerts That Help You Run Business Smoothly

A QR Mobile Data software ensures that you do not forget anything, and address all problems on time.

• Create custom reminders to alert you on the next routine inspection, task to complete, next step in the process and other important events.
• Attach reminders to any date field and receive automatic alerts when the date you specified is approaching (e.g. warranty expiration date).
• Specify when to send a reminder, to whom, the subject and header text.
• Create multiple reminders for the same event (e.g. 5 days before, 3 days before and 1 day before).
• Specify acceptable data range for the form fields, and receive an instant e-mail alert if a submitted digital form contains an outlier. Immediately correct any detected problems.

 

Use Digital Forms For Inventory Tracking & Traceability

Use QR Mobile Data with the QR Inventory software for a complete asset and inventory tracking and traceability solution.

• Track assets and inventory in multiple locations with a smartphone or tablet.
• Process inventory transactions by scanning a QR code or barcode with a smartphone running iOS or Android.
• Results of the transaction are instantly available to all authorized software users.
• Customize every aspect of the inventory management process. Define everything that you want to track, record and report via a cloud software web dashboard.
• Review and export reports on inventory count, locations, transactions history and usage. Filter reports by custom fields you created.
• Receive low inventory alerts.
• Add additional modules to further extend software functionality, from assemblies & kits to purchase orders and invoices management to QR code based ordering.