New Feature: Manage Forms using Folders and Run Track & Trace Reports
New Feature: Manage Forms using  Folders and Run Track & Trace Reports
Product Updates
New Feature: Manage Forms using Folders and Run Track & Trace Reports
Our latest release gives you the ability to keep your form templates more organized and get new traceability insight through new reporting features.
March 4, 2021

Our latest release gives you the ability to keep your form templates more organized and get new traceability insight through new reporting features.

Manage Forms into Folders

Organizing your form templates into folders allows you to group similar forms into their respective folder to make it easier to find when viewing your list of form templates. Below is a quick tutorial on how you can create and manage your form templates into folders.

We hope that with the introduction of form template folder management, you can now easily navigate through forms and manage them more effectively. 

Run Traceability Reports

When performing inspections and audits to improve quality, one of the most important questions you might have is, "Which parts inspected have been affected by this newly identified defect?". Identifying and tracing quality defects is where WorkClout traceability reports can be beneficial. You can now run, and export custom traceability reports from your inspections to identify affected parts and improve quality management. Setting up your form templates to start capturing useful traceability data can be done in 3 easy steps.


Step 1 - Create and add Admin Keys onto form fields

The first step to effective traceability is to ensure that WorkClout can identify the form fields that contain the form data using unique Admin Keys. Admin Keys are used to store and reference data throughout WorkClout, which includes traceability reports. The best way to create an easily identifiable admin key is to relate the admin key to the data collected. Below is a tutorial on how to create effect admin keys.

Note: Admin Keys created, edited, or deleted are versioned along with the rest of the form template.


Step 2 - Capture form data using inspections

The second step to setting up traceability is to perform inspections using the form templates containing the form fields with unique admin keys. Performing these inspections will allow WorkClout to track and trace form data that is collected over time.


Step 3- Run Traceability reports using Admin Keys

Now that you have completed multiple inspections using form templates with unique admin keys, you can run insightful traceability reports. To run a custom traceability report, go to Analytics > Traceability and select your parameters. Below is a tutorial on how to get run traceability reports.

Lastly, you can filter by custom date ranges on the report page and export the traceability report as a .csv file for reference.

We hope that by introducing Admin Keys and Traceability Reports, you can quickly identify and trace quality defects back to their source with little effort.

Note: Traceability reports can only track using the fields defined below.

  • Checklist
  • Single Select
  • Multi-Select
  • Single-Line Text
  • Multi-Line Text
  • Number

We plan on releasing the ability to track additional fields in a future update.

Other Updates

We've made also made several small updates to improve your overall experience on WorkClout.

  • Performance enhancements! Inspection pages now load faster and quicker on our web and mobile apps.
  • You can now filter your inspections by linked Assets and Documents.
  • When performing an inspection, the form data will automatically save upon leaving the page on our web and mobile apps.

illustration of person performing an inspection using a tablet on WorkClout.
Try WorkClout free today. No credit card required.
Get control of your quality. Get results 10x faster.