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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 allow Managers to send instructions, questionnaires, and checklists to Guards and collect structured information during patrols.

1. Creating a Mobile Form

Steps

  1. Go to Company → Mobile Forms.
  2. Click + Add.
    1. Alternatively, you can press the Templates button to access a list of pre-created Mobile Form templates.
      These templates allow you to quickly start from ready-made examples – such as Equipment Checklist, Fire Route Inspection, or Incident Report – so you don’t have to build every form from scratch. You can use them as-is or customize them to suit your operational needs.
  3. Drag elements from the left panel into your form.
  4. Configure each element in the popup and Save.
  5. Enter a Form Name and Save.

Available Elements (Summary)

  • Header – title/instructions
  • Text Input – short text
  • Text Area – long text
  • Image (Read Only) – reference image
  • Radio / Select – single choice
  • Checkbox – multiple choice
  • Signature – guard signature
  • Select (Entity-Based) – choose system Guard
  • Image Capture – take/upload photo

2. Assigning Forms to Checkpoints

  1. From the main page, select your Mobile Form → Assign Checkpoint.
  2. Select one or more Checkpoints → Submit.

The form appears automatically when the Guard scans those Checkpoints.

3. Allow Guards to Submit Forms Without Scanning

  1. Go to Company → Guards.
  2. Edit the Guard → enable Fetch Client List.

The Guard can now open Scan → Mobile Forms in the mobile app and submit forms manually.

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”.

4. Viewing & Editing Submitted Mobile Forms

Submitted forms are managed through the Events Browser.

Locate Submissions

  1. Go to Events Browser.
  2. Select Guard(s) and Date Range.
  3. In Event Type filter, enable the relevant SCAN type.
  4. Check Only show Scans with Mobile Forms.
  5. Click Refresh and open an event (double-click or View Details).

Form Status

  • Completed – form filled in
  • Not Completed – scan done, form skipped
  • Not Available – no form assigned

Click View to open a Completed form.

4.1 Editing a Submitted Form

  1. Open the form via View.
  2. Click Edit.
  3. Modify fields.
  4. Click Save.

Notes

  • Edits overwrite the original submission.
  • Reports/exports show the updated values.

5. Exporting Mobile Forms in Bulk

  1. Apply any filters you need (optional).
  2. If at least one Scan includes a submitted Mobile Form, the Export Mobile Forms option becomes available.
  3. Click Export To → Export Mobile Forms → Excel/PDF.
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