Create a Checklist
To create a checklist, form, or emergency procedure, click the Forms button on your dashboard. Click the Add Form button under the Add Form header and the Add Form page will load.
Start by filling out the Name of the form. Next select the folder in which it will be placed. If you haven’t yet created any folders it will go into the Default Forms folder. You can create custom folders and rename any folder later.
Completed forms have the option of being saved to your account, which is recommended, or emailed to any addredd. If you elect not to save a form to your account or provide an email address where it is to be sent, the form will be not saved.
Click the Add Form button, then the Add Question button.
The Page Builder will appear as shown. Notice that this editor has question text area on the left where text can be formatted and previewed. Images can be added to the question text area to add clarity to any statement. The right side of the page editor has check boxes which allow pages to react differently.
Below is a description of the various types of pages which can be created.
Create an Information Page
An information page provides only text on the mobile app which can be read or spoken to the user via the text to voice option on the app.
To create an information page type the text in the question text area of the page editor and do not check any of the check boxes on the right..
Create an Comment Page
A Comment Page is any page where the app user is prompted to speak into the mobile device and the speech is converted to text and placed on the mobile app screen.
To create a Comment Page, type the question text on the left, and click the Comment checkbox on the right.
The Mobilist app will read the text. Clicking the blue Comment button displays a Capture Your Answer screen, after speaking into the mobile device, the Done button is clicked.
The last screen shows the answer converted to text. If the answer needs to be changed, the user can click the Change button. If the answer is correct the user clicks the Next button to go to the next page of the checklist.
Create a Photo Page
If a photo is required on a checklist, type in the text area “Take a photo of the car”, then click the Photo checkbox on the right.
The user’s page will look like the pictures at the right. The text to voice will say “Take a photo of the car”. Click the blue Take Picture button, take a photo, click the Use Photo button. The photo will show on the next page. If the user wants to delete and take another photo, the user clicks the Change button. If the photo is ok, the user clicks the Next button to go to the next page of the checklist.
Create a Barcode Page
The app page will look like the following. Click the blue Scan Barcode button, focus the camera on the barcode. When acquired, the app will go to the next page where the barcode is displayed. If incorrect, click the Change button and repeat the process.
Create Quick Answer Page
If you want the mobile app to present only specific responses, this is done by placing them in the Custom Buttons area.
The mobile app page is shown on the right. The first page provides specific buttons, clicking the 7 foot button moves the app to the next page where the 7′ is shown.
Notice that after selection, the user is allowed to change the entry by clicking the Change button.
Create Multiple Comment, Photo, and Barcode Pages
Repeat pages can be made by checking the Multiple Answers and Comment Button check box.
The mobile app will appear as shown at the right. The question is asked with a Comment button to allow a verbal response. Click the Comment button, provide a comment, click the Done button and the page will add you comment as text.
From this page there are three options, a Change button to change your response, a Provide Another button to record a second response, and a Next button.
In this case the Provide Another button was chosen and another response was provided. Again the same three buttons are provided. Any number of separate can be given and recorded by clicking the Provide Another button.
When finished, click the Next button to move to another page.
Change the Order of Pages
To change the order of form pages, grab the double arrows on the upper left and drag the page to another position. If you only want to move the page one up or one down, click the large up or down arrow.
Other Controls
The Preview button allows previewing the text and photos added to the Text area of the Page Editor.
The Remove Question button removes the single page.
The Add Question button adds another page editor for an additional page.
The bottom of the Forms page show the following buttons:
The Save Changes button saves the entire form and takes you back to the start of the Forms section of the dashboard.
The Cancel button cancels any changes made to the form and takes you back to the Forms section of the dashboard.|
The Deactivate button prevents the form from being shown on Team Member mobile devices, but allows for later activation.
The Delete button deletes the entire form permanently.
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