Use workflow when the job has several steps or handoffs
A stand-alone mobile form fits a task one person completes in one sitting. Use workflow when a project spans several steps, days, or workers and each handoff needs its own status and records.
Use one form for a simple job
A stand-alone mobile form fits a job one person can complete in one sitting. A service technician can fill out a repair ticket, an inspector can record a condition check, or a worker can submit a field report without setting up a larger process.
The submitted form becomes the job record. Authorized office staff can find it, review it, and use the supported report options.
- One person
- One sitting usually fits a stand-alone form for a discrete job.
- Several workers
- Several steps usually fit workflow with status and handoffs.
Use workflow for multi-step work and handoffs
Workflow fits a project or process that runs for several days, crosses several work areas, or moves between field workers and office staff. Define the steps the team already follows, the person or role responsible for each step, and the status that tells everyone what happens next.
A dispatcher or administrator can start the job and prefill known information. Workers complete their assigned forms on a phone or tablet. Office staff can review a submission, complete office-only fields, return a form for correction, or move the job to the next configured step.
Build one form for each work step
Each step can have the form that matches the work at that point. A construction project may move from site preparation to installation, inspection, testing, issue correction, and closeout. A production batch may move through operations, quality checks, and packaging.
Workers see the information and form available for their step instead of one oversized form for the whole project. The submitted record shows what was entered, who handled the step, and when it was recorded.
- 01Project or batchStart with the job, work order, site, equipment, or production item.
- 02Step formGive the assigned worker the fields needed for the current work.
- 03Submitted recordKeep the answers, scans, notes, photos, and sign-off.
- 04Status and handoffShow the configured next step, review, or correction.
- 05HistoryReview the submitted work across the project or process.
Keep status, history, and inventory references with the project
Authorized users can review the available current status and submitted history for the project or process. Search and report options depend on the objects, steps, forms, and fields configured for the organization.
QR Mobile Data and QR Inventory can be used around the same project. Configured project or workflow fields can carry inventory references, lot numbers, or item details. QR Inventory remains responsible for stock quantities and movements; a workflow form entry does not by itself update inventory.
Questions from the job
Frequently asked questions
When should I use workflow instead of one mobile form?
Use one stand-alone form when one worker can complete the task in one sitting. Use workflow when a project or process spans several steps, days, workers, reviews, or handoffs.
Can mobile forms be used without workflow?
Yes. A mobile form can be used by itself for a service record, inspection, condition report, or other discrete job. Add workflow only when the work needs defined stages or handoffs.
Can workflow records connect with inventory data?
QR Mobile Data and QR Inventory can be used around the same project. Configured project or workflow fields can carry inventory references, while QR Inventory remains responsible for stock quantities and movements.
Talk through the work
Ask about your job steps and handoffs
Tell us what your crew needs to capture. We will help map the current process and the next practical step.