Forms are used to enter data either in paper or electronic format. Every project has numerous data that is only suitable for evaluation after effort-intensive and complicated data entry.

 

Using a form designer, you can easily create customized database forms in the system without any programming knowledge. The entered data is collected in a database and can be filtered, sorted and evaluated using different kinds of criteria.

 

• Form designer
• Search, filter and sorting functions
• Versioning and archiving
• Authorization concept
• Notifications
• Links
• Workflow
• Discussions

Form designer

The form designer supports the easy creation of electronic database forms such as specifications, project sheets, risk lists, to-do lists, construction journals, defects list, replies, etc. The form designer provides text fields, various selection menus, checkboxes, calculation and currency fields, etc. to enable the entry of the desired data types. Once a form has been created, it can be used for as many projects as desired. It also supports data exchange using MS Excel or MS Access.

Search, filter and sorting functions

Once data has been entered into a form sheet, it can be added to different views and results lists using various search, filter and sorting functions. You can easily define standard lists for analysis purposes. These lists can be saved as a PDF file for archiving, for example, or printed as needed.

Versioning and archiving

The system allows you to manage all form versions – from creation to archiving.

 

Archiving creates an automatic log of all access to forms and form fields such as creation or changes. This makes it transparent as to who accessed or edited which form or form field and when.

Authorization concept

This concept ensures only authorized access to forms. Authorizations can be assigned for the entire form as well as for individual form fields. The assignment of access rights can be person-specific as well as role-based.

Notifications

Notifications are used to inform users about form creation, editing or modification. These notifications are sent automatically via e-mail either immediately, weekly or once per month as desired.

Links

Links enable you to connect associated information easily thus providing logical coherence. This function can be used to link documents, schedules, transactions, etc. to form lists of form data sheets, for example. This function makes it much easier and faster to find associated information.

Workflow

Workflows can be defined for forms, e.g. newly created forms can be automatically forwarded to another participant for editing or release. This function supports the creation and editing of form data sheets in the team.

Discussions

This function in form management enables form-related topics to be entered and discussed in the system.