Mobile Form Template
Mobile Form Template
The form reports module is a module that is used to put forms onto the mobile application.
These reports can be manually started by the user, or you can even make them appear automatically.
Please note that for some form repots to work with vehicle details, you will need to have "Force Vehicle Login" and/or "Force Login" turned on if you are forcing forms to appear on login.
This can be located to Configuration > General > Global Setup.
Initial Setup
In this example, we will look at the initial set up of customised reports and creating rules, so the reports appear automatically when required.
1. Go to Reports > Forms Module > Form Templates, you will see two tabs in this screen, you have "Your Forms" and "System Templates".
2. Now there are two ways to start a form, you can either start from scratch and make your own, or you can use the system templates and then alter from there.
3. This article is using a system template called "Complete Vehicle Checklist".
4. Now to copy system template to your templates, just simply select that "Copy Template" button on the top right and then click on the "Your Forms" and now select the orange colored form available in your forms list as shown below.
The orange color shows that this form is not yet enable but if you have multiple forms which are disable then make sure you select the correct form.
Alteration of Forms
1. To alter this form (Complete Vehicle Checklist), click on this form, the detail of form will display on the right side of the screen as shown below.
2. Now, you will need to go to "Edit Questions" which is located on the bottom side of the form info screen as shown above, the Question List will display as shown below.
3. On question list page, you can see the different questions that are currently set up, you can alter these questions to be whatever you want and provide undertones to select the answer type.
For Example: In the first question of our Vehicle Checklist, it has a vehicle odometer reading, this allows the user to fill out the form to enter the odometer reading in a specific way.
4. You can change this question type, to do so, simply click on the applicable question, the question detail will display as shown below.
5. If you wish to change the question type, simply click on the question type section, list of question type will display, here choose the applicable question and then update the answer accordingly.
6. On Question detail page there are few more options as describe below:
a. Question Number: The question number helps you to reorder the question in the form.
b. Skip Question: It means that the question will be skipped during the normal sequence, to know more refer step 7 and 8.
c. Requires Answer: Means that you have to answer this questions then only you can provide next question answer.
d. Enabled: If this question is enabled then only it will be display on the mobile devices otherwise it will not display.
7. To properly utilise the "Skip Question" setting, you will need to adjust the advanced settings which are located next to the Question Details tab as shown below.
8. Now, click on the Add button, and manually enter the selected answer in the "Selected Answer" field, and then select the question with the help of drop and down button in the "Jump to Question" fielda nd then click on Create button as shown below.
For Example: If the user writes Damaged in the answer to this particular question, they will jump to the next selected question, which is "Brakes - Check if OK".
This can be tricky, you can set this so that if a particular answer is given, you will force the user to jump to a certain question directly.
9. You can also generate an alert if a certain answer is given by using the Generate Alert box below.
Applying The Form
1. So now that you have gone through your form report, adjusted all the questions and the settings inside the questions, you can look at applying the form when appropriate.
Keep in mind that if you make this accessible to all, they can manually select to open the form on their device if required.
2. Now we will apply based on logging in as a vehicle check list is an important first step before leaving the depot, back in the main page of your report you will see the below alterations applicable:
3. The form details are described below:
a. Title: Title name of the form.
b. Description: Description of the form.
c. When to Trigger: When will the form trigger on the vice, currently set to when the driver logs in.
d. Link Report To: Link the response to either the vehicle or user that has been selected on the device.
e Alert Email Address: If you have an alert generation selected in your report, enter the email address you want to send the email alert.
f. Customer Service Ticket Actions: Create Customer service tickets based on actions of answers.
g. Enable Forms: Use toggle to Enable the forms.
4. After these settings have been adjusted you can select the permission groups that this form will be available/applied to. Then you can add data filters to further specify when or who you want the form to apply to.
Additional Information
1. Ensuring all the settings are applied to how you want the form to appear is essential to getting the form to work.
2. If your report isn't appearing, revisit the settings start from the beginning:
a. Is the report available to the permission group trying to access it?
b. Have they already filled out a report today?
c. Are they being forced to login?
d. Is the report linked to a specific user or vehicle?
e. Is the form enabled?
How to Enable the form for One Specific Device
1. If you want only some device to have access to form reports, you can do so.
2. Firstly, you will need to go to Configuration > General > Global Setup, on General Tab go to Add-on Modules (Bottom of page) section and ensure that the Enable Form Reports Module (Driver/Vehicle Checks) toggle is disabled as shown below.
3. Once you disable the toggle, then this has turned the setting off globally, now you can go to Transport > Configuration and Setup > Device List, now click on the applicable device (which you are using), the device info page will display as shown below.
4. Now, scroll down the info page and go to Modules section, here turn ON the Allow Form Reports Module (Driver/Vehicle Checks) setting with the help of toggle button as shown below.
5. Once you enable the toggle, then the specific device will have access to form reports.
Form reports are very handy to ensure the safety of drivers and to also ensure the quality of deliveries, if you have everything set out correctly these forms will assist you and your driver in providing outstanding and safe delivery service.
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