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Author & Assign Forms for Inspections
This section provides information on how to create forms for inspections and assign it to inspectors.
How to author, schedule and assign forms
Form Authors can create forms with multiple questions for asset inspections and publish them. Once published, the forms can be assigned to technicians depending on their availability.
Pointers for creating an effective form

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
What is the mInspections application
mRounds helps form authors to create forms and helps technicians to inspect an equipment, record asset data, and submit scheduled forms with Form Authors.
Use mInspections to Conduct Inspections
This section provides overview of the mInspections application on how to use mInspections mobile application to conduct inspections and record data
Author & Assign Forms for Inspections
This section provides information on how to create forms for inspections and assign it to inspectors.
- How to log into Web Application
  Open the application using the URL and login with your User ID and Password.
- Overview of the Forms Web Application
  Forms Authoring application’s features are organized under four sections. They are:
- How to author, schedule and assign forms
  Form Authors can create forms with multiple questions for asset inspections and publish them. Once published, the forms can be assigned to technicians depending on their availability.
  - Pointers for creating an effective form
    - Read Only Field
      Read Only field response type is used in asset inspections to display important information and prevent accidental changes to critical data. This response type is disabled to edit. For example, Temperature threshold on a refrigeration unit.
    - Text Answer
      Text Answer questions are a great way to capture answers or responses to open-ended questions, such as comments or descriptions of observations. Capture text responses, either in short answer form or in a paragraph for more details.
    - Scan
      Scan response type helps to minimize human error when capturing information and save time with accurate and quick data entry. Add questions to your templates and let users scan bar-codes/QR codes using scanners when answering inspection questions.
    - Hyperlink
      Hyperlink response type helps to add links to refer additional information of an asset.
    - Signature
      Signature response type is used to add signature of the responsible person who is performing certain inspections or tasks. For example, a technician.
    - Slider
      Slider response type is used to add values range. For example, readings range, price range, measurement range, etc.
    - Date Range
      Date Range response type is used to add date range of particular action or item. For example, inspection date range.
    - Instructions
      Instructions response type is used to provide instructions to the technicians to ensure that equipment is properly maintained, and operated, while also promoting safety and preventing damage to the equipment. For example, Safety instructions may be provided to ensure that inspections are performed safely and that personnel are protected from hazard.
    - Number
      Number response type is used to add numbering inputs. For example, readings, measurements, etc.
    - Date and Time
      Date and Time response type is used to add date and time. For example, inspection date and time.
    - Check box
      Check box response type is used to add list of items. For example, checklist, list of tasks or actions, etc.
    - Photo
      Photo response type is used to add attachments for better visibility of the responses with proofs. You can add attachments like images.
    - Geo Location
      Geo Location response type is used to add equipment or asset location. For example, machine location.
    - Multiple Choice
      Multiple Choice response type presents pre-determined options, allowing the user to select a response without the need for open-ended input.
    - Conditional Logic
      Conditional logic changes how your online form behaves based on specific user actions. It allows you to dynamically customize the form experience based on your respondents’ answers.
  - Author forms and publish
    As a form author, you create forms with pages, sections, and questions within sections, and publish them. Mobile application users or technicians use the published forms while conducting inspections to fill data and submit them based on the use case.
  - Schedule forms and assign them to technicians
  - Create inspection forms from templates
- How to view Forms status
  Form Authors can closely monitor progress of inspections by viewing the status of scheduled forms.
- How to view forms and form details
  You can view forms list and form details from the Forms tab in the Scheduler section
- How to view issues and actions
  As a Form Author, you can view all the open issues and actions created by the technicians from the mInspections application while having inspections and filling the data, in the Observations dashboard.
- How to create ERP Notification against an asset
  Create Notification for equipment or functional location while doing inspections. The Notification triggers in the backend SAP system with a notification number.
- How to archive, restore, and delete forms
  As a Form Author, you can archive forms when they are no longer required for asset inspection and also restore archived forms and delete forms.
- How to search and filter forms, inspections and templates
  Search and filters are powerful options for finding information quickly, easily, and accurately. They help you to get the information you need with minimal effort.
How to add Master Data
Use the Master Configuration module to add master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.
How to onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
How to onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Pointers for creating an effective form

A well-thought-out and structured form gives your field technicians the context and helps them complete their work quickly, correctly, and efficiently. Design your form comprehensively to:

capture all the required information about the assets
make it simpler to do inspections in an orderly manner
enhance the field user experience

Follow the below pointers to create an effective form:

Pages and Sections

Sections are groups of questions bunched together and pages may be either one or a group of sections. This logical organization of questions helps users to progress through inspections quickly.

Structure forms using the following hierarchy:

Pages
Add pages to navigate quickly to the next page in the mobile application.
Sections
Add sections inside each page to group relevant questions together.
Questions
Add logical questions under each section with different response types along with the required conditional logic. You can also import the questions.
Standard Response Types
Standard response types are predefined formats that help capture asset inspection data consistently and efficiently. Standard Response Types are categorized into Responses and Picklist. The following Standard Response Types are supported: