How to: Use forms
Forms are customisable documents that can be created in the Tātou Office and displayed on the Field App. Forms can be used for a variety of purposes, with common examples including standard operating procedures (SOP’s), hazard checklists, vehicle checks, fruit sampling, pest and disease monitoring or toolbox meetings. Whatever the need, forms can be designed to collect information you require, in a digital format.
Creating forms
Login to Tātou Office and use main navigation to Admin > Forms
Create a new form by clicking + NEW
Add an appropriate name and description to help you easily identify the form.
Choose how the form will be used in Tātou Field:
Pre-start = complete the form before tracking work (ideal for hazard checklists and SOP’s)
Post-start = complete the form during the work tracking process (ideal for fruit samples, pest and disease monitoring or vehicle inspections)
Choose when the form will be shown in Tātou Field:
Assign this form to a relevant ‘Location’ e.g. if there is a hazard checklist for a particular site, assign this form to the corresponding location or locations.
Assign this form to a relevant ‘Task' e.g. If you have a form for machinery maintenance, attach the form to relevant task or tasks
Decide whether a form is mandatory. If this box is ticked then Field App users must complete the form to be able to progress and sync the job. Hit confirm to save.
Add new questions + NEW Each question is given a position (e.g. 1) and consists of text (the question itself) and a response style (see screenshot below). Review response options to find the most appropriate for the question asked.
Continue to add questions until you have completed the form. Note that individual questions can be made mandatory. Once finished, the form is ready to be used in the field.
Completing forms
Login to Tātou Field App and start a job with the related Task or Location
Complete the form before attendance (pre-start) or after progress (post-start)
If a question is mandatory there will be an asterisk *
If a form is mandatory there will not be a ‘skip’ option.
Complete and sync the job
See screenshot below for an example of a form displayed on a tablet.
Reporting form submissions
Login to Tātou Office and use main navigation to Reporting > Reports
Select ‘Form Submissions’ report type
Choose a date range
Choose a form
Click ‘start now’ to run the report
Pro-tip: consider your internal policies alongside the user experience when making this decision. Too many forms could slow work tracking but too few could leave gaps in health & safety protocol.