28.01
2020

Encore’s Web Forms: A Key Tool for Streamlining Data Collection

In a previous enhancement to Encore, we released Form Workflows, a feature that allows one of your mobile employees in the field to begin filling out a digital document and then send it in a chain of command to other staff members for completion. Now, we’ve improved this functionality even further with Web Forms.

Available exclusively to users of Encore’s Ultimate tier, Web Forms provides the administrators at your company’s home office with the ability to start completing an electronic form on a desktop computer. They can then easily transfer it to your mobile workers in the field, saving time and making data collection far easier for your team. Employees away from the office can also start a document and send it back to the office for finalization on a desktop.

Benefits of Web Forms:

  • Implement command chains for forms in order to improve team collaboration.
  • Decrease paperwork costs and the time it takes to pass and collect information even further.
  • Improve productivity, accountability, and versatility with efficient, customer-friendly documentation that can be processed multiple different ways.
  • Set payment authorization workflows that automatically redirect certain expense limits to decision-makers.

A good example of Web Forms in action would be in the case of an HVAC company sending out mobile technicians to customer homes to fix broken air conditioning units. Rather than having the field employee begin a digital maintenance form from scratch and unnecessarily waste time inputting information, they can begin making their repairs earlier, with office personnel filling in any preliminary data while the tech drives to the job site.

For other types of businesses where purchase orders are more common, an employee can use Web Forms to begin filling out a purchase request document at company headquarters that will automatically redirect to a designated manager’s mobile device for review, even if that manager is currently away from the office. By helping to bring the dispersed parts of your workforce closer together, use Encore and its new Web Forms feature to improve cohesiveness and cost efficiency across your entire operation.

Have any questions on how Actsoft can help you?

Call (888) 732-6638 or Receive a Live Webinar

 

23.09
2019

Practical Uses for Form Workflows

As one of the most dynamic tools that our Wireless Forms feature has to offer, Form Workflows* is an essential way for companies using our solutions to streamline their documentation processes. This is done through employees digitally sending incomplete forms from one mobile device to the next, allowing them to fill out any relevant information in a seamless chain of command. In addition to helping your staff save time, Form Workflows can also help enhance the accuracy of your documents’ data, as well as allow you to implement authorization processes for submitted forms. Personnel who have greater permissions are able to reject and send back an electronic document once it’s been submitted to them to the previous user if there are certain portions missing or if the data is incorrect. Here are a few practical ways that Form Workflows can be used in three different industries:

Construction

A construction company can rely on Form Workflows to track the near real-time progress of their building projects with documentation routing. As certain aspects of a project gradually become finished, the teams that were responsible for their completion can fill in details about the construction site’s timeline and send them back wirelessly for management at the home office to review.

Healthcare

For healthcare organizations, monitoring medical services delivered remains key for quality control and verification purposes. Using Form Workflows, these companies can store and transmit data back to headquarters in a highly secure environment, giving individuals on their administrative teams extra abilities to sign off on and evaluate details about conducted patient visits.

Transportation

Moving cargo is easier to do by using Form Workflows to help trace vehicle stops and shipment statuses. Truck drivers who are taking goods from the warehouse to the airport for worldwide distribution can use a tandem of Form Workflows and Signature Capture to ensure that deliveries are successfully handed off. As a result, customer service can remain optimized, as increasingly efficient workflow tracking provides more realistic package arrival times for the clients awaiting them.

Find out more about how Form Workflows can help your organization implement accuracy checklists, save your company time and money, and improve its service levels to customers today.

*Form Workflows is a feature exclusively available to users of Encore’s Ultimate tier.

Have any questions on how Actsoft can help you?

Call (888) 732-6638 or Receive a Live Webinar