Filling out an Event or Task

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 four questions on this event, three of which are answered.

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 Information icon again or tap the Close icon at the top right of the page.

Mandatory questions on an event or task are denoted with an asterisk (*). Sometimes the Information icon may provide 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.

Copy a section

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.

Depending on how the form or task template was set up, the Copy section button might have a different name.

You can also tap the Remove icon to remove a copied section.

Question types

Date – Time

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. Scroll to the date you want, and it is shown in the date field.

The Time question defaults to the time at your current location. Use the scroll bar to move to the time in AM or PM for your selection.

Choice

Choice questions are used for options like yes/no, pass/fail, accept/reject. These questions use a radio button or icon.

Text

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 long text fields, you can tap the expand icon to expand the box for you to continue typing or use the microphone to dictate.

People picker

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.

Attach photos

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.

Prior to the image being saved, the Undo icon in the lower left removes edits.

When finished, tap Done and return to the event or task page. You will see the included photo attachments links. If you want to view a photo, tap the attachment link to open. Alternatively, 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, swipe left, and then tap the Remove icon.

 

 

If you have set up integration with InEight Document, 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, swipe left, and then tap the Remove icon.

Form flow

A form flow button can complete the first step of a form flow from the mobile application. Additional steps must be completed by responsible parties in web Completions.

Form flow buttons have a right arrow next to them.

GPS

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 Completions app to access your location when prompted.

Reference and Integration question types

Integrated list questions are lists that integrate with the InEight Platform master data library. The Integrated list question includes resource column fields in a series of cascading questions. You can use cascading questions to narrow down the selection of a resource. For example, you can add Vendor Region, Vendor Country, and Vendor City column fields of cascading questions to narrow the selection down to a city. When you are connected to the internet, the list pulls data from Platform’s resources. For more information on Integrated lists, see Integrated List.

Complete a Form or Task

For more information on how to save and submit a form or task, see Complete a Form or Task.

The following step-by-step walk you through performing an event on a mobile device.

Step by Step — Fill out an event form

1. Open the InEight SQC mobile application and launch Completions by tapping Completions.

   

2. In the project landing page, open your project.

   

3. Select a category from the Categories screen, and then select an event from the template list.

   

4. Fill out the form and complete all required fields.