Forms are an excellent tool for capturing data from the field. These forms are submitted in real-time, enabling your company to go paperless. Each form can be customized with specific availability settings, visibility options, and the ability to make them mandatory.
Before you start working with forms, it's useful to familiarize yourself with the terminology used within Traffio.
Terminology
Revisions
Each form includes one or more revisions. When you edit a form revision, you use the form builder to assemble the form's elements and specify which ones are mandatory for workers to complete.
Active Revisions
Form revisions that are published and active will appear in the Traffio mobile app, allowing workers to fill them out. A form can only have one active revision at a time. This system allows you to continue working on a draft revision and only publish and activate it when you feel it is ready. Once a form has an active revision and is linked to a booking, it will be made available in the mobile app for workers to complete.
Templates
Templates are pre-designed forms provided by Traffio that serve as a starting point for creating your own custom forms. The available templates to help guide you in building a form include: Incident Report (Injury), Leave Request, Pre-Start Check (Vehicle), Incident Report (Vehicle), and Aftercare Form.
Submissions
A form can have an unlimited number of submissions. When a worker completes a form and submits it to the office, it will appear as a submission for the corresponding form. Each submission will record the booking information it was submitted for, along with the longitude and latitude of the location where it was submitted.
Elements
Forms consist of various elements, each designed to collect different types of information. These elements can be added using the +Insert button. The form elements are organized into three categories based on their purpose within the form.
Display - Elements in this category are designed to display information to the worker, and there will be no fields for them to fill in. The elements in this category include: Heading, Hyperlinks, Information, and Media.
Inputs - These are standard text-based fields used for data entry. The input elements in this category include: Question, Date/Time, and Measurement.
Special - These elements function similarly to inputs but are generally not based on text entry, they typically have more advanced functionality associated with them. The elements in this category include: Checklist, Media Upload, Signature, Risk Assessment, Diary, Multiple Choice and Aftercare