Streamline data collection with QFM’s customisable forms and checklists

Data collection and analysis is at the heart of providing outstanding services, enabling facilities managers to understand site and building user requirements. QFM’s Dynamic Forms provide an easy, convenient way to gather data and feedback, as well as provide health and safety alerts, such as during an asset inspection, building condition survey, cleanliness audit or customer satisfaction survey.

Complete control over what data is collected, how and by whom.

• **Customise the data you need: **Create fully customised forms, ensuring the data requested is relevant for each task, improving speed of completion.
• **Create a safety-first culture: **Build safety into the work order process, such as by requiring an engineer to sign a risk assessment before beginning work.
• **Paperless audit trials: **All forms, whether completed on the mobile app or desktop, can be viewed and reported on centrally, making compliance easier through an unbroken, paperless, audit trial.

Making safety a priority Forms and checklists can be programmed to appear at any point during a task via the QFM mobile app. For example, if an operative was required to attend an air conditioning unit on a roof, a ‘working at heights’ risk assessment must be read and completed through the app before work can begin. A second form could then capture inspection details through a series of questions that must be completed before the job can be signed off. This ensures health and safety regulations are abided by and employee / contractor safety is a priority.

Fully customisable QFM provides a range of controls to design and create forms with specific questions and instructions to suit all types of tasks. Question styles could include star rating, text box, lookup list, check box or date. Question validation and scoring thresholds can be incorporated to ensure that a suitable level of information is captured before a task is completed. 

Detailed reporting  When a survey is completed the results are automatically published to a report, providing a comprehensive breakdown of the data collected. The report can be filtered, re-configured or exported to suit requirements. Once a form is submitted it can be stored as an attachment to the QFM job record, ensuring it is retained indefinitely and serving as auditable evidence.

Features

• Customizable Dashboards: Tailor reports to match KPIs using over 400 templates or build from scratch.
• Real-Time Data: Access live updates for accurate decision-making and performance tracking.
• Automated Distribution: Share reports with stakeholders instantly to streamline communication.
• Visual Analytics: Graphical and text-based formats for easy interpretation and trend analysis.
• Cost Control: Identify inefficiencies and optimize resource allocation to reduce expenses.