To create a form, log in to the DataScope Web Portal with your username and password.
Once inside, go to Forms. From there you can get started in different ways:
1. Create a form from scratch
Click Create to start a form from scratch.
Then:
Enter the form's name.
Add the questions you need.
Configure each question based on the information you want to collect.
Organize the questions and sections according to your process's flow.
Click Save to save your changes.
💡 Recommendation: before you start, think about what information you need to collect and what the user should do at each stage of the process. This will help you better define the questions and the order of the form.
2. Use a template
If you want to get started faster, you can use one of DataScope's pre-designed templates.
Templates are available for different use cases, such as inspections, work orders, surveys, and more.
👉 Learn how to use a template in How do I import a form template?
3. Create a form with AI
You can also use the AI Form Generator to create a first version of your form from a description or a PDF file.
For example:
"Vehicle inspection checklist with photos and signature"
The AI will generate an initial structure that you can then review and edit from the Form Builder.
👉 Learn more in How to create forms with AI in DataScope.
🛠 What can you configure in your form?
Once your form is created, you can adapt it to your process using the different question types and features available in DataScope.
For example, you can add:
Text questions
Number
Date and time
Photos
Signature
Scanner
Data lists
Files
Conditional questions
Repeatable question groups
And much more
Each question type has different configuration options so you can adapt the form to your needs.
👉 Check out Type and use of questions in DataScope to learn about all the available options.
👥 Who can create or edit forms?
Only users with administrator permissions or enabled access to the Form Builder can create and edit forms.
If you can't access these options, check with your account administrator to review your permissions.
👉 Learn more about how to manage user permissions.
📋 What type of processes can I digitize?
You can use DataScope to create forms for practically any process you need to digitize, for example:
Inspections
Work orders
Quality checklists
Certifications
Quotes
Surveys
Incident reports
Attendance tracking
Audits
And much more
The flexibility of the Form Builder lets you adapt the structure and questions to the needs of each process.
✅ What to do next?
Once your form is created and configured, we recommend:
Review the form to make sure the questions and settings are correct.
Test it from the mobile app or the web platform.
Create the users who will answer the forms.
Start collecting information from your operation.
🚀 That's it! You're ready to start digitizing your process with DataScope.