Inspection Report Forms

Forms are the pages within inspection reports that allow the user to input information. Forms can serve a multitude of purposes, including inputting inventory and condition data, uploading files, generating PDFs of inspection reports, and more. All forms can contain report fields used to collect asset and inspection report data. The forms that appear on an inspection report are determined by the report type of the inspection report. Note: The Forms configuration page contains the agency's forms for both the web and mobile versions of AssetWise Inspections.

To edit an existing form, click the symbol for the desired form. The process will be very similar to creating a new form as described below.

If a form has the symbol in the list, it can be clicked to take the admin to that form's Forms Designer page.

Create New Form

To create a new form, click the Create button in the top right corner of the screen. The user will be taken to a new page to enter information about the new form:

General Tab Name – The Name textbox is a mandatory field, as denoted by the *. It is used to name the form and should be indicative of the form's intended purpose.
Description – The Description textbox gives the admin to provide more details if necessary for the form.
Type – The Type drop-down is a mandatory field, as denoted by the *. It determines what kind of form will be created. There are several different form types that exist in AssetWise Inspections:
- Product The default AssetWise Inspections forms that typically serve special functions and cannot be modified, such as the Attach Pictures/Files form. This option is not available to select.
  - Repeating Field Group Forms where a set of fields are defined and then repeated as many times as desired, such as the Under Records form.
  - Designer The standard forms used for data entry.
  - Maintenance The standard forms used for displaying maintenance items in the system.
  - Component The forms used to display sub-component content. Component templates must be created to use this form.
  - Component Maintenance The forms used to display maintenance items of sub-components. Component maintenance templates must be created to use this form.
- External Data View The forms used to display a read only view of external data views created in the system.
Platform – The Platform drop-down allows the admin to specify whether the form will be a "Web" or "Mobile" form.
- Additional options will become available depending on the type of form selected:
Repeating Field Group – If "Repeating Field Group" is selected from the Type drop-down, the Repeating Field Group drop-down will appear:
- A repeating field group template, configured on the Repeating Field Group configuration page, must then be selected.
Designer – If "Designer" is selected from the Type drop-down, no new controls will appear on the screen until the form is saved. Once saved, the Design button will appear:
- The Design button takes the admin to the selected form's Forms Designer page.
Maintenance – If "Maintenance" is selected from the Type drop-down, the Maintenance Types tab will appear:
- Check the boxes of the maintenance types that should have their items included in the form.
Component and Component Maintenance – If "Component" or "Component Maintenance" is selected from the Type drop-down, the Asset Types tab will appear:
- Check the boxes of the asset types and then select the desired templates from the Template drop-downs for the asset types that should be included in the form.
Save and Cancel – The Save and Cancel buttons are located at the bottom center of the screen. The Save button saves the changes made to the form.
- The Cancel button cancels any changes made to the form.
Delete – Once the form is saved, the Delete button becomes available in the top right corner of the screen. Click Delete to delete the currently selected form.
Role Security Tab – Role security can now be applied to individual forms. Users within a role can either be given full control of the form, read-only access to the form, or the form can be hidden from them completely.
Use the Access Level drop-down for the desired role to determine whether the role's access will be Full Control, Read Only, or Hidden. By default, all roles will be set to Full Control.