Each new Form is created with an index or Form ID, which is the form number within the list of forms for a Template. The Form ID is incremented automatically and can be edited if the option "Allow Editing Form ID" is checked.

Upvise allows sequening of forms by form ID + user prefix. Sequencing by user prefix will allow you to maintain unique form id’s whilst using Upvise, particularly when your device is not within mobile service. Upvise functions on a disconnected model to allow user’s flexibility out on the field in low mobile service areas. Whilst your mobile is out of range, Upvise allows you to capture data throughout the day to minimise operational impact. The data then syncs back to the cloud once you are back in an area of service.

Turn sequencing by user prefix on in form options.

You can edit form templates by navigating to forms, templates. Templates are organised by the Groups that have been set up in Form Options.

To create a new Template, click the + icon in the top menu and provide a name for the template.

Next, you are presented with a screen where you can add several types of information, beginning with Fields. Each field type has several options which will prompt for information from the person filling out the form. Most will require a Label, Position, Default Value, and the ability to execute Javascript code when a field is changed. You can also make certain answers mandatory or hidden.

Configure the form, the name, control where the form will be Linked to in the Template info tab.

• Use the Form field type reference guide when building your form templates.

• Reference the template field screen to guide the behaviour of the form fields

Field Types:

Question - this can be any sort of yes/no/n/a question.

Combo Box - this field type can be set to a specified list of options or based on several data types in Upvise such as , , , etc.

Text Box - this expects a certain string of text to be entered as the response.

Date Box - this expects a date to be provided.

Photo - this allows a photo to be attached to the form directly from the user’s camera or library (depending on permissions).

Button - a button for the specified application is provided.

Label - this displays the label text, useful for organising your form.

Check Box - provides a box that can be checked by the user, and executes the given Javascript code.

Section - creates a section for organisation of the form

Formula - you can provide a Javascript code to perform a calculation.

Signature - a signature field is added to the form, useful for when sign-offs are required.

The Forms app includes built-in management of Punch Items:

1. Edit the Template Properties in the Forms web app, and check 'has Punch Items'.

2. Add a Question field of type 'Yes - Punch - N/A' to the Form template. Example: Label="Is this issue fixed?", Options="1:Yes|P:Punch|2:N/A"

3. When a user fills in the Form and answers the Question, he has the option to tap 'Punch' if the issue is not fixed. This will automatically create a Punch Item and open a screen where the user can fill in details like: Location, planned Rectification date, owner and description, and attach a Photo.

4. The list of Punch items related to a Form appears in the Punch Items tab in the Form view screen. Close Punch items when the task has been performed.

5. In the Forms web app, a list of all Punch Items created from answering Questions in Forms is accessible from the left pane. Manage Overdue items and view Closed items.

The dashboard can be used to see a visual indicator for all Forms based on status, Staff, and even a Risk Matrix.

Clicking on a chart segment can drill in to the detail of the selected item. For example, clicking on one of the bars in the Overview tab will take you to the Calendar view for that date range.

It is best practice to teach users to create forms from the linking point in the form. For example, Daily Diary forms linked to a Projects, navigate to the project the create the form by clicking the + icon and selecting the form “Daily Diary”

You can delete the form by clicking the Bin icon or save it using the Checkmark.