Forms, evidence and reports
17 articles
- Building forms and inspections
Build structured field capture from a blank page, a template, or a description or PDF the AI drafts for you.
- Build and fill an attendance register
A group of rows with a People column and a Signature column, filled a crew at a time with Add people.
- Evidence and the audit trail
Photos, files and history, captured against the record, stored privately, and searchable in one place.
- Verify and export the audit trail
Search the workspace's history, prove nothing has been altered, follow a record's timeline, export a PDF.
- PDF reports: submissions and route completion
Turn a submission or a route into a PDF your client can read, with the verdicts, photos and your logo on it.
- Reviewing submissions and AI review
Approve, reject or send back submissions, with AI review findings and integrity checks behind your judgement.
- Scheduling and filling in forms
Assign a form to someone, or schedule checks that roll forward when done. Workers fill forms from Capture, with drafts and offline sending.
- Job evidence and completion requirements
Find a job's photos and files, see uploads waiting on a phone, and require evidence before work is done.
- Confidential forms and reviewer fields
Control who can submit, read, correct and export a form, and keep reviewer notes apart from the answers.
- Filling form fields from the job
Set up forms that start with the job's title, client, site, schedule or custom fields already filled in.
- Forms that attach to more than one record
One form can sit on a job and a vehicle, or a vehicle and a site, and show on each of them.
- Sharing forms and documents outside your workspace
Send forms and documents in a share pack, choose who can open it, and keep the returned work with its record.
- Pack templates, reminders and returned records
Reuse a pack, add people, follow up unfinished work and download each person's returned forms and signatures.
- Completing a shared pack
Open a pack sent to you, enter its access code, fill in its forms, read or sign its documents and do any induction.
- Saving and resuming form drafts
Find unfinished forms on your device, pick up where you stopped, tell a draft from a capture to send, and put right a refused form.
- Manage forms and templates
Find, retire, delete and reuse forms, and work from the Templates tab without creating clutter.
- Stamped photos from Maliru's camera
Burn the date, time, place, record and your logo into photos taken for a form or as evidence, and keep a copy on the phone.