Launching Forms from Equipment Profiles

🚀 Launching Forms from Equipment Profiles
 

📘 Overview

Ontraccr makes it easy to launch relevant forms—such as inspections, maintenance checklists, or service reports—directly from an equipment profile. This speeds up data collection and ensures the correct equipment is automatically linked to the form.

This article explains how mapped forms work, how to launch them on web and mobile, and what gets auto-filled when doing so.

📋 What Are Mapped Forms?

Mapped forms are forms that have been pre-associated with specific equipment types (via settings). Once mapped:

• They appear directly in the equipment profile
• They can be launched with one click
• The equipment is auto-filled into the form

See the “Forms Mapped to Equipment Types” article for setup instructions.

🖥️ Launching a Form (Web)

To launch a mapped form from a profile:

1. Open the Equipment Page
2. Click on an equipment profile
3. In the top-right corner, click the form icon
4. A list of pre-mapped forms will appear
5. Select a form and click Continue
6. The form will open with the equipment already filled in

📱 Launching a Form (Mobile App)

1. Open the Ontraccr app
2. Tap into an equipment profile
3. Tap the form icon in the top-right corner
4. Select the desired mapped form
5. Tap Continue
6. Fill out and submit the form

✅ Works identically to the web flow, optimized for field usage.

🧠 What Gets Auto-Populated?

When launching from an equipment profile:

• If the form includes an Equipment dropdown (Choose One or More → Equipment), it will be pre-filled with the current equipment
• Any custom fields captured in the profile (e.g., engine type, serial number) will auto-populate into the form, if the form includes those mapped fields

🧪 Use Case Example

Scenario: You have an Excavator type with a mapped form called Weekly Safety Inspection.

• A technician scans the QR code on-site
• The equipment profile opens on their mobile app
• They tap the form icon
• The Weekly Safety Inspection form is launched
• The excavator is auto-filled
• The technician fills out the checklist and submits