doForms™ Android User Guide
Contents
1. Save as Complete you will also be asked to complete any required questions not previously answered Only forms marked as Complete can be sent to your doForms website see Section 3 6 Send Completed Data A doForms gt Training Form End of Form Save as Incomplete Save as Complete Save and Send Exit Without Saving Swipe screen horizontally to navigate The Save and Send option allows you to send the form to your website with one click You may also save and exit a form at any time by pressing your device s Menu button see Section 3 4 Data Collection Features and selecting one of the exit options 37 3 4 Data Collection Features Repeatable Sections A repeatable section is a container for one or more of any of the questions above A repeatable section loops through the questions it contains A maximum number of loops can be specified when the form is built Mobile users will be prompted before each loop if they wish to continue Therefore the actual number of loops performed will be controlled by the mobile user Also note the repeatable sections can be nested within one another Nested repeatable sections provide a very efficient way to enter long lists of information for example an inventory of part numbers inner loop located ona particular shelving unit in a warehouse which contains multiple shelving units outer loop First loop 5 doForms gt Training F2. 1 L 2 3 1 k s 3 bi S es 45 E ey Z eS 1 415 6s SS ee ee ee ee ee A BOR BA O O BE od coed X oH J a Swipe screen horizontally to navigate 22 Date Time Questions Date Time questions allow you to select a specific Date Time just Date or just Time depending on how the form was constructed Use the and buttons to enter the date You can also tap on a field month day or year and use the number pad to input the value Tapping the Now button allows you to quickly synchronize with the current Date Time on your mobile device Notice that Date Time questions may have answer constraints In the example below only future dates are allowed When done swipe your finger horizontally on the screen to advance to the next question doForms gt Training Form 4 date question only future dates allowed zl 23 2011 Swipe screen horizontally to navigate Note that Date Time questions can be assigned an Auto Stamp property when added to a from When the auto stamp property is active the question will be displayed in Form View but will be automatically executed in Question View Depending on the speed of your device you may or may not notice the auto stamp being executed 23 Multiple Answer Questions Multiple answer questions allow you to select one or more answers from a list Press to check off all the correct answers You can scroll down the list if ne
3. 0 Review 0 Send 0 2 First tap on the Select Project dropdown to choose a project from the list All available projects will be listed note that if you only have one project the Select Project dropdown will not be displayed Select the appropriate project from the list ain 38 doForms gt Enter New Data Select Project Mark Y Training Form y 3 Select a form from the Form menu Tap on the Select Form dropdown to view the list of all available forms associated with the previously selected project T 17 4 Tap Start to load the form 5 It may take a few minutes for the form to be loaded onto your Android device Navigation Between Questions and Pages The doForms mobile app provides two viewing modes Form View and Question View Use the From View to quickly navigate the form by swiping the screen vertically If the form contains page breaks you can navigate between pages by swiping the screen horizontally as if turning pages forward or backward in a book Navigate within a page by swiping the screen vertically Tap on a specific question to open it in Question View Form View Question View ai ain w doForms gt Training Form doForms gt Training Form Training Form string question can be short or very long string question integer question decimal question date question __Swipe screen horizontally to nav
4. 7 100006 Tom Shumway 63 Elm Avenue Hampden ME amp 100007 Stephen Nearing 19 Maine Hwy Newport ME 9 100008 Robert Netsch 481 Central Street Bangor ME 10 100009 Robbie Wilson 19 Long Wart Lane Searsport ME 11 100010 Kevin Twombly 20 Forms Avenue Herman ME Lookup Table Question Automatically Filled Value Automatically Filled Value Qaxeoow Fz E Qasoow 2 Qasoow FZ doForms Dispatch gt LU Demo 2 Customer Number Select a customer number 100004 100001 100002 100003 L 100004 Li 100005 i 100006 doForms Dispatch gt LU Demo 2 Last Name Sw Ampe screen horonal to navigate EM w 4 qwieirt yu il olp BRARORR ne 88 doForms Dispatch gt LU Demo 2 Address 47 Dudley Street Hampden ME Swi pe screen 2e screen horizontally to navigate fen ey ay 4 ie qwerty uv ioe BARODAN Be 88 TIP Using the Lookup Table question feature on your device takes a little bit of practice If you have problems getting the selection list to display try tapping lightly and quickly on the entry box or try typing in the first few characters to search the lookup table Grid Table Questions A table is a grid format container for text lookup numeric and calculation question types Tables can have up to 10 columns A fixed number of rows must be specified in the properties area Note that this grid table format only renders in Form View and only in
5. or Discard to replace the audio with a new recording After saving the audio you will have the option to Replace Audio which will replace the audio recording with a new recording or Play Audio to review the recording again i ES ss eo 2 39 em doForms gt Training Form 4 Message recorded audio question this will launch the audio recorder 00 07 Recording stopped Play Audio Use this recording Discard Swipe screen horizontally to navigate When done swipe your finger horizontally on the screen to advance to the next question NOTE In cases where doForms detects that a microphone is not available on the mobile unit audio questions will be skipped automatically NOTE There is a know issue with certain Samsung Android devices that is preventing the doForms mobile app from recording using the device s audio recorder There is no known solution to this problem However a reliable alternative is to record video clips and use the audio in these clips A list of devices with this problem can be found at http www doforms com requirements htm 34 Barcode Questions Barcode questions allow you to capture a barcode Tap the Capture Barcode button to start the barcode scanning application Place the barcode you want to capture inside the viewfinder to scan it When done swipe your finger horizontally on the screen to advance to the next question Bs gt E 2 05pm doForms gt T
6. pages in your form by swiping the screen horizontally or within a page by swiping the screen vertically Tablet Question View Subject Description Provide a description of the subject po Smartphone Question View doForms Dispatch gt Photo survey Subject Descri ption Provide a description of the subject a lo o o o o y Photo Survey gt Tap previous or next or swipe the screen horizontally to navigate between questions ayQiwlelr tiyjul r o rae Belial nel BEBGEOAGE QWERTY UTOP Seerden aleile lnii BO of In the tablet user interface you can tap outside the question area or press the Form View button to return to the form view In the smartphone user interface you can tap on the Android menu button and select the Form View option to return to the form view Swipe screen horizontally to navig Getting Started 1 1 Downloading doForms In order to install and use doForms you must first download the doForms application from the Android market 1 Tap the Market icon on your device gt a5 97 27 PM M ag e CE 2 amazon gr A j g Market Memo MobileIM lavecreserrta SHIFT My Files My Verizon NFS Shift Mobile Om E H Settings Skype Talk Task mobile manager mo ThinkFree V CAST V CAST Office Music Tones cH Ses Contacts Messaging Home 2 Search for doForms 3 Tap doForms on the results page e pid m 17 30
7. aiigae caste ien SE E E E GEE EA ES 14 Usine COE OMI S ea A E E AE 16 3 1 Launching doForms on your Android GEVICE cccccccsssseececcenesceeccaussececcaeusecessaeasseceessuaseceeseuaaecesssuaaeeecessaees 16 SLEMEN W Da e E E E E E EE E 17 DOCS STONE VDE S arseenia aE ETO E E S 19 Data Colecon Foa E a A A E E tease auc ameannns 38 RVW VED a E A ea tee E TE E IAE E AEEA 43 30 Send Completed Dalacin nE A N N aioe 44 3 7 Update Forms amp NOTICES era crtecrssuz tonsa eceictoctovasivivatta Ra N N a AAEE TENNE TENEAN EENEN NEREA 46 doForms OS At GUase resect n E E ET EEE A 47 uE OY CW E A N N E E E E E E 47 ARPAD gT e A E acne ca E E E N E E EEE A E A E A A E ES E ES E N eae tieeen cans 47 PES BE E I NS a E A A A E A E E A ve ones E E A E E E A A EE E T 49 SOULIN AEE E AE E E E E E E EA E E AE A A A E E E 51 5 1 Changing your account setup and Preferences ccccccssssscccccessececcccaeseececceeseceesaeueececessaaseceessuaaeceeseaaaeeeeseqeaes 51 Legal Notice Your use of doForms including online and offline components is governed by the Terms of Use as specified at http www doforms com terms of use Copyright 2011 2012 doForms Inc All Rights Reserved Contact Support Email support doforms com Website www doforms com support Requirements e Android OS Version 2 1 or greater e Cellular or WiFi Internet connection e Minimum of 2 GB of SD Card space free e Touch screen Overview doForms provides smart
8. automatically purging a backed up form in order to manage storage space Use the Purge All option to purge all backed up data on the device 52 How to Contact doForms Support Email support doforms com Website www doforms com support
9. decimal point will be provided accordingly When done swipe your finger horizontally on the screen to advance to the next question ss doForms gt Training Form 4 doForms gt Training Form 4 integer question decimal question try entering a number gt 10 only numbers gt 10 57 and lt 18 39 D Swipe screen horizontal igati Swipe screen horizontally to navigate 1 2 ac 3 DEF 1 2 ABC 4cH 5 6 mno 4cuH 55k DEL 7 pors amp Tuv 9 wv Bea 7 roes amp Tuv 0 21 Calculation Questions The calculation widget allows you to perform arithmetic operations on one or more previously entered Numeric question values in the form The result of the arithmetic expression is stored in the calculation field In the example below we have created a repeatable section for entering a list of parts used ina particular task Each part has a Part Description a Quality and a Unit Price The calculation widget is used to calculate Quality x Unit Price for each part Calculations are executed automatically Enter Quantity Enter Unit Price Calculate Subtotal QARDA W 3 56 QARDA W 3 57 QARDA i 3 58 doForms Dispatch gt Calculation Demo 1 doForms Dispatch gt Calculation Demo 1 doForms Dispatch gt Calculation Demo 1 Parts List 1 Parts List 1 Parts List 1 Quantity Unit Price Part Subtotal _ Swipe screen horizontally to navigate __ Swipe screen horizontally to navigate f
10. digit PIN 1234 Device nickname Adam If you have an Internet connection please test your account setup now Otherwise press Cancel Test Account lt Back Cancel 2 A Test Successful message will appear if the account setup was valid Here you have the opportunity to view the Getting Started Tutorial If you have not done so already we recommend that you take a few minutes to view this now Otherwise press Done S g mn 77 32 PM doForms gt First Time Setup Account Setup Successful Congratulations You are ready to get started We recommend that you take a few minutes to review the Getting Started Tutorial Otherwise press Done Getting Started Tutorial 4 When you select Done your Android device will automatically connect to the doForms website to search for and install any updated forms It is recommended that you do not skip the update process during the initial setup 14 5 After reading the Service Notices tap OK and the First Time Setup Wizard will be complete e m a G17 38 PM gt Service Notices This Notices section is Updating form 20 of 20 used to provide important information regarding your b use of doForms as well as other time critical alerts Notices are update skip automatically every time ou start doForms NOTE A Test Failed message will appear if the account setup was not valid Most likely you entered an
11. forms for Android powered devices everything you need in a turn key all in one reliable secure and fully hosted mobile data collection solution Supported data types include Section labels Page breaks Textual data Numeric data Calculations Date Time Single choice answers Multiple choice answers Category scores Lookup tables Grid tables Barcode scanning Signatures Sketches Pictures Video recording Audio notes GPS locations Approvals Email reports Mobile Data Collection App doForms mobile data collection software works with a wide selection of popular iOS Android BlackBerry smartphones and tablets and it is coming soon to Windows Unlike all browser based forms our mobile data collection software or mobile forms app enables your workers to operate in both connected and disconnected environments This is critical for workers in rural areas or urban settings with cellular dead spots Imagine using your mobile data collection software to instantly take a picture then sketch on top of it to illustrate something of interest or to scan the barcodes of materials being delivered to a job site Imagine recording audio notes and video clips and embedding them right in your electronic mobile data collection forms or using the GPS to precisely record a location Think about the increased speed and accuracy of reporting doForms provides a flexible fast and easy
12. order to use doForms on this device you must first sign up for a free doForms website account If you have not done so yet please press Cancel and go to the website www doforms com and click Use it Free Step by step instructions will be provided If an IT administrator has already set up a doForms website account for your organization please make sure you have been provided with a 4 digit PIN for this device and have this number ready You will also need the mobile phone number of the device or a device Cancel Next gt 2 2 First Time Setup Wizard 1 Select Next to begin the setup process On the next screen you will be prompted to enter the following three 3 items mobile number 4 digit PIN and a nickname At any time during setup you will be able to press Back to move back one screen or Cancel to end the First Time Setup Wizard doForms gt First Time Setup First Time Setup IMPORTANT You must have an Internet connection to complete this first time setup Please have the following ready Mobile phone number of this device or a device ID number 4 digit PIN assigned to this device Nickname for this mobile device of your choosing The mobile number and PIN will be authenticated by your doForms website Press Next when you are ready to lt Back Cancel Next gt 2 doForms uses a unique combination of mobile number and PIN to link each mob
13. to navigate Note that in some situations it may not be possible to acquire a GPS signal at all due to interference from a building or some other physical feature and the Searching for Satellites message will continue to display indefinitely In such cases press Cancel and move to a more open location and try again The achievable GPS accuracy will depend on your hardware location and surroundings In most cases the best achievable accuracy will be around 3 meters doForms is programmed to automatically stop refining the GPS position when an accuracy of 5 meters has been achieved Altitude readings are generally accurate to 25 meters on most consumer devices IMPORTANT In cases where doForms detects that GPS hardware is not available on the mobile device Location Capture questions will be skipped automatically This usually occurs because the GPS has not been enabled To enable the GPS on your Android device Tap on Settings Tap on Location and security settings Make sure that under My Location the Use GPS satellites checkbox is checked Restart your device Try doForms again A i If this is a Required question save the form as Incomplete then try one of the remedies above 29 Note that GPS location questions can be assigned an Auto Stamp property when added to a from When the auto stamp property is active the question will be displayed in Form View but will be automatically executed
14. Competed Data page Tarn E doForms Dispatch gt Main Menu Forms 27 Dispatch 0 Review 1 Send 1 2 Select the forms that you wish to send by tapping on the corresponding checkbox or you can choose to Select All A doForms gt send Completed Data Training Form Saved on Tue Mar 06 2012 at 15 51 44 3 After choosing the appropriate forms tap Send Selected Form s You will need an active connection in order to complete the sending process Otherwise a message will be displayed asking you to try again when you do have an active connection 4 Tap OK to return to the Main Menu Successfully sent forms and related media content are automatically deleted from your mobile unit to save storage space TERE doForms Dispatch gt Main Menu Forms 27 Dispatch 0 Review 0 Send 0 NOTE In cases where you have a slow connection speed i e no 3G or Wi Fi and want to send your completed forms doForms will only send the non media portion of the completed forms The much larger media portion pictures sketches video or audio will be saved on your mobile unit until a faster connection is detected at which point it will be automatically sent to your doForms website 45 3 7 Update Forms amp Notices IMPORTANT You must have an active cellular or WiFi Internet connection in order to search for and install any updated forms Press Skip if you do not have an
15. PM USE debugging connected E a a doForms Business Fo epee Mobile Data Technologies gsintntctr EN i 7 E a ii Pi E UE EED OES D US EED CS ME asdfgh jk t eeewounn a i bo SM E 4 Tap Free to begin the download process 10 Business sr ir a doForms Business Forms Mobile Data Technologies LLC Description Mobile Data Collection App Powerful Form Creation Software NOTE Downloading doForms is free for one 1 mobile device For more than one pricing is based on the number of devices on your account Please visit www doForms com purchase for complete pricing information 5 Once you have read the permissions tap OK to accept and continue 6 doForms will now be automatically downloaded to your device Once the download is complete the doForms icon will be visible on your Android s application page Gp 7 35 PM aE 7 49 PM 4 Business Q Di Kindle Memo MobileIM d nekon TE SP oForms Business Forms zis Mobile Data Technologies LUC s Music My Files My Verizon NFS Shift Mobile Allow this application to access S Phone calls Read phone state Settings Skype mobile manager Network communication Full Internet access i Your location v Fine GPS location ThinkFree V CAST V CAST rele me gaat Storage Office Music Tones Modify or delete 5D card contents system tools T ss A Change Wi Fi state preven
16. a mobile ID number assigned by your doForms Administrator Include the area code if using a phone number Do not include any spaces dashes or any other non number characters Tap OK when done Changing the mobile unit s PIN 1 Tap PIN on the Settings menu to edit the PIN 2 Enter the 4 digit PIN assigned by your doForms Administrator This PIN must match the corresponding mobile phone number or mobile ID Contact your doForms Administrator if you have not been provided with a PIN Tap OK when done 51 Testing Account The doForms application on your Android device will contact the doForms server to validate your settings You will need to have an active Internet connection to complete this step If you do not have an internet connection press Cancel and restart the doForms application when you do 1 Tap Test account on the Settings menu 2 Tap the Test Account 3 An Account Setup Successful message will appear if the account setup was valid Tap Done to get back to the Settings menu NOTE A Test Failed message will appear if the account setup was not valid Most likely you entered an incorrect combination of mobile number and PIN Tap Cancel to return to the doForms Settings menu and re enter your mobile number and PIN If you continue to experience problems please tap Cancel and contact your doForms Administrator to ensure that you have th
17. able Swipe screen horizontally to navigate doForms gt Training Form 5 score question category B score question score summary is displayed at end of form Oivo bright Ojust right Ortoo dark Onot applicable Swipe screen horizontally to navigate eg a GP 7 30am doForms gt Training Form 5 Scores Category Poss Score Catagory A 5 5 100 Catagory B 20 0 0 Total 25 5 20 Swipe screen horizontally to navigate 26 Lookup Table Questions Lookup tables allow you to search on and select an answer from an external data table Additionally if a lookup table row contains answers for other questions in your form you can use the table to automatically answer these questions as well For example if your form contains questions for entering yy ll Customer Number Customer Name and Customer Address and if you have a lookup table that also contains these columns then you can set up Customer Number as the Lookup Value and when you search on and select a Customer Number the corresponding Customer Name and Number Address will be automatically filled out in the form A a a no Lie 1 CustomerNumber NameFirst NameLast Address 2 100001 Dennis Mills 13 Bright Street Bangor ME 3 100002 James Ragonese 147 Main Street Bangor ME 4 100003 Jim Farley 1356 Arlington Avenue Portland ME 5 100004 Howard Runser 47 Dudley Street Hampden ME 6 100005 Danny Hancock 986 State Street Old Town ME
18. active connection and try again when you do From the doForms Main Menu tap Update Forms amp Notices doForms will automatically connect to the doForms website to search for and install any updated forms You can cancel this process at any time by tapping Skip Tap Done once all projects and forms have been updated After reading the Service Notices tap Ok to begin using your updated forms d m al 17 38 PM i 7 57 PM os i 7 57 PM gt Service Notices This Notices section is used to provide important information regarding your Checking for updates All projects and forms I are up to date use of doForms as well as other time critical alerts Notices are update automatically every time you start doForms 46 doForms Dispatch 4 1 Overview doForms Dispatch provides powerful dispatch forms and work order forms functionality These special purpose forms contain important information to tell mobile workers where to go dispatch and what to do when they get there work order As your mobile workers complete their assigned tasks doForms lets them fill out data fields in the form take pictures capture GPS locations and collect signatures The completed data records are then sent back to you In addition to sending and receiving forms from your workers doForms Dispatch also tracks their current and past GPS locations and these locations are plotted on an interactive Tra
19. ayed Select a Project Select a Form Select a Question in the form Enter an Answer Tap Search The matching Dispatches will be listed S a lS 48 GS anak w Y 4 40 doForms Dispatch gt Dispatch gt Search Search Condition Remember F Project Mark v Form Simple Work Order Dispatch 7 Question Customer a Answer George May Barcode ais 4 3 Tracking Tracking occurs in the background and requires that the device has Internet connectivity cellular or wifi to send GPS tracking points to your website For privacy reasons tracking is turned OFF until enabled by the mobile user To ENABLE tracking 1 Press your device s Menu button at any time to access Settings 2 Tap Tracking 3 Select the desired Interval The tracking feature consumes significant battery life both to collect the GPS coordinates as well and to transmit them to your doForms website For this reason we recommend using the longest duration tracking interval setting that is acceptable to your particular tracking objectives Alternatively we recommend that the tracking feature is used only when the device is plugged into an automotive charger Mobile devices can be very sensitive to placement orientation and obstructions when reading GPS coordinates If using in a vehicle placement on the dashboard usually works best The doForms tracking function WILL continue to collect and transmit GPS poi
20. cking Map You can select which workers to view as well as the time interval The map also shows the locations where forms were filled out 4 2 Using The illustration below shows the doForms Dispatch main menu Note that except for the new Dispatch button all functionality is the same as doForms Professional So we will focus on how to use this new button Smartphone Main Menu Tablet Main Menu COFORMS 24 Forms 27 Dispatch 0 Review 0 Forms 27 Send 0 Dispatch 2 Review 0 Send 0 Settings Update Exit doForms Update Hep A Pasi i The number count 2 indicates that two dispatches have been sent to the device If your device has a Notification Ringtone set an audio alert will occur when a new dispatch has been received 47 To enable the Notification Ringtone on your device Go to the Setting menu of your Android device Select Sound settings Select Notification ringtone Select a Ringtone and click OK oe a Click on the Dispatch button to view a list of dispatches Tap on the desired dispatch to open it then fill it out as with any other form Bx Seo OB doForms Dispatch gt Dispatch George May 100 Elm Avenue Brenda Bower 78 Center Street The Dispatch page also provides a Search feature which is useful if trying to find a specific Dispatch from a long list see below To use this feature Tap the Search button A search page will be displ
21. doForms Android User Guide Updated July 20 2012 A Product of doForms Inc Table of Contents SAIN GUC rrio te cicceentenecectuay EEE E EEE E E E 3 Contact SUID OOF E arar ale atau snclas ca aisinw seu sa wanna naan enaneees seseedsmennaereamseeese 3 SCRIP ORION S renr esneececoncctuncencteed conccouncosan ses cuwrsaen cowenvouseucagenseuceeoaseucdedseuaws cowesusu ven canenceucmeerecenetseceususieres 3 OVCIVICW siiccsanesawensivenssandssavounsnedereasnanwsnGavendnansapaenssnenediaessawansiussedeedapawenniiss diwedsdaandsuwesbansedianacanaudedvenevansvbiusedseesees 4 Mobil Data ON FO its ees sse sstivareseconsgeytceceaemn gene nedsaressteearetecsuss ENE EN TOANE A ea EE EEEa ad 4 DAAN OD E a E A E E E AA gone eansaeucenet 5 COONS DISP e oana EE E E E traeaueuatoneeseensecantareee 5 Security TOR PAd ACCOUNTS ssie E E A Sa areaues eeadebaetancoeosbeanas above arenes 6 Smartphone amp Tablet User Interfaces s sesesececececececececececececesecececececececececececececesecececececesececesececesesececeseseseseseo 7 GEME S a e E E 10 1 1 Downloading RO ON WINS sarrsrrasorrninrsirincasas asaran anaa en SaR E AETR TEE AAA E EES ONENE ASAE E ENE USEE AAS 10 Sep OF OWNS eenn E E 12 2 1 Launching doForms for the first tiMe ccescccccsssseccceceeesececceesseccesauaseceesssaessecesseaueeeesseaseeeesseaaaeeessanaeeeesseees 12 2 2 First ime Setup Wizard socrrinaneiiordrcriiarsrini enrian innii inasi EATE EENSTAART 13 ZS TOST OUr ACCOUNT
22. doForms gt Training Form 4 doForms gt Training Form 4 doForms gt Training Form 4 Sketch question Sketch question Cancel i Swipe screen horizontally to navigate a Swipe screen horizontally to navigate NOTE In cases where doForms detects that a drawing surface is not available on the mobile unit sketch questions will be skipped automatically even if it is a required question 31 Picture Questions Picture questions allow you to capture an image Tap Capture Image to start the camera application on your Android device Once the camera has opened point your device using the screen view finder and tap the shutter button to take a picture Once the picture has been taken you can view the image or choose to Replace Image with a new picture When done swipe your finger horizontally on the screen to advance to the next question Bk ME doForms gt Training Form 4 doForms gt Training Form 4 image question image question this will launch the camera this will launch the camera Capture Image Replace Image Sketch Swipe screen horizontally to navigate Swipe screen horizontally to navigate NOTE Once an image has been saved you can tap the Sketch button if you wish to sketch atop the picture This is useful for pointing out features of interest in the picture which may otherwise be difficult to see In cases where doForms detects that a camera is not available on the mobile unit picture ques
23. e correct PIN to match your mobile number Dispatch Interval doForms Dispatch only doForms Dispatch provides a setting option for controlling how frequently the app polls your doForms website to see if any Dispatches are pending and should be downloaded By default this is set to one minute To change this setting 1 Tap Dispatch Interval on the Settings menu 2 Select the desired interval Tracking Interval doForms Dispatch only doForms Dispatch provides a setting option for controlling how frequently the app reports the GPS location of the device to your doForms website For privacy reasons by default this is set to OFF To change this setting 1 Tap Tracking on the Settings menu 2 Select the desired interval IMPORTANT The tracking feature consumes significant battery life both to collect the GPS coordinates as well and to transmit them to your doForms website For this reason we recommend using the longest duration setting that is acceptable to your particular tracking objectives Alternatively we recommend that the tracking feature is used only when the device is plugged into an automotive charger Backup Purge Schedule doForms provides an automatic data backup feature where your completed forms are saved on the mobile devices after they have been sent to your doForms website Use the Purge Schedule option to specify if backups are to take place and how long to wait before
24. e doForms logo graphic with your own These branding options are managed in the Account tab of your doForms website Tablet Main Menu Review 0 Smartphone Main Menu UAGA 0 BS 3 37 Send 0 Review 0 Send 0 e A 10 33 pny F8 Smartphone Form View Ti rf il ann doForms Dispatch gt Photo Survey Photo Survey Subject Description GPS Location 5 Picture Collapsed Section Notes Email Report To navigate select a question or swipe screen horizontally Tablet Form View Photo Survey Required Photo Survey Use this form for making a photographic survey including GPS coordinates and descriptions Use this form directly as it is or edit the form in the Build Forms tab of your doForms website to customize it Subject Description Provide a description of the subject a GPS Location Add a GPS location Repeatable Section Picture Picture 1 Take a Picture and add a sketch if you want Add a Caption to this picture End of repeatable section Picture Notes Additional notes Email Report Use this feature to email a report to a customer or coworker Note that additional email and print options are available in the View Data tab on your doForms website fF Save as Incomplete Save as Complete Exit Without Saving Photo Survey gt Swipe screen vertically to navigate then tap on a question In Form View you can navigate between
25. eded When done swipe your finger horizontally on the screen to advance to the next question doForms gt Training Form 4 select multiple question pick once or more answer WB option a WB option b WB option c option d __ Swipe screen horizontally to navigate 24 Choose One Questions Choose One answer questions will allow you to select only one answer Tap the corresponding radial button to select the correct answer Scroll down the list if needed When done swipe your finger horizontally on the screen to advance to the next question ou 8 doForms gt Training Form 4 select one question scroll down to see default selection Ooption 1 Ooption 2 Ooption 3 Ooption 4 Ooption 5 Ooption 6 Oboption 7 Ooption 8 Swipe screen horizontally to navigate 25 Score Questions Score questions are a special type of Choose One question These questions are organized into score categories when the form is developed This question type also automatically calculates and summarizes the total possible score for each category total given score and percent of given divided by possible These summaries are displayed in the mobile app at the end of the form When done swipe your finger horizontally on the screen to advance to the next question doForms gt Training Form 5 score question category A score question score summary is displayed at end of form Odxzood Odaverage Oroor Onot applic
26. ice software experience can create their own mobile data collection forms for Android devices With doForms there is no need for software programmers to build your mobile forms or IT support staff to deploy them doForms allows easy exporting of mobile forms information to other business applications such as Microsoft Excel Open Office Google Docs and QuickBooks Export options are also provided for CSV HTML and PDF file formats Additionally doForms also provides for direct integration of your mobile forms with CRM database and GIS systems such as Salesforce com Oracle SAP and ArcGIS through the use of industry standard SOAP web services These web services can be set up and deployed ina matter of minutes with no software programmers involved For paid accounts your doForms website can be branded using your company name and graphics doForms Dispatch doForms Dispatch provides powerful dispatch forms and work order forms functionality These special purpose forms contain important information to tell mobile workers where to go dispatch and what to do when they get there work order As your mobile workers complete their assigned tasks doForms let them fill out data fields in the form take pictures capture GPS locations and collect signatures The completed data records are then sent back to you In addition to sending and receiving forms from your workers doForms Dispatch also tracks their current and past GPS locations and the
27. igate Time question w el if aay 3 a QIWI ERITH YU TO P Date Time question A S DEGH fi K L select multiple question t Fi x c v B NOM To navigate select a question or swipe IR a screen horizontally a Mees bas a Use Question View to more carefully navigate through a form one question at a time To move through the form in Question View swipe your finger horizontally on the screen You may press the Menu button at any point while working on a form to return to Form View In the smartphone user interface shown above you can tap on the Android menu button and select the Form View option to return to the form view In the tablet user interface not shown you can tap outside the question area or press the Form View button to return to the form view 18 3 3 Question Types doForms utilizes many different question types in order to facilitate easy and accurate data collection Each question type includes an appropriate format for answering the question The following question types are supported Section labels Page breaks Textual data Numeric data Calculations Date Time Single choice answers Multiple choice answers Category scores Lookup tables Grid tables Barcode scanning Signatures Sketches Pictures Video recording Audio notes GPS locations Approvals Email reports In addition to the possible data fields above each form i
28. ile unit to the doForms website The mobile number can be either the cellular phone number of the mobile unit or a mobile ID number assigned by your doForms Administrator We recommend that you use the cellular phone number unless you have been assigned a different mobile ID number by your doForms Administrator The PIN number will be assigned by your doForms Administrator This PIN must match the corresponding mobile number Contact your doForms Administrator if you have not been provided with a PIN 3 Press Next when done 4 Press Next when done BAM e 1 26 om doForms gt First Time Setup BAME 1 27 em doForms gt First Time Setup Set mobile number Set PIN Enter your mobile number with area code or 10 digit device ID no spaces or dashes lt Back Cancel Next gt 1 2 3 Enter your 4 digit PIN assigned by your doForms Administrator os lt Back Cancel Next gt 1 2 3 2 3 Test Your Account In order to complete the setup you must test your account configuration The doForms application on your Android device will contact the doForms server to validate your account setup You will need to have an active Internet connection to complete this step If you do not have an internet connection press Cancel and restart the doForms application when you do 1 Tap Test Account doForms gt First Time Setup You are almost done Mobile number 208951 7080 4
29. in Question View Depending on the speed of your device and strength of GPS signal you may or may not notice the auto stamp being executed Signature Questions Signature questions are used to capture a signature First tap the Signature button Now you can use a stylus or finger to draw your signature in the designated area Press the Clear button to erase the signature and start over Press Done when complete The completed signature will be displayed When done swipe your finger horizontally on the screen to advance to the next question DA E 2 40em Mc amp 2 40 em doForms gt Training Form 4 doForms gt Training Form 4 doForms gt Training Form 4 Signature question Signature question Signature Edit signature Cancel Swipe screen horizontally to navigate EE Swipe screen horizontally to navigate NOTE In cases where doForms detects that a drawing surface is not available on the device signature questions will be skipped automatically even if it is a required question 30 Sketch Questions Sketch questions are similar to signature questions in allowing you to capture a sketch First tap the Sketch button Now you can use a stylus or finger to sketch in the designated area Press the Clear button to erase the sketch and start over Press Done when complete When done swipe your finger horizontally on the screen to advance to the next question MH Gd 2 40 em
30. incorrect combination of mobile number and PIN Press Try again to restart the First Time Setup Wizard You will need to re enter your mobile number 4 digit PIN and nickname If you continue to experience problems please press Cancel and contact your doForms Administrator to ensure that you have the correct mobile number and PIN 15 Using doForms 3 1 Launching doForms on your Android device 1 Tap the application icon to launch the doForms ASTRO aLogcat No Root S f appinstal a ivi ys E NYTimes Gmail doForms Maps i J d 1 F Sar LSS ie L Weathers CELLEN Market Bj Voicemail WAN AAN Md ns l jp n Hi a i EY 2 The doForms Main Menu will be displayed Note that the Dispatch button will be present only if you downloaded doForms Dispatch Er B doForms Dispatch gt Main Menu Start a new form for data A collection Forms 27 Dispatch 0 Review both your complete and Review 0 incomplete forms Send 0 Automatically update forms and service notices on your Android d i device Display completed form s that can be sent to your doForms website View the Getting Started Video Quick Start Guide or User Manual 16 3 2 Enter New Data 1 From the Main Menu tap Forms the number of available forms is listed in parentheses Er doForms Dispatch gt Main Menu Forms 27 Dispatch
31. nts if you leave the doForms app without Exiting or Closing the program for example if you click on the Home button and check your email 49 The doForms tracking function WILL NOT continue to collect and transmit GPS points if the screen turns off and the device goes into power saving mode To prevent this Tap on Settings Select Display Select Screen Timeout oe o Select the desired setting Finally be sure that GPS has been enabled on your Android device To check 1 Tap on Settings 2 Tap on Location and security settings 3 Make sure that under My Location the Use GPS satellites checkbox is checked 4 Restart your device 50 Settings 5 1 Changing your account setup and preferences Press your device s Menu button at anytime to access Settings However we recommend only changing your settings from the Main Menu and not from within a form while collecting data From the Settings page you can set your mobile number PIN and nickname as well as test your account DAARS w Qio O S doForms Dispatch gt Main Menu doForms Dispatch gt Settings Account Forms 27 Mobile number PIN Dispatch 2 Test Account Review 0 Dispatch Interval Off Send 0 Tracking Off Exit doForms Setting your device s mobile number 1 Tap Mobile number on the Settings menu to edit the phone number 2 Enter the phone number of this unit or
32. orm Name input your name Bob Swipe screen horizontally to navigate EN l a qiwielritiyiuld ojp Wille F He 8 Second loop ain anr Sh doForms Training Form Name input your name Ted _ Swipe screen horizontally to navigate FA fl 1 2 4 ii eee qiwielritiyiul i ojp aan F DA 8 When advancing from one instance of a repeatable section to the next loop a dialog will be displayed asking you if you would like to repeat the loop Select Yes or No Delete Section When working inside a repeatable section this option will be available in the Menu Using this option will clear all the data in the questions in the current loop 38 Clear an Answer doForms allows you to edit or delete any question at any time while filling out your form You can use your device s on screen keyboard to delete any answers given for a text or number question You can also delete an answer to a single or multiple choice question To clear an answer 1 Navigate to the question with the answer that you want to clear 2 Press your device s Menu button 3 Tap Clear Answer 4 Tap Yes to confirm i 3 doForms gt Training Form Group a 1 Age input your age 23 _ Swipe screen horizontally to navigate S Clear Answer Save and Exit Form ik Remember Answer Exit Without Saving 2i x Form Vie
33. our doForms website account You can also have peace of mind knowing that your data and forms are hosted on top of Google s App Engine IT infrastructure Google App Engine has successfully undergone annual SAS 70 Type II audits which have evolved into the SSAE 16 Type Il attestation and its international counterpart ISAE 3402 Type Il Google App Engine is one of the first major cloud providers to be certified for compliance with these new audit standards Third party audits are only part of the security and compliance benefits of Google App Engine products Google protects our customers data by employing some of the foremost security experts by executing rigorous safety processes and by implementing cutting edge technology These protections are highlighted in the data center video tour For more information visit the Google Apps Trust page Source http googleenterprise blogspot com 2011 08 security first google apps and google html doForms provides different user interfaces Ul s for Android smartphones and tablets These user interfaces all render exactly the same form but they take advantage of the different screen sizes and resolutions differently For illustration purposes this manual uses screen shots from the smartphone user interface The following illustrations show the primary difference between the two The branding for your doForms mobile app can be changed to reflect your organization s identity This includes replacing th
34. patch gt Main Menu Forms 27 ate cy Training Form Saved on Tue Mar 06 2012 at 15 46 Dispatch 0 Review 1 Send 0 3 Tap the name of the form that you wish to review 4 The form is loaded and a list of all the questions and answers contained in the form will be displayed This may take a few minutes Use your finger to scroll the list up and down if needed Tap on a question in the list to jump to that question You also have the choice to Jump to Beginning which will return you to the beginning of the form or Jump to End which will bring you to the end of the form 5 Make the desired edits The Review page also provides the following functions Select All Select all the forms listed on the page Delete Delete all selected forms Sort Sort listed forms alphabetically repeat to reverse order Search Search the listed forms for those that match the search criteria 43 3 6 Send Completed Data IMPORTANT You must have an active cellular or WiFi Internet connection in order to send data If you do not have an active connection press Cancel and restart the application when you do We recommend waiting for a WiFi connection if your completed forms include media content pictures sketches video or sound 1 From the Main Menu tap Send Completed Data the number of completed forms is listed in parentheses Only completed forms will be displayed on the Send
35. raining Form 4 doForms gt Training Form 4 doForms gt Training Form 4 barcode question barcode question scans multi format td 2d barcodes as scans multi format 1d 2d barcodes Capture Barcode Replace Barcode 635753485776 D a a 2 r9 ry a A 3 Swipe screen horizontally to navigate Swipe screen horizontally to navigate NOTE In cases where doForms detects that a barcode scanner is not available on the mobile unit barcode questions will be skipped automatically 35 Email Report Emails the competed form as a PDF or Excel report to one or more recipients in addition to sending it to your doForms website Enter an email address or multiple addresses separated by semi colons and an optional message The email is sent automatically when the completed form is received by your doForms website When done swipe your finger horizontally on the screen to advance to the next question doForms gt Training Form 4 Email PDF Report Email report to your supervisor Email Report to fo Optional Message Swipe screen horizontally to navigate alsidi fighi jikil Bye cv bn mee 36 Saving Data When you reach the end of a form you will have the choice to either Save as Incomplete Save as Complete or Exit Without Saving If you select either Save as Incomplete or Save as Complete you will be prompted to correct any questions with invalid answers If you select
36. s stamped with a date time and device ID whenever the form data is saved in the mobile device Section Labels Section labels are used to organize the form and provide instructions Swipe your finger horizontally on the screen to advance to the next question Approval Questions Approval questions are not displayed in the doForms mobile app only in the doForms website 19 Text Questions This is a simple text question You can use the virtual keyboard which will be automatically displayed on your Android device to answer these questions When done swipe your finger horizontally on the screen to advance to the next question doForms gt Training Form 4 string question can be short or very long Es Swipe screen horizontally to navigate Breven it 20 Numeric Questions A number question is presented in a similar format as a text string question Instead of text you will answer the question by entering a number from the number pad which will be automatically displayed on your Android device to answer these questions When done swipe your finger horizontally on the screen to advance to the next question Notice that number questions may have answer constraints In the example below the integer number entered must be greater than 10 and the decimal number entered must be greater than 10 51 and less than 18 39 Also number questions expect either Integer or Decimal answers and the ability to input a
37. se locations are plotted on an interactive map in the Dispatch tab You can select which workers to view as well as the time interval The map also shows the locations where forms were filled out Your doForms website account provides a specialized Dispatch tab where dispatch forms and work order forms can be filled out managed scheduled and sent to your mobile workers The data sent back from your workers is also viewed in this tab as well as the status of their assigned job And your workers past and present locations are shown on a map in this tab Dispatch data can also be sent from your existing dispatch and work order system and forwarded via our Data Exchange Server to your doForms equipped mobile devices Similarly the competed forms can be sent from the mobile devices and forwarded to your existing dispatch and work order system Our Data Exchange Server makes this integration simple and quick Security for Paid Accounts The security of the doForms system is based on i data transmission encryption and ii Google s App Engine IT infrastructure security Data transmission between your mobile devices and the doForms website is encrypted using Secure Socket Layers SSL3 This protects your data while traveling over the airwaves or internet Browsing of data on your doForms website may also be encrypted using SSL HTTPS Please be sure to use the encrypted SSL3 connection at https mydoforms appspot com followed by the name of y
38. solution to deploying mobile data collection forms to your workers anywhere in the world And the mobile forms on your workers devices are automatically synchronized and remotely kept up to date Control who gets which mobile data collection forms Remotely control who can view or change the incoming data doForms centralizes this control ona website dashboard to save time and money For paid accounts your doForms mobile app can be branded using your company name and graphics Data Website doForms provides a fully integrated website for aggregating sorting querying viewing and managing mobile forms data being collected by your workers If GPS coordinates are included your mobile forms data can be viewed on top of an interactive map The website keeps track of which workers collected which mobile forms data The website makes it easy to export mobile forms data to your other business applications and to integrate your mobile forms data in real time with other IT systems by using web services Use our off the shelf mobile data collection forms library Or create your own mobile forms using the most powerful yet easy to use form creation software available Our form builder provides simple and intuitive user interfaces for building mobile forms You don t need to be a specialist to use our form creation software You just need to have an understanding of what you want your mobile data collection software to do With doForms anyone with off
39. t phone from i sleeping Phone Contacts Messaging Home 11 Setup doForms 2 1 Launching doForms for the first time IMPORTANT You must have an active cellular or WiFi Internet connection in order to setup your account If you do not have an active connection press Cancel and restart the application when you do 1 Tap on the doForms icon to launch the application O gt gt J m 7 49 PM al e E 2 E amazon en T 2 Market Memo MobileIM ae E Music My Files My Verizon NFS Shift Player Mobile o F k es Settings Skype eae mobile manager 0O S ThinkFree V CAST V CAST doForms Office Music Tones S t Contacts Messaging Home 2 Select Agree after reading the TERMS OF USE 3 Select Next which will bring you to the First Time Setup Wizard doForms gt First Time Setup doForms gt First Time Setup TERMS OF USE THE FOLLOWING TERMS AND Welcome to doForms CONDITIONS THE AGREEMENT GOVERN YOUR USE OF DOFORMS INCLUDING ONLINE AND OFFLINE COMPONENTS COLLECTIVELY THE SOFTWARE BY CLICKING AGREE AND OR USING THE SOFTWARE YOU AGREE TO BE BOUND BY THESE TERMS AND CONDITIONS Definitions As used herein Agreement means these terms and conditions Content means the audio and visual information forms documents cartography images data and services contained or made available to vou in the course of using Agree Disagree IMPORTANT In
40. the doForms tablet user interface shown below In the smartphone interface due to screen size limitations tables will render in the same format as repeatable sections To navigate a grid table in the tablet user interface tap in any of the grid cells The corresponding question will be displayed in Question View You can navigate to the next cell by navigating Question View horizontally which will zig zag through the form Or you can return to Form View and tap on any other cell directly j Required Store Facings Table Save as Incomplete Save as Complete Exit Without Saving 28 GPS Location Questions Location questions are used to capture a GPS location First tap the Capture Location button A message will appear to indicate that doForms is searching for GPS satellites This may take a few moments so be patient GPS coordinates and their estimated accuracy will start being displayed when the GPS satellites have been acquired Tap Ok when you are satisfied with the location accuracy The location data will be saved as latitude and longitude coordinates doForms gt Training Form 4 doForms gt Training Form 4 geopoint question geopoint question this will get gps location this will get gps location Searching for Satellite pe Latitude N 44 44 54 Longitude W 68 49 46 Altitude 13 0m Accuracy 13 856406m Cancel Swipe screen horizontally to navigate Swipe screen horizontally
41. tions will be skipped automatically 32 Video Questions Video questions allow you to capture a video Tap Capture Video to start the camera application on your Android device Use your device s screen viewfinder plus Record Play and Stop buttons to record and review the video A thumbnail will be displayed and you have the option to tap Save and save the video or Discard to replace the video with a new recording After saving the video you will have the option to Replace Video with a new recording or Play Video to review the recording again When done swipe your finger horizontally on the screen to advance to the next question doForms gt Training Form 4 video question Capture Video __Swipe screen horizontally to navigate NOTE In cases where doForms detects that a camera is not available on the mobile unit picture questions will be skipped automatically 33 Audio Questions Audio questions allow you to capture an audio recording Tap Capture Audio to start the camera application on your Android device Once the camera has opened you may have the option to choose which device will be used for recording By tapping the check box you can set doForms to use the selected application by default Use the Record Play and Stop buttons to record and review the audio When you are happy with your audio recording tap Use this recording to save the audio
42. ugh each question in between To jump to a question 1 Press your device s Menu button at any time while within the form 2 Tap Form View 3 doForms gt Training Form Group a 1 Age input your age 23 Swipe screen horizontally to navigate Clear Answer Save and Exit Form i Remember Answer Exit Without Saving u Form View More i 3 doForms gt Training Form option b option c select one question option 4 geopoint question 4a fd 721 68 8295527666666 23 1 6 0 barcode question 9780735648876 image question demo 1226207 1031 14 Published s28 5P 5 5 PE audio question demo 12262011031714 Published 28 A 1L acp video question demo 12262011031 14 Publisheds 28 V l 3gp Jump to Beginning 3 A list of all the questions contained in the form will be displayed Use your finger to scroll the list up and down if needed Tap on a question in the list to jump to that question You also have the choice of Jump to Beginning which will return you to the beginning of the form or Jump to End which will bring you to the end of the form 41 Exiting a Form You can choose to exit a form at any time while collecting data This should be done when if for any reason you need to stop the data collection process You can choose to exit the form and save the data you have collected up to that point or you can choose to e
43. w More 39 Remembering Answers doForms provides a feature for automatically remembering answers to specific questions This should be used in situations where you know you will be repeating an answer over and over when filling out new instances of a form For example if you are a census worker canvassing houses on a specific street you would use the Remember Answer to remember the city and street names To remember an answer 1 Answer the question with the value you wish to remember 2 Press your device s Menu button at any point after selecting the answer value for a question 3 Tap Remember Answer 4 Tap Yes to confirm 3 doForms gt Training Form Group a 1 Age input your age 23 _ Swipe screen horizontally to navigate T Save and Exit Form it R Exit Without Saving Form View More NOTE The Remember Answer option will supersede any Default Value that has been set by the form s author the remembered answer becomes the new default Also you can override the remembered answer by choosing a different answer to the question If at a later time you wish to remember a different answer repeat the steps above 40 Jumping to a Question doForms provides a feature that allows you to Jump to a specific question This should be used in situations where you need to skip ahead or go back to answer a question without having to flip thro
44. xit the form without saving To exit a form 1 Press your device s Menu button at any time while within the form 2 Tap Save and Exit Form to save all data collected on the form up to that point and exit the form 3 Tap Exit Without Saving to simply exit the form None of the data collected in the form will be saved m B 33 doForms gt Training Form doForms gt Training Form Group a 1 Group a 1 Age Age input your age input your age Swipe screen horizontally to navigate _ Swipe screen horizontally to navigate x B x B Clear Answer Save and Exit Form Clear Answer Save and Exit Form Te TE Remember Answer Exit Without Saving Remember Answer Exit Without Saving A A Form View More Form View More Settings See the Setting section below for information regarding Settings and how to change your account setup and preferences Delete Section When working inside a repeatable section this option will be available in the Menu Using this option will clear all the data in the question in the current loop 42 3 5 Review Saved Data doForms allows you to review and edit your saved forms at anytime 1 From the Main Menu tap Review Saved Data the number of saved forms is listed in parentheses 2 Tap Incomplete to view incomplete forms or select Complete to view completed forms A 3 doForms Review Saved Data QaRa g doForms Dis
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