Introduction to Templates

Welcome to Obzervr! If you're new to our platform, you may not be familiar with how our smart inspection forms can streamline your business process and replace paper forms. Luckily, we have an easy way for you to build forms that can be used on the Obzervr Capture app. With this method, you can say goodbye to paper forms and say hello to digital efficiency.

So why should you convert your paper forms to Obzervr templates?

Flexible, easy-to-build templates

Work Templates

Streamline your workflow with Obzervr's customizable templates and effortless editing features. 

• Customize your forms to align with your maintenance strategy.
• Easily create, edit, and update your forms with our drag-and-drop interface.

Data types

There are lots of data types to choose from! Use checkboxes, numbers and more data types in your templates like you would on a paper form.

Standardization

Fragment Templates

Sick of updating the same checks across multiple forms?

Obzervr's Work Designer simplifies this process by allowing you to create Fragment Templates for frequently used checks, which can then be easily reused across all your forms. Any updates made to the Fragment Templates can be applied to all forms simultaneously.

Workflow Management

Make your forms compliant with workflow management!

Preliminary Groups

Automatically lock and unlock a form once prerequisite safety steps are completed with preliminary groups. 

Mandatory Fields

Ensure that all critical checks are filled out before the worker can submit the completed form with mandatory fields.

Template Groups

Prevent unauthorised updates to your forms with template restrictions.

Proactive and Transparent

Ensure optimal performance with Obzervr's real-time notifications and measurement tools, which can be easily set up to help manage your operations and identify critical issues.

Exceptions

Set up tiered alerts and notifications to manage exceptions proactively.

Ranges for numeric fields

Define upper and lower acceptable limits for numeric fields to improve data quality.

Field History

Integration

Connect with ERP systems like SAP and Pronto to replace the paper-based part of the work execution process. The benefit? All work is automatically completed, notifications are raised (with photos) and breakdown work is entered. 

Powerful

Unlock the power of data with Obzervr's intelligent conditional logic. 

Calculations using Conditional Logic

Build in calculations to the form to automatically determine values.

Show-and-hide using Conditional Logic

Create show-and-hide forms so that workers are focused on the task at hand. 

Conditional Logic & Mandatory Fields 

Set up conditional logic with mandatory fields to dynamically make subsequent fields mandatory.

Conditional Logic & Exceptions

Automatically raise exceptions from a previous field’s input with conditional logic.

Conditional Logic & Integration

Embed your business logic validations into the form itself to improve the data sent to your ERP. 

Capture add-ons

Let’s not forget that the app itself has features to improve forms beyond work templates!

Comments

Don't worry about configuring a Comments box on the form - workers can record comments as a default. 

Photos

Encourage workers to take photos so you get all the information you need. 

Feedback

Keep forms up to date with feedback from the people using them.

What’s Next?

Here are some other resources to help you learn more about Obzervr:

• Getting Started with Templates
• How to create a work template