Overview

FORM OpX is a mobile-first audit management platform for iOS, Android, and Windows, designed to digitize inspections, audits, and checklists in the field. It allows low-code form creation, configurable workflows, offline data capture, and integration with core systems—all without requiring developer skills. Teams receive instant notifications and photo-markup tools to swiftly identify and act on issues. Reporting dashboards and analytics powered by Looker provide real-time insight and enable data-driven corrective actions.

Features and Capabilities

• Dynamic Form Builder & Logic: Easily build low-code, contextual digital forms that adapt based on user, location, role, or conditions.
• Mobile, Desktop & Offline Functionality: Works on Android, iOS, Windows, and continues offline with auto‑sync when back online.
• Tasks & Automated Workflows: Assign audits, inspections or SOP checklists; trigger real‑time workflows, email alerts, escalations, and corrective tasks based on form results.
• Photo Capture & Markup: Capture geotagged, timestamped photos, annotate them directly, and link them to form records.
• Signature Capture: Collect digital signatures within forms for validation and accountability.
• Reporting Dashboards & BI: Real-time, customizable dashboards powered by Looker, enabling KPI tracking, filters and deeper performance analytics.
• Corrective Action (CAPA): Generate and manage CAPAs automatically; escalate issues, assign tasks, enforce deadlines and accountability within the workflow.
• Integrations & Open API: Out‑of‑the‑box connectors to Salesforce, ERP, service systems, plus an open API and SSO/user provisioning support.
• AI‑Enabled Image Recognition & Planograms: (Optional) Identify products and generate planograms with AI-powered vision for compliance and merchandising.
• Security & Compliance: ISO‑27001 certified, HIPAA-compliant platform suitable for regulated industries.