What is Quick Access?
Quick Access allows you to configure up to 3 commonly-used forms per equipment category that appear as shortcuts on mobile devices. This eliminates the need for field workers to hunt through the entire form library for routine inspections and maintenance tasks.
For example, if your vehicles require regular vehicle checks, you can set those forms as Quick Access options. Workers will see these forms immediately when they open an equipment profile, making it faster to complete routine work.
How Quick Access Helps Your Team
Quick Access streamlines mobile workflows by:
Providing immediate access to the most commonly used forms
Auto-populating equipment fields to reduce data entry
Consolidating navigation into a single "Quick Access" button
Saving time on routine inspections and maintenance tasks
Setting Up Quick Access Forms
Quick Access is configured at the equipment category level. Once configured, all equipment items within that category will automatically inherit the Quick Access settings.
Step-by-Step Configuration
Log in to the Admin Console.
Navigate to Equipment → Settings.
Select the category for which you want to set up Quick Access forms (e.g., Compactors, Vehicles).
Click Edit Properties.
Scroll down to the Quick Access section in the Technical Details area.
Click the Add button to open the form selection interface.
Use the search box to find and select a form from your form library.
(Optional) Add a custom Display Name (up to 32 characters) - this is what workers will see on their mobile devices.
Click Save or Add to confirm.
Repeat steps 6-9 to add up to 3 forms per category.
Reordering Quick Access Forms
The order in which forms appear on mobile devices can be customised:
In the Quick Access section, use the drag-and-drop handles to reorder your forms.
The top form will appear first on mobile devices, followed by the second and third.
Click Save to apply the new order.
Best Practices for Configuration
Selecting the Right Forms
Choose forms that your team uses most frequently for that equipment category:
Daily or weekly inspection forms
Pre-start checklists
Routine maintenance forms
Compliance documentation
Tip: Ask your field workers which forms they access most often for each equipment type.
Note: If you select a scheduled form (like a Pre-start), completing it will mark the To-Do List form as completed for that day.
Managing and Updating Quick Access Forms
Editing Quick Access Settings
To modify your Quick Access configuration:
Navigate to Equipment → Settings.
Select the relevant category.
Click Edit Properties.
Scroll to the Quick Access section.
Make your changes (add, remove, or reorder forms).
Click Save.
Changes take effect immediately and will be reflected on mobile devices the next time workers access an item of equipment in that category.
Removing a Quick Access Form
In the Quick Access section, locate the form you want to remove.
Click the remove or delete icon next to that form.
Click Save.
Moving Equipment Between Categories
When equipment is moved to a new category, it immediately inherits that new category's Quick Access settings. The old category's Quick Access forms will no longer appear for that equipment item.
Important Notes
Configuration Limitations
Maximum forms: 3 forms per equipment category
Configuration level: Category level only (not individual equipment items)
Platform: Quick Access is a mobile-only feature and does not appear in the web interface
Required access: Admin or Manager role required to configure Quick Access
Permissions and Security
All existing form permissions and security restrictions continue to apply with Quick Access:
Workers will only see Quick Access forms they have permission to access and complete
E.g. If a user group is configured for that form, and the worker is not in that user group, that form will not be displayed.
Form-level permissions are enforced automatically
Changes to form permissions are immediately reflected in Quick Access
Compatibility
Quick Access is not a breaking change:
All previous functionality remains accessible
The "Create Task" and "Form Library" options are still available through the Quick Access button
Existing workflows continue to function as before
FAQ for Admins
Q: How many forms can I add to Quick Access?
A: Up to 3 forms per equipment category.
Q: Can I configure Quick Access for individual equipment items?
A: No, Quick Access is configured at the category level and automatically inherits to all equipment within that category.
Q: What happens if I delete a form that's in Quick Access?
A: The system automatically removes it from Quick Access settings. Workers will no longer see that form as a Quick Access option.
Q: Can workers still access all forms?
A: Yes, the "Browse All Forms" option remains available. Quick Access simply provides shortcuts to the most commonly used forms.
Q: What if no Quick Access is configured?
A: The system defaults to the standard form library browsing experience. Workers can still access all forms normally.
Q: Do form permissions still apply?
A: Yes, all existing form permissions and security restrictions continue to apply. Workers only see forms they have permission to access.
Q: Can I change the order of Quick Access forms after setting them up?
A: Yes, use the drag-and-drop functionality to reorder forms. The mobile display will immediately reflect that order.
Q: Will this affect our existing workflows?
A: No, this is not a breaking change. All previous functionality remains accessible through the new Quick Access interface.