Mobile Forms For Data Collection In The Field

Create custom mobile forms to accompany inventory transactions and fill them out in QR Inventory smartphone application

Mobile Data Collection In The Field Using QR Inventory Smartphone Application

How you can create custom mobile forms and collect data in the field using QR Inventory application for iOS and android mobile devices.
QR Inventory allows you to create custom mobile forms to collect data for different types of inventory transactions. You define what data do you want to collect, if any, via the admin web dashboard. Once you do it, QR Inventory mobile application will have a form for your employees to fill out when they perform inventory or asset transactions in the field. The collected data become a part of the transaction record - you can access them via reports and search by these data to find the exact information you need (for example all materials that were used for a specific job).

Mobile Data Collection And Mobile Forms

How do I define what data we want to collect? Can we collect different data based on the inventory transaction type?

You define what data to collect using Transactions: Trackable Properties link in QR Inventory web dashboard top menu. When creating a field to enter additional information, you will specify for which inventory transactions this field is valid. Some transactions may have a specific set of fields, while other fields may be applicable to all transactions.
You will also be able to specify data type for the field (date, number, text, image or scan). For image fields, a user will be able to take a photo which will become a part of transaction (for example, to document equipment conditions upon return). For scan field, a user will be able to scan in value instead of entering it manually.
You can also define if user should enter a value in the field, or select from the list.

How do I create mobile forms to collect data on my assets without performing any transactions (for example filling out a quality control form or record a maintenance)?

For this you will need to use QR Mobile Data application, which is fully compatible with QR Inventory. It will allow you to create custom mobile forms (such as quality control, maintenance, service, damage report, etc.) that your employees will be able to fill out on a smartphone.

How do I make transaction properties / custom fields to display in a specific order?

Transaction properties and custom fields are displayed in alphabetical order. In order to force a specific order, use a number prefix in front of the field name, for example:

  • 01. Street Address
  • 02. City
  • 03. State
  • 04. Zip
  • 05. Phone

I want to collect some data for the entire transaction, and some for each item in the transaction. How do I do this?

There is a Level field that allows you to do this. Set Level to Transaction Level for the fields that need to be filled out once for an entire transaction. Set Level to Item Level if you want the field to be filled out for each item in the transaction. For example, job number can be a field that will be the same for an entire transaction, but if you want to include notes field where an employee will enter item conditions, this field should be filled out separately for each item in the transaction.

Mobile Data Access

How can I access asset or inventory information in the field?

Select Item Details button, then scan QR code on the item for which you want to access information. Select Check Stock button, then scan QR code in order to check stock in all locations. If item for which you want to check stock is not in front of you, use keyword search to find the required inventory item.

QR Inventory Tour Part 4