Select Templates/Forms

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EQuIS 7  >>  Collect > EQuIS Collect Mobile > Menu >

Select Templates/Forms

Tap the Menu Mobile_Menu_icon icon. Tap the Templates/Forms option to open the Forms and Templates tabs.

 

Templates Tab

 

Tap the Templates tab to display the templates assigned to the user in Collect. The template version number is shown after the template name. Templates are listed in alphabetical order. If numerous templates are assigned to a user, the search box can be used to find the desired template.

 

If not automatically downloaded, new templates will display a Download Mobile_Template_Download_icon icon. Tap on the Download Mobile_Template_Download_icon icon to download the template to the Collect Mobile app. Once downloaded, the template can be used to collect data. Templates tab can be hidden in Settings/General/Hide templates tab.

 

Col-Mobile_Template_Download

 

Forms Tab

 

Tap a desired template to create a form. The Form Information screen opens. Enter a form name, select a facility, and add an optional form description. Tap Save to create a working Form. Once the form is saved, it appears in the Forms tab.

 

Mobile_Form_Start

 

All saved forms are displayed on the Forms tab. If numerous forms are available, the search box can be used to easily find the desired form.

 

Forms