Form and Record Templates

One of the most frequent issues encountered during production is the inconsistent recording of the same process across different shifts. Missing fields, incorrect formats, ambiguous values, and later ‘completion’ entries all increase quality risks and extend the review time. The Forms and Template module standardizes the collected data and ensures that records are formed in a consistent, traceable, and auditable manner from the very beginning.

With this module, each step is recorded in a logical sequence: ‘What to ask, how to enter, what to audit, what to document’. For the operator, the screens are intuitive and guiding; for quality, the records are robust and traceable. Result: fewer missing entries, fewer correction requests, faster audits, and more secure quality assurance.

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Form and Record Templates

Form and Record Templates manages all data to be collected during manufacturing steps through standardized forms. By defining field types, required fields, validations, automated calculations, supporting evidence and visibility rules, it ensures that the correct record is created automatically on…

Forms Design

Field Types

Validation and Requirements

Automated Calculations and Logic

Proofs and Attachments

Publishing and Reuse

Forms Design

You design the form structure for each production step to be used on-site. The goal is to ensure that the operator inputs the correct information in the correct order, thus ensuring that the records are formed in a step-by-step manner.

Features

Step-based Form Creation
Create step-based forms and quickly start them.
Form Sections and Page Layouts
Standard Form Library

Step-based Form Creation
Define a separate form for each production step to ensure that the correct data is entered at the correct step.

Create step-based forms and quickly start them.
Copy existing forms for similar steps to reduce design time.

Form Sections and Page Layouts
Split the form into logical sections to improve readability and usability on-site.

Standard Form Library
Store commonly used form structures in a library, ensuring the same standard across all products.

Field Types

You define the types and behaviors of form fields. This step clarifies ‘What data should be entered? ’, thereby improving data quality and reducing operator errors.

Features

Numeric Fields
Dropdown lists and option management
Text and Description Fields
Date/Time and Timestamp Fields

Numeric Fields
Standardize measurement data using rules such as units, decimal precision, and entry format.

Dropdown lists and option management
Speed up data entry with fixed options and reduce ambiguity with free text.

Text and Description Fields
Define controlled fields for explanations and additional requirements.

Date/Time and Timestamp Fields
Define when the records were created to enhance traceability.

Validation and Requirements

The critical layer for defining the quality of the records is validation and requirement rules. At this stage, incorrect, missing, or ambiguous entries are prevented from occurring.

Features

Required Fields
Format and range validation
Conditional requirements
Two-person verification and second-person validation

Required Fields
Prevent empty fields in critical areas; prevent missing entries from occurring.

Format and range validation
Detect and handle incorrect formats and invalid values in real-time to improve data integrity.

Conditional requirements
Add explanations or additional requirements based on specific conditions to enhance the meaning of the records.

Two-person verification and second-person validation
Implement second-person verification in critical steps to reduce risk and maintain discipline.

Automated Calculations and Logic

Forms do not merely collect data; they also interpret it. At this stage, automatic calculations, predefined fields, and form logic are created. This reduces calculation errors and establishes standard comments.

Features

Automated calculations
Predefined fields
Form logic and warnings
Flow-related field visibility

Automated calculations
Let the system handle totals, differences, and deviations to minimize manual errors.

Predefined fields
Enhance record consistency by generating results from entered values.

Form logic and warnings
Redirect users based on certain thresholds to reduce incorrect progress.

Flow-related field visibility
Show or hide fields based on user selection to simplify screens.

Proofs and Attachments

Some records require not only values but also proofs. This stage collects proof documents such as attachments, photos, verified documents, or explanations and links them to the relevant record.

Features

Documents and Attachments
Explanation and justification requirements
Linking proofs to records
Access and viewing rules for attachments

Documents and Attachments
Increase record integrity by allowing photo and document attachments when needed.

Explanation and justification requirements
Clarify the context of the proof; make the 'why' part of the record an integral part.

Linking proofs to records
Link attachments to steps, individuals, time, and batch to strengthen traceability.

Access and viewing rules for attachments
Define access restrictions to ensure the security and integrity of proofs.

Publishing and Reuse

Making approved templates available for use and reuse ensures the stability of the standard. At this stage, templates are published, version control is applied, and they are linked to relevant processes.

Features

Publishing a template
Versioning of a template
Linking a template to steps
Archiving and Reverse Access

Publishing a template
Make an approved template available for use; create a single and correct reference for future use.

Versioning of a template
Manage template changes through version control to prevent confusion on the system.

Linking a template to steps
Ensure the correct template opens automatically at the correct step for data collection and discipline.

Archiving and Reverse Access
Archive old templates to preserve the integrity and traceability of historical batches.