Forms are another way to record asset information. Forms are attachments that are created and customized to store the records of a specific task or process (e.g. Maintenance Form or Annual Quality Inspection). Forms are created with a Form Template. Once a Form Template is created, it can be filled out and pinned to any existing Asset. A log of all forms attached to an asset can be found when viewing a unique asset under the Assets tab. Forms and Jobs are complimentary features; for instance, you can make it someone’s job to attach a form to an asset, in essence requesting them to perform a task and record their work.
Example: Company XYZ has 100 printers in their inventory. Since their printers are in heavy use, they often require maintenance from a member the I.T. team. Bill is in charge of maintenance and has one employee, Steve, to help him fix various equipment. Company XYZ has a standard form that they fill out every time a printer is serviced, It includes the name of the employee performing maintenance, the date it was performed, the cost of any additional parts and notes about the task. Bill creates a Form Template that includes the data elements that need to be captured. Once the template is created, he searches his asset list for the printer that needs servicing. He assigns a Job to Steve, instructing him to attach a form. A notification is sent to Steve on his AssetFactor Dashboard and he fills out and executes the Job from his iOS Mobile App or AssetFactor Desktop when complete.
How to Create a Form
Step 1
Click the Forms tab on the Dashboard Menu and select Templates on the drop down. *Form Templates are not the same as Asset Templates
Step 2
Select Add New at the top of the Forms Page
Step 3
Give your form a title. We suggest something specific to the task. *Example: Maintenance Form, Calibration Form, Inspection Form
Step 4
Use the Template Builder to select the information you want to collect. Operations listed on the left define the type of information being collected (example: date field) Selecting a field allows you to name it ( example: Date Serviced) You can choose whether not this a required to be filled out in order to attach the form and provide any perimeters or helpful text for the user. ( for more information visit our guide on "Template Builder"). Continue this until all the data elements you wish to capture are complete and save.
Step 5
Saved Forms available for use are listed on the Forms Template Page
