Forms

Forms are customizable sets of fields that drivers and other customer users fill in from the field. Instead of paper records, you collect structured data in the app: yes/no checks, choices from a list, text and number entries, photos, comments, and an electronic signature.

Use forms for any process that needs a repeatable, time-stamped record: vehicle inspection forms and handovers, delivery and job confirmation, incident and damage reports, compliance records, or regular readings such as odometer and fuel level.

This section describes the tasks based on your role within the platform.

Service provider:

• Create form templates
• Configure automatic assignment of forms
• Add form-related tabs
• Configure form-related widgets

Customer manager:

• Manually assign forms
• View assigned forms
• View submitted forms
• View form reports

Customer driver:

• View and submit forms
• View submitted forms

Customer user:

• View and submit forms
• View submitted forms

Once the module is enabled, the Forms functionalities are accessible for the selected customer.

Features in Wialon Platform Studio become available automatically. Features in Wialon Platform FleetSpace must be added and configured manually.

• Tabs: Forms in customer details
• Automations: Form assigned, Form overdue, Form rejected, Form with failed check
• Action templates: Create a form

• Sections: Assigned forms, Submitted forms
• Widgets in the device and driver list: Assign form, Form status (cell and chip)
• Widgets in the device and driver details: Assign form, Form status (cell and chip), Assigned forms, Submitted forms
• Widgets on the Dashboard: Form overview, Failed forms by type, Failed forms by vehicle type, Vehicle form results, Failed forms over time. See Form-related widgets on the Dashboard.
• Reports: Forms

• Tabs: Forms (current form assignments and form submission history)