Workflow & Stages: Multi-level form processes and colla\u00adboration for distributed teams<\/h1><\/div>Automate your documentation for tasks & assignments with content visibility depending on stages for different users and built-in workflows.<\/p>\n<\/div><\/div><\/div>
![\"HybridForms:](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/Header-Workflow-Stages-EN-60.png\" "\\"HybridForms:")
<\/span><\/div><\/div><\/div><\/div><\/div><\/div>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 \u2013 HybridForms as a framework for the development of mobile and secure form processes offers a range of functions for professional enterprise applications.<\/span><\/strong><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/i>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.<\/p>\n<\/div><\/div><\/div>
<\/i>Design automated form processes with HybridForms Workflow Stages<\/strong> \u2013 with integrated workflows and different user rights for each stage.<\/p>\n<\/div><\/div><\/div><\/div><\/div>Stages and role-based visibility of form content in processes<\/h2><\/div><\/div><\/div>![\"HybridForms:](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2023\/03\/HybridForms-Workflow-Stages-Flowchart-EN.png\" "\\"HybridForms:")
<\/span><\/div><\/div><\/div><\/div>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.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div>Use cases: Forms processes with integrated workflow & stages with HybridForms<\/h2><\/div><\/div><\/div>![\"Use](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2023\/03\/Stages-Einsatzszenarien-01.jpg\" "\\"Use")
<\/span><\/div><\/div><\/div>- <\/i><\/span>\n
Digital house handover:<\/strong> Secure documentation of all phases of a construction project from site evaluation to acceptance report by different teams\/groups<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Clinical drug trials:<\/strong> Mobile documentation during visits by healthcare professionals with multi-stage recording and review process<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Online crime reporting:<\/strong> Online criminal reports via public web client for anonymous users and subsequent internal qualification of data by police officers<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Mobile inspections of facilities:<\/strong> Step-by-step editing of a protocol by different teams with role-controlled display\/visibility of form contents<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Dynamic checklists in the field:<\/strong> Acquisition of data without media disruption with automatic dispatch of the protocol as PDF via e-mail to customers\/participants<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Multi-level planning and meeting protocol:<\/strong> Input and edit data with optimized collaboration from multiple departments<\/p>\n<\/div><\/li><\/ul><\/div><\/div><\/div><\/div>Secure team collaboration & transparent processes with automated workflow stages<\/h2><\/div><\/div><\/div>- <\/i><\/span>\n
Any number of stages:<\/strong> For workflows that require different users or user groups to contribute content to a form at different times, you can define different stages in the form template. You use stages to manage the visibility or accessibility of content in the HybridForms Client App.<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Integrated workflows:<\/strong> Complex processes should be mapped via individual workflows to make the form user-friendly. Workflow objects can be, for example, the sending of e-mails, PDF export of data or changes to the metadata of the form (e.g. the owner or the assigned group).<\/p>\n<\/div><\/li><\/ul><\/div><\/div>- <\/i><\/span>\n
ReachOut & Stages:<\/a><\/strong> External service portals with ReachOut and Stages work together perfectly. Only those form data are visible on the Internet that are actually authorized at this point. Example: A patient comes to the hospital for treatment, has already partially filled out an admission form at home \u2013 and the doctor now continues to work with it.<\/p>\n<\/div><\/li>- <\/i><\/span>\n
Form Template Stage Editor:<\/strong> Workflows and stages can be set up clearly and low-code with an editor in the HybridForms Administration App (see the two screenshots below with sample content). Alternatively, the definitions can also be created manually in a corresponding JSON file.<\/p>\n<\/div><\/li><\/ul><\/div><\/div>![\"HybridForms:](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/HybridForms-Workflow-Stages-Admin-EN-61.png\" "\\"HybridForms:")
<\/span><\/div><\/div><\/div>![\"HybridForms:](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/HybridForms-Workflow-Stages-Admin-EN-62.png\" "\\"HybridForms:")
<\/span><\/div><\/div><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2023\/03\/Logo-ELK-Haus.png\")
<\/a><\/span><\/div><\/div><\/div><\/div>Multi-stage form workflow at ELK Fertighaus<\/h2><\/div><\/div><\/div>ELK Fertighaus, a prefabricated house manufacturer operating throughout Europe<\/strong> 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 \u2013 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.<\/p>\nData entry with the HybridForms App<\/strong> takes place in a multi-stage process. Each user group only ever sees those form fields that are relevant to them \u2013 so the checklists remain clear. Functions such as mobile photo documentation<\/strong><\/a> and the signing of completed reports<\/strong><\/a> by customers, site managers, or lot leaders directly on the device support the teams in their work on site \u2013 mobile, structured, and without media breaks.<\/p>\nInterfaces to third-party systems<\/strong> 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.<\/p>\n<\/div><\/div><\/div>
Automate your documentation for tasks & assignments with content visibility depending on stages for different users and built-in workflows.<\/p>\n<\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div><\/div>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 \u2013 HybridForms as a framework for the development of mobile and secure form processes offers a range of functions for professional enterprise applications.<\/span><\/strong><\/p>\n<\/div><\/div><\/div><\/div><\/div> 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.<\/p>\n<\/div><\/div><\/div> Design automated form processes with HybridForms Workflow Stages<\/strong> \u2013 with integrated workflows and different user rights for each stage.<\/p>\n<\/div><\/div><\/div><\/div><\/div> 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.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div> Digital house handover:<\/strong> Secure documentation of all phases of a construction project from site evaluation to acceptance report by different teams\/groups<\/p>\n<\/div><\/li> Clinical drug trials:<\/strong> Mobile documentation during visits by healthcare professionals with multi-stage recording and review process<\/p>\n<\/div><\/li> Online crime reporting:<\/strong> Online criminal reports via public web client for anonymous users and subsequent internal qualification of data by police officers<\/p>\n<\/div><\/li> Mobile inspections of facilities:<\/strong> Step-by-step editing of a protocol by different teams with role-controlled display\/visibility of form contents<\/p>\n<\/div><\/li> Dynamic checklists in the field:<\/strong> Acquisition of data without media disruption with automatic dispatch of the protocol as PDF via e-mail to customers\/participants<\/p>\n<\/div><\/li> Multi-level planning and meeting protocol:<\/strong> Input and edit data with optimized collaboration from multiple departments<\/p>\n<\/div><\/li><\/ul><\/div><\/div><\/div><\/div> Any number of stages:<\/strong> For workflows that require different users or user groups to contribute content to a form at different times, you can define different stages in the form template. You use stages to manage the visibility or accessibility of content in the HybridForms Client App.<\/p>\n<\/div><\/li> Integrated workflows:<\/strong> Complex processes should be mapped via individual workflows to make the form user-friendly. Workflow objects can be, for example, the sending of e-mails, PDF export of data or changes to the metadata of the form (e.g. the owner or the assigned group).<\/p>\n<\/div><\/li><\/ul><\/div><\/div> ReachOut & Stages:<\/a><\/strong> External service portals with ReachOut and Stages work together perfectly. Only those form data are visible on the Internet that are actually authorized at this point. Example: A patient comes to the hospital for treatment, has already partially filled out an admission form at home \u2013 and the doctor now continues to work with it.<\/p>\n<\/div><\/li> Form Template Stage Editor:<\/strong> Workflows and stages can be set up clearly and low-code with an editor in the HybridForms Administration App (see the two screenshots below with sample content). Alternatively, the definitions can also be created manually in a corresponding JSON file.<\/p>\n<\/div><\/li><\/ul><\/div><\/div> ELK Fertighaus, a prefabricated house manufacturer operating throughout Europe<\/strong> 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 \u2013 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.<\/p>\n Data entry with the HybridForms App<\/strong> takes place in a multi-stage process. Each user group only ever sees those form fields that are relevant to them \u2013 so the checklists remain clear. Functions such as mobile photo documentation<\/strong><\/a> and the signing of completed reports<\/strong><\/a> by customers, site managers, or lot leaders directly on the device support the teams in their work on site \u2013 mobile, structured, and without media breaks.<\/p>\n Interfaces to third-party systems<\/strong> 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.<\/p>\n<\/div><\/div><\/div>Stages and role-based visibility of form content in processes<\/h2><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div>Use cases: Forms processes with integrated workflow & stages with HybridForms<\/h2><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div>Secure team collaboration & transparent processes with automated workflow stages<\/h2><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/span><\/div><\/div><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/div>Multi-stage form workflow at ELK Fertighaus<\/h2><\/div><\/div><\/div>
![\"Multi-stage](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/HybridForms-Workflow-Stages-ELK-60.png\" "\\"HybridForms:")
<\/span><\/div><\/div><\/div><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/11\/Logo-KKL-60.png\"){kind=logo}
<\/a><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/Logo-Polizei-Saarland-60.png\"){kind=logo}
<\/a><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/Logo-DMFG-Deutsche-Funkturm-60-1.png\"){kind=logo}
<\/a><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/Logo-ASFINAG-60.png\"){kind=logo}
<\/a><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/Logo-Meduni-Graz-60.png\"){kind=logo}
<\/a><\/div><\/div><\/div>![\"Logo](\"https:\/\/www.hybridforms.net\/en\/wp-content\/uploads\/sites\/3\/2024\/07\/Logo-ELK-60.png\"){kind=logo}
<\/a><\/div><\/div><\/div><\/div>