Workflow & Stages: Multi-level form processes and collaboration for distributed teams
Automate your documentation for tasks & assignments with content visibility depending on stages for different users and built-in workflows.
With HybridForms’ integrated Stages Workflow, you can automate even highly complex processes for mobile data capture and documentation in a user-friendly and powerful way. Be it the collaboration of different users and groups on one form, different visibility of content depending on roles, definition of conditions and related actions, customizing and individual adjustments – HybridForms as a framework for the development of mobile and secure form processes offers a range of functions for professional enterprise applications.
When documenting complex operations by different users/teams, it is critical to be able to track the progress of tasks and ensure that data collection is performed correctly for each phase.
Stages and role-based visibility of form content in processes
Stages are mainly about visibility per stage. In this example graphic, for example, the fitter is only allowed to see and edit part of the form content. The office staff is allowed to edit all data entered by the fitter, but only has read access for the contract data.
Use cases: Forms processes with integrated workflow & stages with HybridForms
Secure team collaboration & transparent processes with automated workflow stages
Multi-stage form workflow at ELK Fertighaus
ELK Fertighaus, a prefabricated house manufacturer operating throughout Europe and headquartered in Lower Austria (Austria), uses HybridForms for the documentation of various processes, such as house handovers. The process of each construction project is mapped in up to 13 stages – such as customer data, the inspection of the access road to the planned construction site, various acceptances (such as basement/floor slab, ready-to-surface house, turnkey house) up to the completion of the construction project. Granular authorizations regulate the read and write access of the different user groups (like assembly teams or site managers) for each individual stage. Actions such as exporting interim reports as PDFs or sending automated e-mails to the respective customer with PDF attachments are executed in certain stages via integrated workflows.
Data entry with the HybridForms App takes place in a multi-stage process. Each user group only ever sees those form fields that are relevant to them – so the checklists remain clear. Functions such as mobile photo documentation and the signing of completed reports by customers, site managers, or lot leaders directly on the device support the teams in their work on site – mobile, structured, and without media breaks.
Interfaces to third-party systems at ELK enable the import of data and the automated pre-population of fields (such as customer data) when creating a form for a new construction project, as well as the export of all recorded data after completion of the project for internal filing, quality management and further evaluations.
Workflow Stages with HybridForms – your advantages at a glance
Set up any number of workflow stages – customized processes for optimized data capture and transparent documentation.
Linking stages with workflows – automated actions such as PDF export of captured data, sending notifications via e-mail, activating kiosk mode.
Secure multi-stage processes – definition of conditions, continue/return interaction between stages, different rights for users and groups in individual stages, etc.
From our customer list
