Digital Form & Document Management for the Construction Industry
RedSky’s digital Form module allows construction businesses to capture information digitally in the field – offline. Simply input your data and let the Form module do the rest. The next time RedSky (Summit) connects to the internet, data is synced to the database. Create custom digital forms to meet the unique needs of your construction business and make the switch from paper to digital with RedSky’s construction management software solutions.
Shown below are some examples of RedSky (Summit) Forms that have been developed by RedSky customers.
Customizable Construction Management Forms
Using the RedSky (Summit) Forms designer, you can digitise pre-existing forms by scanning a master document into the system and then adding fields of information to it. This approach saves a huge amount of time and eliminates the need for your team to create new designs for the digital form. Since the new digital form has the same layout as your paper-based version and users are familiar with it, more of your team will be ready to adopt the new method.
The form is very versatile and offers a range of field types, including text, numbers, date (with the assistance of Date Picker), tick box, and signature. On an employee data form, for example, typical fields would include ‘Name’, ‘Address’, ‘Nationality’, ‘Home telephone number’ and ‘Emergency contact details’.
The image below shows an Incident Report Form being designed.
The beauty of Summit Forms is that it means you only do the job once – and there’s no physical paperwork and no need to rekey.
The data from each field is automatically inserted onto a RedSky (Summit) Business Analytics grid. Once the form has been completed, all the fields will become columns of data, stored securely on the system, ready for you to manipulate. You can format the information however you like. Many users display the data as a chart or graph.
The forms can be completed online (in this case, the data is instantly available across the system) or offline on mobile devices (when offline, the data will be uploaded to the system as soon as connectivity is restored).
RedSky customers love that digital forms remove the need for physical paperwork (and the costly storage of physical documents). It’s all electronic and the data can be retrieved easily for your company’s usage. You can run enquiries on information, as shown in the screenshot below, and you can even set up your forms to go through an authorising workflow, which ensures the information has been verified.
You can run enquiries on the information – the screenshot below highlights missing dates for the issue of PPE.
You can also set up your forms so that they are subject to an authorising workflow.
Key benefits of RedSky’s Digital Forms:
- Familiarity – Because your existing document serves as the basis for your form, users will recognise the layout and there’s no need to change the way your team works
- Single central source – the template for each form is available online to anyone with the necessary permission, so you can always be confident that users are working on the latest version of every document
- Easy to complete – the form validates each user entry by field type, which reduces the risk of error
- Clarity – the information entered on the form is legible
- Online or offline use – the forms can be completed online or offline on a mobile device, and will be uploaded when connectivity is available
- Secure – the information is saved directly to the Summit database
- Accessible – the data can be accessed in Summit at any time
- Management information – using Business Analytics, you can traffic-light, filter, and format the data to meet your needs. You can also incorporate Form enquiries as part of your dashboards
Speak to one of our specialists today!
