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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.
Create inspection forms from templates
Create form using template

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
  - 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
    - Create form templates
      A quick way to create a form, is to click Save as Template option while create a form. For more information, see topics/create_form.html to create a template.
    - Create form using template
    - Edit form templates
      As a Form Author, you can edit form templates to meet the new requirements of asset inspection. As part of editing a form template, you can change the name of the form, description, asset details for which you want to create a form. You can also edit, drag drop, copy, and delete pages, sections, and questions. The Form Author must save the form templates after editing.
- 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.

Create form using template

To create a form using form template:

Click Create New in the My Forms screen.
Select Choose From Template.

Search for the template or filter the list by Plant and Asset.
In the Select Template window, select the required template.

Figure 1. Select Template
Update the details like Form Name, Description, Plant, and Tags and click Save & Next.

Pages, sections, and tasks that are part of the template are displayed.
Edit the questions, import additional questions to draft the form.
Click Next and configure the PDF.
Click Publish.
The form is published.