What is a Digital Form in Caction?

In Caction, Digital Forms are fully dynamic, configurable pages used to capture structured operational, service, and commercial data. It is an internal system form used to record business processes. Each Digital Form may have multiple categories sharing the same running number.

They replace paper forms, spreadsheets, and static PDFs with flexible digital templates that can be adapted to many use cases, including:

Quotations
Sales or delivery orders
Service sheets or Service Reports
Invoices
Inspection and audit forms
Breakdown and incident reports

Rather than being fixed documents, Caction Digital Forms are designed to evolve with your processes and capture data in a consistent, usable format.

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Why is the Digital Form Data Level Important?
Flexible Formats & Field Types
Templates That Can Be Reused and Adapted
Using Digital Form Data for Reporting & Power BI
How Digital Forms Connect With Other Pages in Caction
Digital Forms vs Traditional Forms

Why is the Digital Form Data Level Important?

Most operational data problems don’t come from lack of work. They come from unstructured data.

Digital Forms help by:

Standardising Data Capture

Dropdowns, checkboxes, and structured fields reduce ambiguity and variation, making data cleaner and more reliable.

Improving Data Quality for Analysis

Because information is captured in defined fields, it can be:

Filtered
Compared
Trended
Analysed over time

Turning Operational Work Into Insights

Form data doesn’t just sit in storage — it becomes usable operational intelligence.

Flexible Formats & Field Types

Caction Digital Forms support many formats and functions, allowing teams to design forms that match how work actually happens.

Forms can be built using combinations of:

Checklists	Which can be enhanced with additional logic and field types.
Dropdown fields	For standardised selections and cleaner data.
Single or multiple checkbox fields	Useful for inspections, compliance checks, and condition reporting.
Text fields	For notes, observations, and explanations.
Number fields	For readings, quantities, measurements, or costs
Date & time fields	For inspections, service timing, and milestones
Photo and file uploads	For visual proof and supporting documents
Signature fields	For acknowledgements, approvals, or customer sign-off

These building blocks allow teams to create anything from simple checklists to complex, multi-section operational or commercial forms.

Templates That Can Be Reused and Adapted

Digital Forms in Caction are template-based:

Create a form template once
Reuse it across multiple jobs, assets, customers, or projects
Update templates over time without rebuilding from scratch

This ensures consistency while still allowing flexibility as processes change.

Using Digital Form Data for Reporting & Power BI

Data captured through Digital Forms can be:

Aggregated across jobs, assets, customers, or projects
Used to track patterns such as recurring issues, inspection results, or service quality
Funnelled into Power BI for deeper analysis, dashboards, and management reporting

This enables teams to move from:

“We have forms for record-keeping”
to
“We use form data to understand and improve operations.”

How Digital Forms Connect With Other Pages in Caction

Digital Forms are tightly integrated across the platform:

Jobs	Forms record what was done during execution
Assets	Inspection and service data stays with the asset history
Customers	Forms become part of the customer’s operational timeline
Projects	Forms support multi-stage and milestone-based work
Dashboards & reports	Structured form data feeds analysis and insights

This ensures information flows naturally instead of being locked in documents.

Digital Forms vs Traditional Forms

Traditional forms	Caction Digital Forms
Static	Dynamic
Manual	Structured and reusable
Difficult to analyse	Data-ready

In simple terms:

Traditional forms record what happened.
Digital Forms in Caction make that information searchable, analysable, and actionable.

Summary

Digital Forms in Caction are flexible, template-based forms built from structured field types such as checklists, dropdowns, checkboxes, text, dates, and more. The data captured can be reused across jobs, assets, projects, and customers as well as analysed through dashboards or Power BI to turn everyday operational work into actionable insights.

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