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Tuesday, July 8, 2014

Forms Overview

Aladtec’s new Forms feature gives customers one more reason to go paperless--creating online forms. Any paperwork that employees need to submit including rig check sheets, incident reports, work orders, etc., can now be submitted and stored electronically in our secure database. Let’s take a look at a few features that will make Forms an important part of your Aladtec system.

  • Easy to use drag and drop form builder
  • Access from desktop, mobile devices, and tablets
  • Endless layout options for flexible form design
  • Notifications via email or text on each submission
  • Reporting tools for analyzing and exporting submissions

Form Configurator

Use the Form Configurator to create new forms, set permissions, and configure notifications.

Form Configurator

Each form has extensive permission and notification settings including the ability to establish who can submit forms, which members receive an email and/or text message on each submission, and who can view and/or modify past submissions.


Form Settings
  











Viewing Submissions

Each submitted form can be viewed individually.

The Form Viewer

















Multiple submissions may be viewed by administrators via Form Reports.  Reports are customizable, filterable, and can be exported to a CSV file.

Form Reports

Example Forms

Below are three form examples built using the Form Configurator. Each of these forms are prebuilt in all Aladtec systems and can be modified to accommodate the unique needs of any service.

Work Order
Track vehicle maintenance requests and automatically notify a maintenance crew when new work orders are available.



Incident Report
Record on-the-job injuries and related employee information.



Rig Check Sheet/Truck Log
Keep daily records of equipment and operating conditions for each vehicle.



And More…
Design any number of custom forms to suit specific needs.

Contact Us

Please contact us with any feedback or questions at support@aladtec.com or (888) 749-5550.

Thanks, and have a great day!

4 comments:

  1. We are getting into using the forms, looking to expand, but...can you work on having "notification" go the the appropriate "Dashboards," instead of having to receive another e-mail or text.

    ReplyDelete
  2. We're are definitely planning to do this in the future.

    ReplyDelete
  3. Is there a way to use forms to update a custom date field for a used? The use case is emergency vehicle recurrent training, or competency we require. The instructor would complete a form for the member and that would update the respective date field in their profile. Another interest is a way to track training attendance (i.e. Training in-service sign in and competency session attendance).

    ReplyDelete
    Replies
    1. Hi Dominick - Fields in the Member Database can not be updated from the submission of a form. One option that might assist, is to have a field in the form alert someone when it is entered. For example, you could have a select list that when "new certification date" is selected, it sends an email to alert the person who updates the database.

      In any event, I appreciate the feedback, and understand how this would be useful.

      Thanks,
      Jim
      888-749-5550

      Delete