2iB – Inspection Software Solution
Capture Form Builder
An intuitive and generously featured inspection app and checklist form builder.
Digitise your paper forms and begin your transformation to a digital future today.
Form Template Creation Steps
1
Create Category
Use categories to manage templates across multiple, companies, locations, projects and departments I.E. Plant, Safety etc
2
Create Form Template
Create, replicate or import templates with a rich set of options including menu and group visibility, form metrics and attachment settings.
3
Create Form Sections
Create sections to enhance form and question navigation. Use conditional visibility, notices and recurring options in section settings.
4
Create Questions
Create or import questions in sections you have created, assign each question an answer type and answer set. If required create custom answer sets.
5
Question Parameters
Customise questions with a rich set of optional settings including conditional visibility, notices, alerts, analytics, validation and many more.
6
Publish Template
When completed run automated system checks to identify errors and publish the form template to draft for user testing or final status.
Convert your paper inspection and checklists into digital forms in minutes.
Form Creation Step Detail
1
Form Categories
The 2iB Capture form template serves as a framework for digital forms, featuring a structured layout with designated fields. This guides users in maintaining consistent data input, playing a crucial role in organised data collection, reporting, and analytics, particularly in inspections. Their significance is evident in time savings and ensuring consistency. Our flexible templates enable customisation to specific industry, regulatory, or internal standards. In summary, they simplify inspection document creation, contributing to an efficient process for data collection, assessment, and record-keeping.
2
Form Templates
The 2iB Capture form template serves as a framework for digital forms, featuring a structured layout with designated fields. This guides users in maintaining consistent data input, playing a crucial role in organised data collection, reporting, and analytics, particularly in inspections. Their significance is evident in time savings and ensuring consistency. Our flexible templates enable customisation to specific industry, regulatory, or internal standards. In summary, they simplify inspection document creation, contributing to an efficient process for data collection, assessment, and record-keeping.
3
Form Sections
The 2iB Capture form section feature empowers form administrators to effortlessly organise form questions. It visually separates content within inspection forms or audits, allowing users to open or close sections as they complete forms. For added clarity, administrators can include Notices, Subtitles, and Additional Information in each section. Sections can also be linked to specific answers or set as “Office Use Only,” staying hidden during submission but becoming visible in processing. This feature enhances both form processing and the user experience, making inspection forms and audits more efficient and user-friendly.
4
Form Question
The 2iB Capture form section feature empowers form administrators to effortlessly organise form questions. It visually separates content within inspection forms or audits, allowing users to open or close sections as they complete forms. For added clarity, administrators can include Notices, Subtitles, and Additional Information in each section. Sections can also be linked to specific answers or set as “Office Use Only,” staying hidden during submission but becoming visible in processing. This feature enhances both form processing and the user experience, making inspection forms and audits more efficient and user-friendly.
5
Question Parameters
Answer Types:
Users can respond to questions with different answer types, including Text, Numeric, or making selections from a list, presented as either Radiobuttons or Dropdown List Boxes (Combos).
Answer Sets:
In instances where answers are chosen from a list, known as an Answer Set, two types are available:
Shared Answer Set: Utilised across multiple templates.
Local Answer Set: Restricted for use in a single template.
Notices:
Questions and Sections can include Notices, presenting additional information when tapped or clicked. This feature is versatile, offering the option to provide detailed instructions or safety information, enriching the user experience.
Alerts:
The feature incorporates Alerts, delivering immediate user messages based on specific question responses. As users fill out a form, a popup message appears in response to a particular answer, enhancing real-time interaction.
6
Publish Template
Checking and publishing your Form Templates is the final step for quality assurance. Utilise the ‘Check’ button in the toolbar to review the form for potential issues before proceeding. Once satisfied, pressing the ‘Publish’ button finalises the process, making the form template visible and ready for user submission. This ensures a controlled and error-free release of Form Templates in the 2iB platform, accessible for users to view, use, and submit forms via the 2iB Connect Mobile App or 2iB OS. When creating a new form template, its details and structure remain hidden until explicitly published, and changes made in the template editor do not take immediate effect.
Embark on your digital transformation journey and digitise your workplace forms today.
Capture Form Builder.
- Hazard Identification
- Site Safety Inspection
- Workplace Inspection
- Safety Observation
- Electrical Safety Check
- Building Inspection
- Vehicle Prestart Inspection
- Asset Inspection
- Workshop Inspection
- Warehouse Inspection
- Washpad Inspection
- Office Inspection
- Lift Equipment Inspection
- Fire Risk Assessment
- Toolbox Meeting Report
- Take Five Safety Checklist
- Ladder Inspection
- Elevated Platform Inspection
- Critical Risk Inspection
- Zero Harm Observation
- Mine Magazine Audit
- Plant Inspection
- Electrical Panel Inspection
- Equipment Breakdown Record
Form Answer Sets
Answer Sets
Answer set options include plain and graphical radio buttons, list boxes, free text fields, numeric, dates and times. Styling options for answer sets and table data include colour and icon selection for easy recognition of status and issues.
Create custom answer sets or share common sets across your forms, if you are already using the Rapid Platform for application delivery access these data tables. I.E project name, personnel name or equipment names.
Inspection Scheduling
Schedule Configuration
Configure, Create and manage scheduled inspection submissions with our easy to use configurator:
- Create template submission schedules.
- Set start date.
- Set submission frequency.
- Set schedule expiry.
- Automatically allocate submissions.
- Allocate to individual users or groups
- Set group or individual submission completion criteria.
Metrics & Analytics
Metrics
The Form Builder is equipped with Metrics, a powerful tool for in-depth data analysis. This feature allows for the calculation of measures, facilitating comparisons and trend assessments. In practical terms, it means you can create and evaluate scores associated with responses and answer sets on your forms.
Measuring performance is crucial for continuous improvement, especially in discerning between major and minor faults during inspections. With the Form Builder, you have the flexibility to create unlimited metrics and assign multiple metrics to a single form. For instance, you can simultaneously assess major and minor faults, providing a comprehensive understanding of performance during inspections.
System Reports
Reports
Standard reports are available for completed inspections for manual and automated distribution.
Reports can be used to communicate information to personnel without access to the system including management and clients .
Distribution
Automatically generate and share reports directly to your team or clients. Generate your reports in PDF, HTML formats and easily export data with CSV as required.
User Alert Feature
Alerts are a powerful mechanism that provides users immediate feedback in response to a answer that they selected during the completion of a inspection, audit, checklist form.
Alerts are applied to questions using criteria options in the form builder, when the criteria is true a popup message will be immediately displayed to the user and provide guidance on want next action the take:
- Stop and take the following action.
- Contact your supervisor.
- Attempt a different sequence.
- Record a maintenance defect
- Advise others of immediate hazard.
An array of selectable are available to distinguished the alert importance.
User Notice Feature
Notices are a mechanism to communicate detailed information to users conducting field activities. Notices are available in sections and questions to communicate information regarding:
- Hazards.
- Task instructions.
- Tool tips.
- Test sequences
- Required tools
- Calibration settings
- Tolerances
Notices are highly customisable with an array of standard platform icons to select from to distinguished each notice type.
Frequently Asked Questions
What Is the Capture Form Builder
The Capture application is used to create and manage digital forms, the intutitive form builder is used to create and manage form templates, answer sets and metrics.
Can I import Word, PDF Excel forms?
You can import csv templates directly into Capture form builder. The importing of MS word and pdf documents is not supported.
Are there a limit for the number of templates used.
There is no limit to the number of forms or templates that can be created there is a storage data limit of 10GB for the standard subscription. an additional data is available at a nominal value.
Is there a limit for the number of answer sets used.
There is no limit to the number of answer sets that can be created with the form builder. You can create custom answer sets that are applicable for a single form, standard or common answer sets that are used across all forms.
Can i apply multiple metrics to a form template.
Yes the ability to track more than one metric on a form is essential. Using multiple metrics allow you to trend multiple data points from Submitted forms. An equipment prestart form has a number of inspection questions with different risk profiles, these questions can be assigned a high, medium and of low risk metric so you can trend and analysis these three metrics separately.
What answer types are available in Capture.
List below are the available as selections of answer types that can be assigned to questions:
- Text
- Textarea
- Textarea/Combobox
- Numeric
- Combobox
- Radiobutton
- Checkbox
- Date
- Date & Time
- Time
- Comboboxenum
- Radiobuttonenum
This rich list should accomodate the majority of capture forms, more types are available on the platform via Rapid Studio.
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