Configurable capture
Custom forms help capture inspection, assessment, safety, field or approval data according to the client process instead of forcing teams into generic forms.
Dynamic field, inspection and approval data capture
Custom Forms Engine
Use configurable forms for inspections, safety records, approvals, service intake, HSE forms and field checklists.
Approved
Custom Forms EngineConnected business operations
Design formAssign to workflowCapture responseValidateTrigger actionReport submission
Strategic role
Captures structured operational data where standard tickets are not enough.
Custom Forms Engine gives organisations a practical control layer for daily work. It is designed to help business users replace scattered updates with structured ownership, reliable visibility and management-ready information.
Business control objective
The capability is written for decision-makers who want ownership, visibility, follow-up discipline, faster decisions and reduced dependency on scattered spreadsheets, emails and informal messages.
Operating impact
It connects the work performed by users with dashboards, reports, approval paths and accountable record ownership, so management can see what is pending, delayed, completed or escalated.
Detailed capability
What this capability does for the business
Each function below is translated into operational value and client-facing meaning.
Dynamic Fields
Capture text, date, numbers, lists, attachments and signatures.
Safety Forms
Create structured HSE forms and list views for compliance operations.
Validation
Require mandatory data before workflow movement.
Auto Ticketing
Generate corrective tickets from failed checks or submissions.
Mobile Evidence
Attach geolocation, images and file evidence from field teams.
Versioned Templates
Maintain form changes without losing historical submissions.
Workflow
How work moves through this capability
The flow shows ownership and visibility from setup to management reporting.
Design form
Assign to workflow
Capture response
Validate
Trigger action
Report submission
Management visibility
KPIs, reports and connected systems
KPIs
- Form completion rate
- Failed checks
- Corrective actions
- Missing evidence
- Submission ageing
Reports and views
- Safety Forms List View
- Inspection reports
- Corrective action report
- Data completeness report
Integration touchpoints
- Ticket Manager
- Safety Compliance
- Asset Maintenance
- Mobile app
Client outcomes
Business value delivered
Replace paper and spreadsheets
Improve field-data quality
Turn captured data into immediate action
Connected CRM areas
Related capability pages
Asset & Maintenance Management
Asset lifecycle, inspections and preventive maintenance
View related capabilitySafety & Compliance Management
Incident reporting, safety audits and corrective action
View related capabilityWorkflow Management Engine
Core orchestration layer for automation and process standardisation
View related capabilityProject & Field Operations
End-to-end planning, execution and field control
View related capabilityNext step
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