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
Click the Forms tab on the Dashboard Menu and select Templates on the drop down. *Form Templates are not the same as Asset Templates
Select Add New at the top of the Forms Page
Give your form a title. We suggest something specific to the task. *Example: Maintenance Form, Calibration Form, Inspection Form
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.
Saved Forms available for use are listed on the Forms Template Page