Learning Resources

Use cases:

• Construction. Construction companies looking for a flexible way to manage projects can use BI tools to get better visibility into project details. For example, by analyzing extracted data from checklists and safety reports, you can improve safety response time and detect issues before they occur.
• Energy. Collect real-time metrics from different field spots, export it into a single report and improve project visibility. The data will be summarized across projects and visualized within one place, giving the crew, contractors, office team and stakeholders a better control over the progress.
• Healthcare. Collecting, researching, and reporting on patient data requires flexibility and security. A BI platform is a great option for this. Fluix is HIPAA-compliant as well, making it a great companion that is even easier to use on tablets and smartphones.

Top process your company needs to automate first:

• Document signing. Implementing e-signatures is the first step towards digital transformation across your organization. E-signed documents are more secure and can be approved from anywhere, with post-signature notifications letting you know when the document is ready for further proceeding.
• New hire onboarding. A new employee can fill in new-hire forms and start the onboarding process from their homes. Digital employee files reduce paperwork and let the newcomers dedicate their first day to celebrating the start of a new career journey.
• Requests for approvals. Digital vacation and time-off requests can be sent for approval any time. After submission, they are routed to appropriate managers who digitally approve, decline, or send them back for more information. Budget requests, travel requests, employee exit surveys, etc. have the same management cycle.
• Safety inspections. Inspections are almost always standardized within most businesses. They often involve a checklist-style approach to gathering insight: with answers generally following a Yes/No/Not Applicable/Comment format. That’s why they are perfect for digitizing and switching from paper to mobile forms.
• Training verifications. Conduct your training class and then send out verification forms to attendees to verify that they have attended them. When such forms have eSignatures, it helps avoid tedious tasks like scanning of sign-in sheets and sending by mail.

Why a form builder should be incorporated into automation software:

When you create digital forms in a third-party editor and then import them to your document management tool, different issues may occur:

• Separate subscription plans for creation and export
• Limitations on pages/fields in the form
• Unsupported formats
• Forms aren’t fillable
• Forms can’t be used across all devices
• Editor doesn’t support conditional formulas, and more.

When selecting a form builder, it’s better to give preference to those that are a part of automation software you’ll use for data collection. Even if it offers only basic functionality, you’ll still get a quick start with workflows and task automation.

Benefits of mobile forms in Fluix:

• Collect accurate data fast
• Use list selections, checkboxes, dropdowns to reduce manual entry
• Work in the offline mode to collect data at remote sites
• Pre-fill a form on the desktop and push it to the mobile device for completion
• Store filled forms in a centralized cloud
• Control what submitters have access to forms
• Save money on paper, printing and commute