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When filling out a form or task, the top of the form or task shows the following information:
Name | Description |
---|---|
Sections | The number of sections. Tap this number to open a slide-out panel of sections that you can navigate to without scrolling. |
Questions | The total number of questions. |
Answered | The number of questions answered. |
Exceptions | The number of answers flagged as exceptions. Tap this number to open a slide-out panel of questions answered with exceptions. You can go to those questions by tapping them in the panel. |
The information icon is next to the header numbers. When you tap it, a slide-out panel opens that provides more information about this event. Task functions the same way.
In the example below, there are 1 od 11 questions answered on this event.
The slide-out also provides you with the project and organization information, category, event date, status, reporter, event title, start date, module, and version. To close the slide-out, tap the
Close icon at the top right of the page.
Using tasks will follow the same process.
Mandatory questions on an event or task are denoted with an asterisk (*). Sometimes, the Information icon provides more information, such as cautions or general information, to help you complete the event or task.
You can use voice dictation in the Completions mobile application. Tap the microphone on the keyboard and speak.
The dictation will be transferred to the area you selected, making it convenient to fill out the event or task without the keypad.
You can copy sections of a form or task when the template sections have been set up to allow it. If the copy option is enabled, you can use the Copy section button in the section header to copy the section below the current section.
You can also tap the Remove icon to remove a copied section.
Your event or task might include a field to indicate the date and time and lets you collect the date and time together or separately.
Select a date field. Select the date you want, which is then displayed in the date field.
The Time question defaults to the time at your current location. Choose from presented times or input your own time in AM or PM for your selection.
Choice questions are used for options like yes/no, pass/fail, and accept/reject. They use a radio button or icon.
Text questions are areas in the event or task that capture free text in short (250 characters) or long form (4,000 characters). For example, this can be used for descriptions, short descriptions, explanations, names of subcontractors, and locations. In the short or long text fields, you can type or use the microphone to dictate.
A people picker question is available to use to select those users that have access to the module at the organization level in which the event or task is being performed against.
To access the names, begin typing the name or select the People Picker icon. Depending on how the administrator sets up the question, you can select multiple users or none, and the list of users can include only users with Completions roles or all users in the project. A new page is shown with the names of users. Select the name and it appears in the indicated field on the event or task.
Depending on how the question is set up, the selected user can receive an email notification.
The Completions mobile application lets you take photographs and annotate the areas of focus while filling out the event or task. Select Attach photos to add photos to the form or task. After tapping attach photos, it will open a page from which you can select an option from the Photo Library or Take Photo using your device.
For example, you might attach location photos of buildings or objects, or a picture of a letter or certification.
After the picture is taken, you can edit the photo by selecting the Edit button at the top right of the page. This opens editing and annotation options. There are colors, widths, and text options available. A time stamp is added when edits are made, and the stamp can be moved around the screen for optimal viewing. You can also edit the name of the image file to be more meaningful than the default name given by your device.
Before the image is saved, the undo icon in the menu bar above can remove edits.
When finished, tap the disc icon to save and return to the event or task page. You will see the included photo attachment links. If you want to view a photo, tap the attachment link to open it. If you want to include more photos, tap Attach photos again.
If integration with InEight Document is configured, you can also see if supporting documents from the Document application are attached when performing a form or task. Document links are shown in the list of attachments with the Document icon and document version numbers.
To remove an attachment, tap the Remove icon.
Users can access events with form flow in any step. The ability to advance or reverse the steps is based on the template configuration and still must be completed by responsible parties.
Form flow buttons have arrows next to them.
A GPS question lets you provide your location by tapping GPS or by entering your coordinates directly in the fields. You can also tap Clear GPS to remove the information if you need to enter a different location.
To use the GPS button on your mobile device, you must allow the InEight app to access your location when prompted.
You can check the status of your forms and tasks in the respective Form or Tasks options: My Scheduled Items, My Opened Items, or All Items. All saved or submitted forms or tasks will be saved directly to the web server.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information