Forms are a fantastic way to capture data from the field, These forms are submitted in real-time and allow your company to go paperless. Each form is able to have customisable availability, and visibility and to be made mandatory.
Before diving into forms, it helps to familiarise yourself with the terminology that is used within Traffio.
Terminology
Revisions
Every form contains one or more form revisions. When you edit a form revision, you are using the form builder to put together all of the form's elements and which elements are mandatory for the workers to complete.
Active revisions
Form revisions that are published and active appear in the Traffio mobile app for workers to fill out. A form can only have one active revision at a time.
This mechanism's benefit is that you can keep working on a draft revision and publish and activate it only when you consider it to be ready. Once a form has an active revision and is linked to a booking, the form will be made available to the mobile app, ready to be completed by your workers.
Templates
Templates are pre-built forms provided by Traffio that you can use as a starting point to create your own forms out of. The templates available to give you n idea of how to build a form are: Incident report (injury), Leave Request, Pre-start check (Vehicle), Incident Report ( Vehicle) and an Aftercare form.
Submissions
Any form can have an infinite amount of submissions made against it. When a worker completes a form and submits it to the office, it will appear in the office as a submission for the corresponding form. Each form submission will record the booking information it was submitted for and the longitude and latitude of where it was submitted from.
Elements
Forms are made up of elements. These elements can be used to collect different types of information. These elements are added by using the +Insert button. The firm elements are grouped into three categories based on their purpose in a form.
Display - Elements in this category display information to the worker. There will not be anything for them to fill in. The elements in this category are: Heading, Hyperlinks, Information and Media.
Inputs - These are standard text-based data entry fields. These input elements are Question, Date/Time and Measurement.
Special - Like inputs, but generally not based on text entry. This category includes signature inputs, multiple-choice questions, elements that allow workers to attach photos, risk assessments etc. These elements usually have more complex functionality attached to them.
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