Knowledgebase

Motivity Additional Forms Feature - Explained

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One of the core features of Motivity is its Additional Forms. This provides automatic production of high quality PDF forms, embedded with information captured on smartphones and tablets (i.e. text, sketches, photos, signatures etc)

Companies use this when their engineers have to fill in additional paperwork on site - such as commissioning certificates and inspection reports.

It is also ideal if you are a subcontractor for other companies where they demand you use their own paperwork.

 

This automated process requires a PDF ‘template’ for each form type and needs to contain blank fillable form fields.

Key to this is the naming of the form fields, the type of field and the formatting.

 

Building New Forms

The process involves not only building the PDF form but also producing an electronic version that field staff access and complete in the Motivity handheld apps.

Typically we build electronic versions based on your existing paperwork.

Existing electronic copies of documents (in MS Word, Excel or PDF format) can help speed the process up.

 

Changing Form Content

If you need to make changes to form content  (changing / adding / removing form fields) then just let us know what alterations are required.

We can incorporate the changes into the office based PDF templates and update all handhelds automatically without office or field staff needing to do anything*

 

Making Minor Changes to Form Style Only

Once PDF forms are built there may be an occasional need to change the underlying layout but not the fields.

This could be to change accreditation logos, company branding or even to reposition or resize an existing form field.

Again, we can incorporate the changes into the office based PDF templates and update all handhelds automatically without office or field staff needing to do anything*

You can also make these changes yourself – but please do make us aware you are doing this.

Click here to find out how.

*There are one off charges to build new forms or make large scale alterations to existing forms.  Minor changes are usually carried out free of charge.

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