Start a form for any custom process configured in a Lighthouse, Cube, Quartz or Telco subscription. Just find the form you need from the list, tap it, and enter the information. Start and complete forms even when no Internet connection is available, they are automatically uploaded to your subscription when the connection is restored.
TABLE OF CONTENTS
- Download iOS or Android Offline App
- Signing In and Synchronizing Data
- Starting a Form
- Saving a Form in Draft
- Adding a Photo to a Form
- Adding Signatures
- Ready to Submit a Form
- App Menu
- Forms Menu Tabs
- Sent Forms Filter
Download iOS or Android Offline App
Choose from the links below to install the app for your subscription:
If the above links do not work, you may search for them by name on your device's App (iOS) or Play (Android) store.
Permissions: You will be asked to provided access to location and photos/media/files. Please accept, this will be necessary for forms that ask for location or where you need to include photos.
Signing In and Synchronizing Data
Open the app and you will be directed to the sign in page. Enter the Username and Password that you use to sign in to the web version of the application.
Once you have signed into the App, you will land on the Synchronize Data page – allow for the full sync to occur.
Plan ahead: You must be connected to wifi or cellular service to sync data. If you know you are going to be out of cellular or wifi range when you need to create forms with the app, sign in and sync before you leave the service area for the app.
Once the full sync finishes (all boxes are green with a check), tap on the x icon on the top left of the screen.
You will be immediately taken to the Forms >> Start a Form screen.
- Process list. Tap any of these to start a form for that process.
- App menu. More info here.
- Forms menu tabs. More info here.
Starting a Form
From the Start a Form screen, you can start any form that you need by tapping on on the process name.
At this point you can start entering information in the fields. Tap on each field to enter the information.
Saving a Form in Draft
If you ever need to leave the form or want to save it as a draft to complete later in the day, tap the back arrow icon on the top left of the screen. This will keep your form as a Draft.
To find your Drafts, tap on the Drafts tab at the bottom of any screen in the forms section.
On the Drafts tab any forms that have not been submitted will appear here.
Adding a Photo to a Form
While in the form, tap on Images icon on the bottom of the screen.
Tap on the + icon on the top right of the screen to add an image.
You have the choice to Take a Photo or Choose from a photo already in your gallery.
Once you have selected or taken the photo, you are able to add a description if desired. Once done, tap the back arrow icon on the top left.
- You can add additional photos using the + icon.
- Tap the x icon on the top left once you are finished adding all photos required.
Adding Signatures
If you have a form that requires signatures (yours or any others), tap on the Signatures icon on the bottom right corner.
Tap on the + icon on the top right to add a signature, enter the name of the person signing and then type your name to autogenerate a signature or sign in the designated box and tap the checkmark icon in the upper right.
You can add more than one signature (for example if you need signatures for attendance).
Once you have captured all signatures, tap the x icon in the top left.
Ready to Submit a Form
When you're ready to submit the form, tap the send icon in the top right corner.
If you have any required fields that are missing information, the app will let you know at this time.
Once you have ensured the proper fields and information has been filled out, tap on the paper plane icon to submit.
If you are not connected to wifi or cellular service when you submit the form, the app will let you know. It will still show in the Sent screen but is considered pending and you can no longer make changes to it. As soon as you are connected, the form will be sent and delivered to the web version.
If the form is set up to share a printable version, you will see a share button beneath your sent message.
This functionality is called Quick Share.
App Menu
Forms – Where you will spend most of your time using the app, from here you can start and send forms as well as viewing any offline forms that have been configured for access by the app.
Synchronize Data – The app will sync each time you sign in. If you do not sign out on a regular basis, it is recommended that you sync the app daily to make sure that you have the most up to date information from your subscription.
To sync your app, tap on the circular arrow icon on the top right corner. The app will also let you know when you need to sync (ie if there are changes in the web version that your app does not have).
About – this tells you information about the app, such as version and your version history. This information is important if you run into issues with the app and need to reach out to support.
Forms Menu Tabs
Start – A list of processes the have been configured to be started in the app. This is the default screen shown after the sync screen is dismissed. See Starting a Form.
Drafts – Where forms that you have started in the app and are still working on or not ready to submit are held.
Sent – A listing of forms you have submitted since your last login (Sent), forms that are waiting until you are connected to wifi or Cellular service to submit to the web version (Pending) as well as any forms that could not be successfully submitted to the platform (Error).
Offline Forms – If your company has forms that you need access to when you are not connected such as Training records, Safe Work Procedures or Policies they will be found here.
Sent Forms Filter
You may filter the list by the different send statuses by tapping the buttons with corresponding status labels at the top of the screen.
