Collect Enterprise Forms Page

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EQuIS 7  >>  Collect > EQuIS Collect Enterprise >

Collect Enterprise Forms Page

The Forms page provides a status summary of forms available on the Collect Mobile app. The Forms page can also be used to create new forms directly on the server.

 

Forms

 

For each form, the following information is provided:

Name – Form name.  

Facility Code – Facility where the form is deployed.

Type – Form type, as specified by the template builder.

Format – Template format; frequently a specified EQuIS EDD format.

UserGroups – User groups to which the form has been assigned.

Date – Date the form was uploaded.

Uploaded – Number of times the completed form was uploaded from Collect Mobile; icons shown for success or failure of forms to be processed by the EQuIS Data Processor (EDP).

Status – Form status.

Reports – Create PDF report of all data collected with the form; compiles data from all users.

OriginIndicates whether the form was created locally on the device or from the server and pushed to the device.

 

Each of the headers in the view window can be filtered alphabetically

 

Search

 

The Search box can be used to filter the form templates by name. Type the form name or a portion of the form name into the search field. The display of form templates will be limited to the search string.

 

Forms_Search

 

User Groups

 

The user group status shows which groups are currently assigned to the form. To change or add user groups, click in the user group column of the desired form. The Groups window opens showing all available user groups. Check the boxes for all desired user groups and select the OK button.

 

Uploaded

 

The Uploaded status provides the number of times the form was uploaded from Collect Mobile and a status on the upload of form data to EQuIS through EDP. If the status bar is red, the form did not upload successfully to the database (i.e. it was rejected by EDP). If this happens often due to data issues, consider adding other checks to the form template (e.g., using the Error attribute on form fields to ensure users can only enter valid data).

 

Uploaded Forms

 

Click the status bar of an individual form to view details of the uploading process in the Status/Download window.

 

Uploaded form - details

 

The upload details include:

Users – Which user uploaded the form.

Download CSV – Download the raw data submitted from EQuIS Collect mobile app.

Download EDP EDD – Download the EDD (*.zip) file. This is generated by processing the submitted Collect form into the EDD format referenced in this form template’s data mappings.

Send to EDP – Shows if the EDD has been pushed to EDP. If the EDD has not been pushed, click here to submit to EDP.

Status – Status of EDP submission.

NOTE: If EDP reports errors when processing the EDD, an Error status will show. Click this icon to show a message why the EDD failed to submit through Enterprise EDP. The Status column will then show a button from which an error log may be downloaded.

DateTime – Date/time stamp of submission.

 

Status

 

Forms can be listed with two statuses:

Testing – Submitted forms will not be pushed to EDP.

Incomplete – Forms received, but other submissions may be outstanding.

 

To remove a completed set of forms from the Forms list, click the status icon. Confirm that the form should be marked as Complete.

 

Note: Marking a form as Complete sets ST_COLLECT_FILES.EDD_STATUS for the form to TRUE. Clear this field to return the form(s) to the Forms list in the Collect dashboard.