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Mobile Forms Management

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Note: The below guide refers to the New Mobile Form Builder. In case you are still using the old Mobile Form builder, please refer here.

IMPORTANT: The old Mobile Form builder will be deprecated soon, so we strongly advise you to apply the new one once you get familiarized with it, by pressing “Apply new Mobile Form builder”.

Mobile Forms can be used to send instructions/questionnaires to your employees, ask them questions, or even let them freely fill in any comments or information related to specific Checkpoints/ Sites, they want to share with the monitoring center!

You have total control over Mobile Forms creation, as they are fully customizable.

Adding a new Mobile Form

Once you decide which Mobile Form elements you will include in your form, you can start setting it up by following the steps below:

Adding elements to your Mobile Form

  • Header: Read Only – Usually used for headings & heavier text. Use it as your Title, Section separator, or to give general instructions to your Workers.
  • Text Input: Single Line Input – Can be used for short descriptions/comments the Worker would like to share with their Managers.
  • Image: Read only – Can be used by the Manager to add an image as a reference for the Worker.
  • Text Area: Multi-Line Input – Use it if you want your Workers to add more detailed information about the matter.
  • Radio: Can be used for single choice answers.
  • Checkbox: Usually used for multiple choice answers. Add more than 1 Checkbox elements to achieve that.
  • Select: Can be used for single choice answers. More compact than the Radio element.
  • Signature: Can be used to request the Worker to add their signature.
  • Select (Entity Based): Can be used for searching/selecting a Guard of the system.
  • Image Capture: Can be used to request the Worker to capture image(s) while filling in the Mobile Form.

Tip: You can edit your element even after Save.

Assign your Mobile Form to a checkpoint

Once you have created your Mobile Form, you can assign it to a checkpoint(s); this way, it will come up when your Workers scan the respective checkpoint in order to fill-it in.

Allow the Guard to send a Mobile Form without physically scanning a checkpoint

If you want your Guards to send a Mobile Form without physically scanning a checkpoint, you can do so by following the steps mentioned below:

Your Guards will now be able to find and fill-in a Mobile Form without physically scanning a checkpoint, by pressing the “Scan” button in their mobile application and choosing “Mobile Forms”.

View Mobile Forms Answers (Filled-out Forms)

You can review the answered Mobile Forms in the Events Browser either individually (Option 1) or in bulk (Option 2):

6. In the pop-up screen, the “Form” field will display one of the following statuses:

    • Completed: You can view the filled Mobile Form or export it to Excel/PDF.
    • Not Completed: The guard scanned the checkpoint but skipped filling out the form.
    • Not Available: The checkpoint is not associated with any form.

Option 2: Export Mobile Forms in Bulk

  1. Go to the Events Browser page and select the relevant Guard(s).
  2. Choose the appropriate Date range.
  3. In the “Event Type” filter tab, enable the relevant “SCAN” type and check the “Only show Out of Range Scans” option.
  4. Press the “Refresh” button to display all Scan events containing attached Mobile Forms.
  5. Click the “Export to” button, then choose “Export Mobile Forms” → “Export Form to Excel/PDF”.

Note:
All submissions will be grouped by exporting them to Excel, making it easy to locate and analyze specific types of mobile forms.

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