The Forms module provides you with a great way to digitise paper-based forms.
As you can see from examples shown below, you can create whichever Summit forms you need to meet the unique needs of your business. Summit forms allows data to be captured in the field – offline. Once the data has been capture at source, Summit is updated when the operative next conects to the internet.
Shown below are some examples of Summit Forms that have been developed by RedSky customers.
Using the 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. Introducing this approach can save a huge amount of time: there’s no need for design time because you’re effectively using the existing form and digitising it. What’s more, because the digitised form has the same layout as the paper-based version, users are already very familiar with it, which results in increased end-user adoption.
A range of field types is available, 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 do the job once only – there’s no physical paperwork and no need to rekey.
The data from each field is automatically inserted onto a Summit Business Analytics grid. Once the form has been completed, all the fields will have become columns of data, stored securely on the system, ready for you to manipulate. You can format the information however you like – as a chart or a graph, for example.
The forms can be completed online (in which case the data is instantly available across the system) or offline on mobile devices (ready for the data to be uploaded to the system as soon as connectivity is restored).
There’s no physical paperwork (or costly storage of physical documents) involved. It’s all electronic and the data can be retrieved easily.
You can run enquiries on the information – the sceenshot 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.
Find out more about Form & Workflow or any of RedSky’s construction-specific software solutions.