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Design and Manage Forms
Forms are essential for capturing structured field data in the iMaintenance mobile application. This chapter covers everything from manually creating and publishing forms to leveraging AI for auto-generation to managing archived forms.
Bulk Upload Forms
Upload multiple forms at once using a pre-defined Excel template to streamline form creation

Title and Copyright
Copyright and Terms of Use page for iMaintenance Configuration.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction
The iMaintenance Configuration Guide is your blueprint for shaping how iMaintenance works in your organization.
Log in to Application
Navigate to the iMaintenance Configuration
Customer Tenant Onboarding with Azure IDP
This chapter provides step-by-step instructions to configure a customer’s Azure Active Directory (Azure AD) for federated Single Sign-On (SSO) with Innovapptive mobile applications. It applies to IT administrators and implementation engineers performing customer onboarding.
Authentication Identity Configuration
This chapter explains how Innovapptive’s mobile applications (such as mWorkOrder, mRounds, and mTag) handle user authentication in a multi-tenant deployment environment. The authentication framework is based on federated Single Sign-On (SSO) and secure token-based session management.
Manage Users & Roles
Maintain Master Data
Configure iMaintenance Core Settings
The Core Settings in iMaintenance define how the product behaves across your entire organization. These settings control fundamental aspects of daily use, such as session timeouts, chat availability, measuring points, auto-timers, AI enablement, issue creation, root cause analysis, attachments, and more.
Integrate External Systems
Manage Maintenance Operations
Review Observations
The Observations module allows supervisors to view and manage issues reported through the iMaintenance mobile app. These issues are typically tied to specific assets and locations within a plant.
Design and Manage Forms
Forms are essential for capturing structured field data in the iMaintenance mobile application. This chapter covers everything from manually creating and publishing forms to leveraging AI for auto-generation to managing archived forms.
- Create and Publish Forms
  Build forms using a visual builder that lets you define pages, sections, questions, and response types. These forms can be tailored to different inspection or reporting scenarios, improving consistency and usability in the field.
- Auto Assign Forms
  Set up rules to automatically assign embedded forms to Work Orders based on criteria such as Equipment, Functional Location, Task List, Maintenance Plan, Order Type, or other attributes.
- Add Measuring Point Section
  The Measuring Points (MP) feature enables form creators to configure a dedicated section for capturing MP readings during the form authoring or publishing stage. This ensures seamless integration with Equipment (EQ) and Functional Location (FLOC) headers, allowing mobile users to view and record relevant MP data directly within the form.
- Use Generative AI to Create Forms
  You can speed up form creation by using AI to either describe the form you need or upload an image/pdf of a physical form.
- Bulk Upload Forms
  Upload multiple forms at once using a pre-defined Excel template to streamline form creation
Set Up Configurations with RACE
Configure Risk Evaluation with the Risk Matrix
Customize Platform Settings
Set Up Notifications
Build Dashboards and Reports

Bulk Upload Forms

Upload multiple forms at once using a pre-defined Excel template to streamline form creation

To bulk upload forms:

Expand Forms and select Embedded Forms.
Click the More icon on the top right corner and select Download Excel Template.
Fill out the Excel sheet.
Click Create New > Upload Excel.
Select and upload the file.