Add a Form

Introduction

Forms capture all of the questions and responses that your users will fill out when using InspectAll. Those reponses are used to generate your reports. Forms are created in the form builder, and are organized by category and class to make them easy to find. Adding forms to your folders is a fast and easy way to organize and/or assign jobs.

Forms can be setup to capture the following information:

  • Single and Multiple Choice Selections
  • Text, Date, and Number Values
  • Images & Annotations
  • Barcodes and QR Codes
  • Signatures
  • Sketches
  • Lists
  • Tables

Forms can be enhanced by adding the following:

  • Form Instructions
  • Default Answers
  • Comments, Resources, and Files
  • Formulas
  • Scores

Add a Form

Mobile Instructions

  1. Tap the folder where you want to add the form.
  2. Tap + in the top right of the screen.
  3. Fill in the New Form details (* indicates a required field).
    • Form Type: Select the Form Type that you'd like to add.
    • If applicable: Create New Asset or select Existing Asset(s).
    • Location: Select the Location in which form will be completed.
    • Area: Select the Area in which form will be completed.
    • Additional Notes: Add any additional notes to display them on the Form.
  4. Tap Done.

Add a Form Mobile

Web Instructions

  1. Click Folders in the main menu.
  2. Click the folder you want to add the form to.
  3. Click Add Form.
  4. Choose to Pick Forms or Pick Some Assets to get started.
  5. Follow the steps to Create Form(s) or Cancel.

Add a Form

After you've selected to Pick Forms or Pick Some Assets you'll be presented with options to add multiple forms at one time. Always remember to select the appropriate Forms based on the Class of Forms that you select or the Assets that you choose.

Adding multiple Forms at one time is easy - so be sure to take your time and follow the prompts.

Copy a Form

Mobile Instructions (Apple)

  1. Tap the folder where you want to add the form.
  2. Tap the "copy" icon in the top left of the form.

3. Select "Copy to Same Asset" to get another blank copy of the existing form, tied to the same asset.

Select "Copy to New Asset" to copy BOTH the form and the ASSET to a new unique asset.

4. Enter the number of copies you want to make in the next screen and then click "Done".

Copy a Form

Mobile Instructions (Android)

  1. Tap the folder where you want to add the form.
  2. Tap and HOLD on the asset or form you want to copy until the line item turns red. Then select "Copy" at the top.

Note:  Android devices currently only allow one copy to be made at a time.

Copy a Form

Website Instructions

  1. Go into the folder where you want to copy the form
  2. Tap the "copy" icon beside the form

3.  Select "Copy to Same Asset" to get another blank copy of the existing form, tied to the same asset.

Select "Copy to New Asset" to copy BOTH the form and the ASSET to a new unique asset.

4. Enter the number of copies you want to make in the next screen and then click "Copy Form".

Still need help? Contact Us Contact Us