Controlled forms, built by your team
Build forms such as a balance check, a cleaning checklist or a sample inspection right on screen. Choose the fields, set approval rules and publish. A published form is locked, and changes create a new version.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Built on screen.
Add fields, mark the required ones and publish, with no coding.
Several field types.
Text, number, decimal, date, date and time, dropdown, multiple choice and yes or no, among others.
Fields by context.
Each field can be enabled for specific groups, so it only shows where it makes sense.
Published and versioned.
A published form is not edited in place. To change it, the system creates a new version and keeps the previous one.
Approval rules.
Set rules by field value or by score. When a rule applies, the answer requires approval, which can have levels.
Scoring.
Answers can be scored, and the score can be used in approval rules.
Fields on the report.
Fields marked for the certificate can appear on the report PDF.
Clone forms.
Clone a similar form and adjust what you need.
Import and export.
Take a form's structure to another site or bring it back.
Permissions per form.
Grant view, edit, save and approve by role or by user.
From answer to controlled record
A form is useful as a record when the answer has a version, an owner and a date.
Answer tied to the version.
The completed form stays tied to the version of the form used at that time.
Who answered and who approved.
Date, name and stage are recorded on every answer.
Preview before publishing.
See the form as the respondent will and check the rules before publishing.
Frequently asked questions
Do I need to know how to code to build a form?
No. You add fields on screen, choose the type, mark what is required and publish.
Can I edit a form that is already in use?
A published form is locked to preserve the answers already recorded. To change it, the system creates a new version and keeps the previous one. Older answers stay tied to the version they were filled in.
Can the same form work in different contexts?
Yes. Each field can be enabled for specific groups, and the form shows the fields that make sense in each context.
Do form answers go into the report?
Fields marked for the certificate can appear on the report PDF, without retyping the information elsewhere.
Want to see the QMS with your laboratory's routine?
Free online demo, about 30 minutes long. Our team adapts the examples to your laboratory's routine.