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Capture

Capture is the screen where answering happens. Every answer saves the moment it is given — no Save button, nothing to lose if the phone dies.

Capture takes the whole screen, under a petrol bar: the back arrow (Leave — everything is saved, you will pick up here), then, on a phone, the page name (the template’s, if it has a single page); on a large screen, the template and the site, “Kitchen check · Corbas workshop”. Then come the sync indicator, and ⋮ for the options. A reopened inspection picks up at its first unanswered question.

Capture on a computer: the plan on the left, the whole page in the middle, the flagged answers on the right

Two ways through the same answers:

  • One question — one question per screen, large, for your finger. This is the default on a phone. At the bottom: ‹ for the previous question, and Skip (or Next once the question is answered). On a phone, the plan sits between them (Plan · page 1 of 4, or Sections, Questions for a single-page template); on a large screen, it is already open on the left.
  • Whole page — every question of the page, to scroll through. An answered question folds into a line that carries its answer; tap it to reopen it. This is the default on a large screen. At the bottom, on a phone: Previous and Next page; on a large screen, the buttons carry the names of the neighboring pages (“Next page: Kitchen”). On the last page, Finish….

With a mouse, on a large screen, an unanswered choice question fits on one line, like an answered one: its label on the left, its answers as pills on the right — one click is enough. Only the current question opens up, with Photo, Note and Action. With a finger, on a phone as on a tablet, every question keeps its large buttons.

The ⋮ menu offers Show the whole page or One question at a time; on a large screen, the two buttons One question and Whole page also sit in the bar. The choice is remembered on this device.

One question at a time, on a phone

The whole page, on a phone

On a large screen — a tablet, a computer —, the inspection plan stays open on the left. On a screen at least 1,280 pixels wide, a column is added on the right: the flagged answers, each with Action created or No action yet, then Before finishing: the score on the answers given and Check and finish. What is still waiting reads in the plan, page by page. The keyboard works there too — the keyboard icon recalls its Keyboard shortcuts: the digits 1, 2, 3 answer, ↑ and ↓ move between questions.

On a phone, Plan · page 1 of 4 opens the plan; on a large screen, it stays open on the left. Each page shows its answer count and the sections it holds, with You are here on the current page. Tap a page to go there. For a single-page template, the plan lists its sections, or its questions if it has none: a skipped question reads Skipped, and you can come back to it whenever you like. At the foot of the plan, two buttons: Whole page (or One question) to change how you go through it, and Finish… for the Before finishing screen.

The inspection plan, on a phone

In “One question”, when a page is done and another one follows, a step takes stock: Page complete — or End of the page if skipped questions remain on it. It counts the answers, the flagged ones and the skipped ones, lists the Skipped questions to go back to them in one tap, and announces the Next page. Continue takes you there; ‹ (or Go back on a large screen) returns to the last question.

Each question type has its own gesture:

  • a choice — buttons up to six answers, a list with Search among… beyond that; when several answers are allowed, Confirm saves them together;
  • a number — the numeric keypad, then Confirm;
  • a date — Now, or Or another date;
  • a checkbox — Check, or Continue without checking;
  • an instruction — to read, then I’ve read it, continue;
  • a text — typed, or dictated with the keyboard microphone;
  • a signature — drawn with your finger in the frame, then Save signature.

Skip is never blocked: a question set aside stays in the plan, and the Before finishing screen says what is still missing.

Under each question, three tools:

  • Photo — Add a photo, taken on the spot or picked from the library; Annotate the photo lets you draw on it: circle, arrow, write. A photo is attached as JPEG, PNG, WebP or HEIC — the formats of a phone camera; any other image (GIF, SVG…) is refused;
  • Note — the written context the answer lacks;
  • Action — create an action so the gap gets fixed.

Some answers are flagged by the template — a “Non-compliant”, for example, carries a flag. Once chosen, such an answer opens the Flagged answer panel under the question: it says what the answer requires (“This answer requires a photo.”) and offers Add a note and Create a corrective action, each marked Required or Optional. When a rule notifies someone, capture says so: Notification sent.

In “One question”, Continue, under the panel, waits for what the answer requires, and says what: “Add a photo to continue.” Next, in the bottom bar, stays free: an unmet requirement does not stop you from moving on. It will stop you from finishing, and Before finishing will bring you back to it.

Conditional logic reveals its questions as you go: answering “No” can bring up a follow-up question that did not exist a second earlier. It carries its reason, Because you answered “No”, and numbering and score adjust on their own.

The other way round, an answer can close the run. The Early end panel says so: “This answer ends the inspection: the following questions will not be asked.” Go to the end opens Before finishing; Correct the value goes back to the answer.

Some sections are filled in as many times as there are things to check: a fire extinguisher, a room, a vehicle. The template marks them Repeatable.

A repeatable section: two extinguishers, the second named “Local technique”

  • The section comes with one occurrence, answered like any other section.
  • Add “Extinguisher” opens another one, and you go to its first question. They are numbered in order: Extinguisher 1, Extinguisher 2…
  • The ⋯ next to an occurrence’s name offers Rename: a location or a serial number, since “Corridor B” reads better than “Extinguisher 2” in the report. It also offers Delete, which erases its answers, notes and photos. The actions born from it aren’t deleted: the report lists them under other actions. A repeatable section always keeps at least one occurrence.
  • After the last occurrence, a step sums the section up (“Extinguisher”, 2 times): each occurrence with its gaps and its unanswered questions, and Add “Extinguisher” to open one more.

The end of a repeatable section, on a phone

Each occurrence is filled in on its own: a required question is required in every occurrence, a demanded photo goes with the right one, and conditional logic only brings up the questions of the occurrence you are answering. The score adds up every occurrence. All of this also works offline.