Audit Workflow Software

Get more actionable data from your audits.

FORM integrates with your current systems and tech stack to create dynamic forms that change to suit the task, user, and location at hand. With our audit solutions, your users in the field will always have access to powerful tools that help them clearly document issues, initiate immediate action, and supply valuable information to the back office.

Our responsive forms collect data, connect workers, and correct problems simultaneously. The moment a red-flag issue is uncovered, powerful workflows trigger alerts, assign tasks, and set deadlines for the right people. Meanwhile, real-time reports automatically filter submitted forms and provide insights into trending issues with breakdowns and cross-sections of your collected data.

With our advanced offline functionality, your field workforce can sync their User Portal while online, then take their forms offline until connected again. Form uploads, task statuses, and workflows wait for the first whiff of WiFi and automatically sync with the company server again.

When you make the switch to FORM, you’ll have the ability to gather deep insights drawn directly from real-time reports—data that’s guaranteed to be more accurate, up-to-date, and thorough than before.

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Accelerate & Automate Audits

Automate task management by setting up workflows that automatically assign follow-up tasks based on specific responses and form scores.

Conduct audits and inspections in half the time with digital checklists on mobile.

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Increase Safety & Compliance

Collect information more efficiently with custom logic that shows, hides, and prompts users according to your specifications.

Corrective actions and escalations are automatically launched with custom statuses, priority levels, and deadlines.

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Instantly Drive Corrective Action

Generate data-driven CAPAs in real-time with next steps and immediate corrections at the end of forms.

Manage resolution with custom workflows that automate email alerts, escalations, new task creation, and reassignment for total accountability.

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Gather Deeper Insights

Measure behavior against operational standards over time and instantly correct issues to improve safety and efficiency.

Create flexible reporting dashboards that can be customized and shared in minutes.

Start building smarter audits.

Additional Features

Discover the features and benefits of the app that reduces audit times by over 50%.

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Form Builder

Send tasks to the right person at the right place at the right time with our dynamic, low-code form builder.

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Tasks & Workflows

Choose from a variety of task types and use dynamic form logic and flexible workflows to drive the right action from anywhere.

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Mobile, Windows, Desktop App

Our app works on iOS, Windows, and Android devices.

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Offline Mode

Our offline-first forms can collect data, complete tasks, and more—even without a connection.

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Photo Capture & Markup

Capture images of maintenance or behavior issues, draw directly on the photos for clarity, and attach them to forms.

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Signature Capture

Confirm execuation and launch enterprise-wide approval chains directly from forms.

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Automated Email Alert

Customize automated email alerts with subject lines, content, and attachments unique to an individual or to a team’s role.

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Reporting Dashboards

Track KPIs and make stronger decisions with flexible, sharable dashboards updated in near real-time.

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Open API & Integrations

Use our open API to speed data flow into other systems of record, including data lakes for faster, better insights.

FORM OpX Mobile Operational Compliance Solution

Request a Demo

FORM provides purpose-built solutions configured to each customer’s specific needs. Book a demo with our team of experts to see how FORM can work for you.

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Book a Demo

Schedule a live demo to see FORM in action and learn how it can power productivity from the field.