Mobile Forms Knowledge Base

Reporting

Data collected with mobile forms can be automatically retrieved into datasets and used for further analysis. Applying the corresponding filters helps extract data from certain fields allowing for a focus on critical info:

  • Analyze big volumes of info
  • Get actionable insights from raw data
  • Identify trends and obstacles
  • Identify repetitive incident factors
  • Identify areas for productivity improvement
  • Communicate the progress to all stakeholders

In addition to datasets, Fluix integrates with many business intelligence platforms. You can export the collected data there and organize it into charts, diagrams and tables for visualization and analysis.

Benefits of integrations with BI tools:

  • Data synchronization. Sync data captured with mobile forms without manual entry or multiple imports.
  • Automatic updates. Your report is automatically updated with data after each submission in Fluix.
  • Convenient visualization. Organize data in a spreadsheet format for quick review and share insights with your team.
  • Filters. Add a filter for any column or row to sync only the data you need.
  • Enhanced reporting. Move faster with data analysis.
  • Files as attachments. You can export whole forms as attachments and use them across tasks and workflows.

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.

Integrations for Business Intelligence

How to build a dataset in Fluix

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Workflows

Automated workflows help manage different business processes, from employee onboarding to quality control. You can handle any task through the management lifecycle: assign forms for completion and signing, watch over the progress, distribute data, create reports, etc.

Use cases:

  • Work order
  • Jobsite inspection
  • Preventive maintenance
  • Risk assessment
  • Quality control
  • Audit & compliance
  • Employee management

Benefits of workflows:

  • Automate repetitive tasks
  • Accelerate data collection
  • Automatically notify users about new tasks
  • Visualize a task flow
  • Watch over the progress
  • Generate performance reporting

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.

Workflow samples:

How to create a workflow in Fluix

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Form Builder

Companies that collect a lot of data and manage different document types need to create many mobile business forms.

Using a professional form builder, you can recreate your paper-based documents – contacts, checklists, agreements, etc. – as fillable forms and use them for automated data collection.

Features to look for in a form builder:

  • No code development. Pick a form creator that enables every user, be it a project manager or account admin, to build a form, edit it, and put it into work without coding skills.
  • Intuitive interface. Logically arranged elements, clear button names, structured toolbars and tool menu, consistent controls sizes and colors, no disruptive text is equally important for productive work with forms.
  • Pre-made templates. A template library will give you a quick start with forms, and will help manage processes that need to be addressed quickly.
  • Support of conditional formulas. Conditional fields automate data calculation and reduce manual entry.
  • Data export. Make sure forms you build in the form creator are fillable and can be integrated with tools for data processing and analysis.

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 the Fluix Form Builder:

No-code interface

Template library

Centralized cloud storage

PDF and web format

Editing of the existing forms

Protection with a password

Unlimited pages & fields in the form

Builder & workflows within one system

How to create a form in the Fluix Form Builder

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Form Filling

Fillable mobile forms are used to automatically collect data. You can complete them fast on a mobile device like an iPad or Android tablet, and instantly deploy to your team, office or stakeholders.

You can open forms from anywhere, edit both online and offline, and assign them to users. The completed docs are stored in a centralized cloud storage, preventing data damage or loss.

Mobile data capture replaces physical paperwork. It helps improve performance for many companies that manage numerous documents, field reports, safety inspections, maintenance checklists, logbooks, agreements, etc.

Use cases:

  • Work order
  • Jobsite inspection
  • Preventive maintenance
  • Risk assessment
  • Quality control
  • Audit & compliance
  • Employee management

Industries:

  • Construction & engineering
  • Road & bridge construction
  • HVAC
  • Remodeling & renovation
  • Energy
  • Aviation
  • Marine & shipbuilding
  • Logistics & transportation
  • Healthcare

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

Supported fields and data formats:

How to fill in a form in Fluix

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