Knowledge Base

How-Tos, Tutorials and other useful information.

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Linking from one form to another

In certain cases it can be beneficial to link from one form to another. An example of this is at the end of an audit you can link to a root cause analysis form for the user to complete if some conditions are met. Adding a link is simple using Info Boxes. Info Boxes are…

Data Sources

    A Data Source is a data table of information that can be injected as a field into a form. Common examples of data sources include materials, machines, departments, customers and locations, shifts, and so on. Essentially any commonly used database can be added to your app as a data source.      …

Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you can manage the data collected in your app by search filtering, sorting by multiple columns and data filtering. You can…

Documents Add-On

  The Documents module allows administrators to make a list of relevant and up-to-date documents available to app users. Administrators simply add document categories and then upload documents to them. Instead of asking managers for documents or wasting time searching for them, users have access to all documents through a simple search.     Documents…

In Progress Workflows

    Form submissions can be automatically added to an In Progress section based on any criteria you determine. For example, “failed” inspections can be automatically added to an In Progress section accessible by your maintenance team. This automation helps to save time and ensures the appropriate users are fully informed about next steps.  …

Registration & User Management

  Staff register for your app by clicking “Register” and adding their information. All registrations require approval from an app administrator. Administrators use the User Management section to approve app registration, change access permissions and update user information. Your workers will register for the app by selecting a permission level (staff, supervisor, or administrator) and…

Scheduling Forms

  Use Schedulers to schedule and assign forms. Scheduling is very important for many inspection types to ensure inspections are executed regularly and by whom they are assigned.       The scheduler module either works behind the scenes based on selections you have made or is actively configured to create a schedule of form…

How does the Form Builder Work?

Create forms, quizzes, competency checks and so much more. Add fields to forms and configure the field’s settings. Use form fields to collect data and guide user’s efficiently through the process.     Form fields include: Auto-capture upon submission – Forms automatically capture user, date/time stamp, location metadata Photo Capture – capture multiple images using device’s native…

Training Builder – Modules

This is a guide on how to add Modules to a Course in Training Builder. Modules are contained within Courses and hold documents, videos, quizzes and more. To create a new module, select the course in which you want to create the module. In our example, we’ve chosen “New Staff On-boarding” as the course to…

How to mark training as completed

A module is marked as completed only when a supervisor fills out the training form. The form requires a signature from the trainer and the trainee. __ NOTE: Individual staff training must be assigned in order to complete the training form. Otherwise, complete the training via the “Group Training” section. __ Here are the steps…

How do I reset my password?

This is in draft right now! Need to add numbering and screenshots, as well as the “setup” and links to other posts. – SN If you are unable to access the app because of your password, click on the “Login” button in the top right corner of the screen, and the dialog box comes up…

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How do I add an expense?

This affects the “CODE Expenses” application. Log into the “CODE Expenses” app using your credentials. On the sidebar menu, click on “Expenses” At the top right, click on “New Expense” Complete the form with the required information. Make sure that you have receipts available for meals and travel, where applicable. Upload photos of the required…

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If I’m registered for one app, am I registered for all the apps?

You can use the same user profile to access the other apps in the suite, however, you will need to request access by logging in. To access another app on the system: Select an app Click on “Login” in the top right Enter your username and password. You will be prompted to choose your level…

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How do I add the app icon to my home screen on an Apple device (iPhone or iPad)?

This article applies to Forms, Inspections and Training apps accessed via URL on iOS. This article describes how to add a shortcut (icon) to your company’s app on the homepage of your iOS device. Open the app on your device or visit the URL for your company using the Safari or Chrome web browser. Don’t know…

How do I access the apps?

The apps are free forever for Ontario School Board Superintendents. To access the app, go to the URL (web address) of the app and login with your email and password. If you have not registered, you will need to do this first. Your registration will need to be approved by a CODE administrator before you…

Training Builder – Modules – Adding a Quiz

This is a guide on how to add a Quiz to a Module in Training Builder. Select the module in which you wish to place the quiz. Click “Add Quiz” in the Module List View.

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