The workflow builder that automates your process, your way.
Assign tasks, drive corrective action, and get insights to improve compliance with the most flexible workflow software in the industry.
Manage compliance and complexity.
Manage and track multiple processes, schedule and reassign tasks, send notifications, and trigger escalations based on form responses.
Custom Data Model
Build workflows with unique objects and data-based processes to trigger actions in and out of other systems.
Task Management
Send and assign tasks to teams and ensure completion with real-time tracking and automatic task reassignment that both leaders and field users can initiate.
Shareable Forms
Use QR codes to crowdsource the data you need from anyone, anywhere—no user license required.
Reporting
Get instant insights about the status of your process, tasks, and people and understand what’s open, in progress, and completed for closed-loop reporting.
Ensure excellence automatically.
Replace your spreadsheets with powerful mobile workflows that track critical compliance, safety, quality, and operational procedures to resolve issues on-the-spot.
Quality Audits
Digitize QA & QC procedures using configurable form criteria, and track issues instantly with in-app features like photo capture and markup. Automate alerts and escalations to notify the right teams when production is below quality standards—and resolve issues while on-site.
Safety Management
Move your EHS, JHA, and behavioral audits to mobile and configure automatic scoring to track compliance across locations. Deploy action plans when red-flag issues are detected, and schedule follow-up tasks for teams to respond immediately.
Daily Operations
Create, assign, and schedule mobile SOPs to your teams in the field and use dynamic in-form logic to ensure the right information reaches the right person. Design improvement and preventative action plans with custom task assignment, status, and priority levels to track standards and fix issues at the source.
Defect & Service Tracking
Take action quickly with digital defect and service tracking forms that pinpoint problems instantly. Then, use real-time data and on-site photos to perform smarter root cause analysis and find solutions for future mitigation.
Incident Reports
Understand when, where, and how an incident occurred with geotagged and time-stamped reports, then launch investigations and follow-ups automatically to protect your teams and your business. Keep track of issues from first ticket to final resolution with evidence logging and liability calculations.
Regulatory Compliance
Use dynamic checklists and audits to create JSA compliance audits, and track every process with precision from your visual reporting dashboard. Digitize your CAPAs and automatically trigger in-app action plans that help teams solve problems on the spot.
Flexible and secure.
54
SSO
ISO 27001
Task Creation & Reassignment
Automatic task reassignment clears bottlenecks.
Create and assign tasks based on form results with custom statuses, due dates, and priority levels, then route issues with email alerts and workflows to ensure tasks are completed on time.
You or your users can reassign work if someone is out sick, on the road, or needs help.
Business Logic & Scoring
Custom scoring triggers corrective action faster.
Use your own data model to understand what’s happening in every location, then score performance using configurable dashboards that track your KPIs.
Automatically trigger corrective and preventative workflows when red-flags issues are detected, and generate alerts with attachments and escalation paths for approvals.
Automatic Email Alerts
Email automation notifies the right teams every time.
Customize automated email alerts with subject lines, email content, and attachments unique to an individual or to a team’s role.
Launch enterprise-wide approval chains directly from forms and get the right data to the right person at the right time—every time. Track progress and completion using custom-branded reports that pinpoint breakdowns and bottlenecks.
In-App Photo Capture & Markup
Integrated photo markup delivers real-time context.
Call out corrections on mobile using an intuitive photo markup tool built right into your forms. Record details and provide feedback, then export to PDF without extra steps or software.
Offline Mode
Offline mode ensures productivity at every point.
Never lose your data and keep teams moving in areas of low connectivity. Our offline app works on iOS, Android, and Windows, and data automatically syncs to your dashboard as soon as connection is restored.
In-App Photo Capture & Markup
Shareable PDFs prove value to stakeholders.
Automatically populate reports and dashboards with the latest data from the field, then send completed PDFs to clients and stakeholders with one click—or share custom reports at scheduled intervals.
Integrations
Standardize every system, seamlessly.
Bi-Directional Workflows
Connect with your current tech stack—including service, work order, and ERP software to create enterprise-wide workflows that trigger events in and out of other applications and databases.
Open API
Use our open API to speed data flow into other systems of record, including data lakes for faster, better insights.
SSO & User Provisioning
Boost efficiency for users and ensure better security with SSO and user provisioning.
FORM OPX WORKFLOW MANAGEMENT APP
See our workflows in action.
Click through a self-guided tour to see how the world’s top teams use FORM to boost compliance in every location, every time.
Tired of working around templates?
So are we.
Your workflows should work within your current process—not totally uproot it. Since 2001, our workflow builder has automated the most complex processes for the biggest teams in the world and produced insights that help them run better. As enterprise experts, we have proven templates for safety, quality, compliance, and operations processes, or we can customize solutions to meet your objectives. Schedule a strategy session to discuss which approach is best for your team.
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