How to Generate and Use QR Codes for Forms
QR codes in Site App Pro are a versatile tool for accessing and completing forms. This guide explains how to generate QR codes, their functionality, and how to use them in different scenarios.
Introduction to QR Code Usage
QR codes in Site App Pro are primarily used to open standalone forms for completion. Each scan opens a new instance of the form, and its completion is recorded separately. QR codes can only be generated for forms in the Form Library and not for forms already scheduled in the Diary checklist.
Generating QR Codes for Forms
To generate a QR code for a form:
Navigate to Forms in the Admin Console.
Click the three-dot menu beside the desired form.
Select Create QR Code.
Choose between Image or Poster format.
Select the associated site and click Download (Image) or Create (Poster).
The QR code can then be scanned using a phone camera to open the form within the app. Note that QR codes cannot be sent via In-App messages.
Using QR Codes for External Access Forms
To allow visitors to complete the form without logging into the app, use the External Request feature:
Log in to the Admin Console.
Go to Forms, click the three-dot menu beside the form, and select External Request.
Enter the visitor's details. They will receive an email with a link to complete the form.
Special Use Cases: Project Induction Forms
The process for generating QR codes for project induction forms depends on their access:
Contractors (External to your company): - From the Admin Console, Open Sites (or Jobs), open the site, and navigate to Visitor Register. - Click Create QR Code, print the poster, and place it on-site. Scanning the code opens the visitor check-in page for the induction process.
Internal Staff with Login Access: - Find the Project Induction form. - Click the three-dot button and generate its QR code. Scanning the code opens the form in the mobile app for staff completion.
Troubleshooting Common QR Code Issues
Ensure the form is enabled in the Form Library; otherwise, the QR code will not function.
QR codes are not designed to be shared via in-app messages.
For external users, always use the External Request, or the Visitor Register QR Code feature to avoid app login requirements.