Adding Data To Forms

When you create any Custom HTML Form, you would want users to add data to those forms. Data can be added periodically (e.g daily, weekly, monthly etc) or without defining any fixed period. You may also want users to periodically update any single/ multiple document/ spreadsheet etc. You can do so by creating HTML Forms for such documents/ spreadsheets and add schedule to the HTML Form. You can also define if each user needs to update a single document or multiple users needs to update multiple documents for a defined period or any user can update a single document/ spreadsheet.

To create such forms, process is very simple. Step one is to add QMS Document for which you would like to collect the data. Once the document/ spreadsheet is ready, you can proceed with creating Custom HTML Form using FlinkISO APIs. Remember, that to create any form, you must have a corresponding reference document in a system. Once your document is ready then you can proceed with creating a Custom HTML Form by going to Document's View page and by clicking on the Database icon at the bottom. After clicking on that icon, FlinkISO Drag-n-Drop From Creator will open. Based on the document/ spreadsheet, you can add required fields and create the form. System will by default fetch Document Shearing details to this new form. You can make adjustments to this section by adding/ removing branches/ departments/ designations/ users etc. You can further adjust Creators, Editors, Viewers, Approvers from Recreate page.

Available Data Entry Options

With these permutation and combination, you can build and automate your routine data entry tasks for users. You can maintain your daily log books, checklists to your weekly/ monthly back up records and many other type of data in both, document and SQL data format.

Examples

• Spreadsheet, which you would like all users to updated on daily basis.

  If you have a spreadsheet (e.g Daily Logbook or Housekeeping Checklist) which you would like all the users to update on daily basis. Then select the following options from "Data Entry" section.

  1. Schedule: Daily
  2. Data Type: Document: Opens document's copy in edit mode. Users can update document copy along with the data in table.
  3. Data Update Type: Multiple users should update a single document for a defined schedule
  

  Once the Form is ready, this setting will start displaying a new HTML Form on user's dashboard. All the users with whom this Form is shared will have to update this spreadsheet by clicking on (+) sign at the end of the Form's row. System will also display "Pending" for each user. if the user has already added the data, it will show status as updated and icon changes to Edit icon instead of add. Check image below: This shows that when one user (admin in this case) updates the file, system shows the status as "Updated". Refer to the image below, where another user has not updated the file and system shows who's last updated the file but shows "Pending" for a 2nd user. In these both the cases, system will open a same file for edit and every user with whom this file is shared has to update the single file. The HTML table will have very minimal fields like, 1. Who updated the file. 2. Update date. 3. Comments. Rest everything will be stored in an actual file (spreadsheet or a document). Admins can click and open the file by clicking on View/ Edit on Form's index page. Admins can also use search options to find updated records for based on date range or by users using search or advance search options.

• Audit Checklist

  When you use our existing Audit Module, you are required to have three documents. 1. Audit Schedule 2. Audit Checklist 3. Audit Findings. Audit checklist and Audit Findings are child document for Audit Schedule. You can then create HTML Forms for each of these documents. When you schedule any audit, you may want all the users to update an checklist. You can use the following options to force all users (with whom record is shared) :

  1. Schedule: None
  2. Data Type: Document: Opens document's copy in edit mode. Users can update document copy along with the data in table.
  3. Data Update Type: Multiple users should update a single document for a defined schedule
  Now, all the users can open a same checklist linked to the Audit Schedule record and will update the same file.

• Audit Findings

  For finding, you may want every user to open a separate document and add some data in to a document then you can use the following options:

  1. Schedule: None
  2. Data Type: Document: Opens document's copy in edit mode. Users can update document copy along with the data in table.
  3. Data Update Type: Every user should update a separate document for a defined schedule
  If you want the user to add data into HTML From and document to be loaded only as a reference then use the following options:
  1. Schedule: None
  2. Data Type: Document: Data : Opens document in view mode as reference.
  3. Data Update Type: Every user should update a separate document for a defined schedule