FormsTrackR Insights

Never Miss a Step Again

Jul 7, 2024

One of the unique features of FormsTrackR is the ability to not only makes sure that things get done properly, but also that they get done in the correct sequence.  This is not a trivial matter in certain situations.  If you are using paper forms, you have no way to determine if your employees are using them correctly.  Here is an example.

A swimming pool cleaning service wants the technicians to skim leaves, brush the pool, vacuum as needed, empty the skimmer basket, check the filter pressure and perform other cleaning tasks first.  Next, they want them to take a photo of the clean pool to prove that they did the work.  And finally, they are to test the water chemistry and report the various readings.  If a technician is using a paper form and is way behind on his daily schedule, he might forget to test the water.  As the owner of the company, you won’t know that this step was missed until you review the form at the end of the day.

FormsTrackR has a solution – sequential forms and the ability to enforce the completion of each form before the next form can be completed.  In this example, the first form can be designed to automatically record and display the date and time the technician scans the customer’s QR code and the first form is opened.  There is also a hidden GPS location option to make sure the technician is actually in front of the QR code and not scanning a copy of the QR code from the local coffee shop.  Only after the technician checks the completed activities on the first form and takes the photo can he then go to the second form where he will record the water chemistry data.  The date and time can again automatically be recorded to show when this last form and the service call is completed.

If proper sequencing of your workflow activities is important to you, FormsTrackR has you covered.  The ability to automate certain data entries such as physical location, as well as time and date information, demonstrates how digital forms are the building blocks for automated data delivery, reporting and analysis.  Reap the benefits by checking into FormsTrackR.

 

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