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1.

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Creating the Form Template

Use Microsoft Word to create the Form Template. Often the template is already an existing paper-based form or Microsoft Word-based document. Think of the Form Template in terms of a pre-printed form that is ready to be filled out by a User. The Template must include all static information, just as a pre-printed form would – for example, the document title, business details, headings, etc.

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Standard Fields are inserted in the same manner as other Field Types, for example, {SiteCustomerName}. A list of available Standard Fields is available in Appendix A.

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Uploading the Form Template into Ascora

5.1 Log in to your Ascora Account. Select the Advanced icon from the Top Menu and choose the Custom Forms option. A list of all your Custom Forms will be displayed.

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Now you need to work through the Form Template and create a Question in Ascora for every Field Code on the Template. You can also create Heading Questions to include fields such as company names, the document title, headings, etc. These will display on the Forms screen in the Ascora Mobile App.

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Creating Form Questions

To create a new Question, click the New Question button.

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NUMBER – restricts User input to numeric values only
TEXT – use for short, alpha-numeric answers. For example, a Task Name or a short answer
MEMO – use for questions which require longer answers
DATE – use for date entry fields
MULTIPLE CHOICE – use for Yes/No or multi-choice questions. When selected, an option list will display for you to enter the available options for te User to choose from (eg, Yes, No, etc)
MULTIPLE CHOICE, MULTIPLE ANSWER – works in a similar fashion to Multiple Choice however the User is able to select more than one of the available options
SIGNATURE – use to capture and insert a Signature
HEADING – choose this Answer Type for all company names, logos, document titles, headings, etc
PHOTO – used to capture and/or insert images. The user will have the option to take a photo using the mobile device, or attach a photo that already exists on the mobile device.

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Creating a Question for a Checkbox or Multiple-Choice Response

a. Enter the Field Name and Description as before. Choose whether to mark this Question as Must Be Filled Out and/or Has Comments

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In our Multiple-Choice example before, our Main Code was pcon and our Option codes were pcon_Watch person, pcon_Barriers and pcon_Warning signs. Our Questions details would look like this:

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Testing the Form Using the Ascora Mobile App

To test the Form, log in to the Ascora Mobile App on your phone or tablet. It is important to work through the form in its entirety to ensure every field is configured and working correctly and also to ensure the final outputted form is correctly formatted. The screenshots below are based on the iPad version of the Ascora Mobile App.

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