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Getting started with Lucidity InForm
Who is this article for?Users who want to get started with Lucidity InForm.
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Lucidity InForm is a versatile and powerful form-building solution that empowers organisations to create, manage, and analyse custom forms for various business needs. This article introduces the comprehensive tool, highlighting its flexibility in form design, seamless integration with other Lucidity modules, and robust features for data collection and analysis, all while ensuring accessibility across devices and user-friendly operation through both web and mobile platforms. Please see Further reading for more information on Lucidity InForm.
1. Introduction
Lucidity InForm is a powerful yet user-friendly form building tool that enables the creation of custom-designed forms, which can be published to form groups and completed by users with appropriate login permissions. It offers flexible and comprehensive form designs, accessible on any device for both online and offline completion.
The system supports notification alerts, integration with existing assets in the Lucidity Asset module, and provides in-system reporting and dashboards for detailed data analysis. Clients can create various forms, including inspections, pre-start checklists, HR forms, and meeting minutes, using an extensive range of fields. Form groups control end-user access and visibility. Lucidity InForm is also available via the Lucidity App, allowing users to create, edit, email, and delete (depending on permissions) form records on mobile devices.
Email notifications may be sent automatically from the InForm module and can be viewed from the Notifications tab within Lucidity Access.
2. Further reading
- Managing InForm access roles
- Navigating the InForm features
- Reporting from the form record page in InForm
- Editing and copying form records in InForm
- Viewing and creating form records in InForm
- Using form records in InForm
- Printing InForm PDFs
- Copying forms and managing version control in InForm
- Editing and publishing forms in InForm
- Configuring public forms in InForm
- Archiving, unarchiving and deleting forms in InForm
- Configuring inline comments in InForm
- Adding, editing and deleting form groups in InForm
- Using SWMS and pre-starts in InForm
- Assigning forms for completion in InForm
- Designing and creating a new form in InForm
- Creating a new form in InForm
- Using InForm configurable attributes
- Configuring a conditional display in InForm
- Configuring columns in InForm
- Configuring approval workflows in InForm
- Using InForm email form records
- Configuring auto-population and score data