
Digitize checklists and forms
Why do companies need checklists and forms?
Contents
- Types of forms
- Advantages of digitization
- Flexibility
- Procedure for digitization projects
- Mobile devices
- Additional benefits of digitization
- Formats of storage in backend systems
- Creation of digital forms
- Avoiding incorrect entries
- Layout of digital forms
- Distribution of digital forms
- International deployment
- Required knowledge
- Tool selection
- Additional information
There are many different checklists and forms in the service and maintenance processes of companies. They document inspections as well as verifiable services. Drivers are either legislators and customers or internal service management, quality assurance or controlling.

What types of checklists and forms are there?
Essentially, there are two types of forms: those that serve as pure proof of an activity such as a review, and those that trigger a follow-up process in the business. Depending on the company and industry, there can be as many as hundreds of these types in the service or maintenance area of a company. These include, among other things, maintenance checklists, status assessments or functional tests of plants or checklists for technical objects. The condition assessment of third-party systems, in order to create an offer for maintenance or plant improvement, can be completed in a form.
What are the benefits of digitizing forms and checklists?

How flexible are digital forms?
How should a company proceed when digitizing paper forms?
Which mobile devices are suitable for filling in digital forms?

What additional benefits do digital forms offer?
In what format are the contents or results of checklists stored in backend systems?
How can checklists or forms be created?
How can companies create intelligent forms to prevent erroneous entries and thus incorrect postings and cancellations in the backend system?

What should be considered regarding the layout of digital forms?
The digital form that the technician fills differs from the final PDF form for the customer, which is subject to regulatory compliance or CI compliance depending on the industry and the organization. The editing view is designed to provide a user-friendly, clear and fast input, in which the layout plays a minor role.
To create the layout of the PDF forms, companies can usually resort to a standard design or customize it. With a designer tool, text fields, graphics or tables can be dragged and dropped and formatting done. To adapt to the corporate design of a company, logos and other graphic elements can be easily integrated into the document. Companies can therefore use a paper form as a template in the graphical tool to create the digital version.
What should be considered in the electronic distribution of checklists and forms?
What should companies consider when rolling out digital forms internationally?
What skills do you need for creating digital forms?
How can companies find the right tool for creating digital forms?
More information
Related articles
Customers and references of mobileX
Numerous middle-sized companies and large enterprises from the manufacturing industry, energy supply, healthcare, facility management, IT and telecommunications use our field service management and mobile solutions worldwide.