Getting started with the XForms Cx mobile app
Download the XForms Cx app from your device’s app store
Login using your credential
Menu items
Devices: Tap to search for a specific device that is ready to be tested/commissioned
Forms: When forms are completed/submitted, they will appear here
Punchlist: Tap to view punchlist items or to start a new (generic) one
Select a Project: Toggle between projects by tapping here
Sync Offline Data: Tap here to download info prior to entering an area with no cell/wifi coverage
Clear Offline Data: Tap here to clear old form templates/download fresh copies
Hidden trick: if you experience a sync issue, tap on the XForms logo to pull up a sync log and then tap on the “send” button to send to us for debugging
Pick your project
Tap on a system to view devices assigned to that system
Tip: The % value on the far right of each system denotes the % complete to date for that system
Tap on ‘Device Types’ on bottom of screen to view devices grouped by type
Tap on ‘Devices’ to search for a specific device by tag #, etc
Tip: You need to enter at least 3 characters into the search bar to start searching for your device
Tap on a system to view devices assigned to that system
Tap on a device to view the device info and its assigned forms
Tap on the Forms icon to view the Device’s assigned forms
TIPS
- Green color means that the form has already been completed. Orange means the form has been started and saved as draft. Black means the form has not been started.
- The % weight for each form is provided in parentheses next to each form name. The % Complete at the top of the screen is the overall % complete for the device.
Tap on a specific Form to load it into the Form Editor
Scroll down the form and fill it out as needed
Take photos when needed
TIP
- The “Take Picture” button will reduce the photo size automatically, which helps with form upload to the server; whereas the “Photo Library” button will load a photo in full resolution, which may cause issues when submitting a form that has a lot of photos attached to it.
Add a caption to your photo
Tap on the photo to draw on top of it (to point out something)
TIPS
- The thick brush is easier to see on top of the drawing
- The eraser will erase all the draw markings at the same time
Sign the form
Sync offline data (offline mode)
Use this feature before traveling to an area with poor or no cell coverage
Forms Screen
Tap here to view submitted forms
Edit a submitted form
Punchlist items
Add a new punchlist record
Want to learn more?
Click/tap the button below.