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Overview

Forms are customizable configurations that define what data should be captured during a task. They act as blueprints for structured data collection, ensuring consistent documentation across both field operations and office workflows. Forms do not exist in isolation—they are always part of an Issue. The Issue acts as the delivery mechanism, controlling the form’s assignment, severity, due date, and Issue description. An Issue can contain one or more forms, allowing teams to bundle related tasks such as a site check-in, leak report, and follow-up verification into a single workflow. Whether forms are used during a field inspection or completed on a desktop review, each form captures a structured response that is stored for audit, compliance, and reporting. Key Features:

• Extensive library of question types for maximum flexibility in data collection
• Validation rules to ensure data quality
• Reusable across multiple tasks and asset types
• Support for complex data structures and conditional logic
• Attachment support (photo, video, document upload)
• Context-aware prefilling
• Usable on both desktop and mobile (Outpost)
• Issued and assigned through the Issue module

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Supported Question Types

SensorUp’s Form Designer supports a wide variety of question types to match your data collection needs:

• Text Input — Single-line free text
• Textarea — Multi-line free text (notes, comments)
• Dropdown — Select one option from a list
• Number — Numeric-only fields
• Toggle Button — On/off or yes/no style input
• Checklist — Select multiple options
• Radio — Select one option from a set (visually grouped)
• Scanner — Scan and input barcodes or QR codes
• Photo with Annotation — Capture images and annotate in-app
• Video — Record and attach video evidence
• Upload — Attach external documents or files
• Geolocation — Automatically capture GPS coordinates
• Date & Time — Choose or timestamp date/time
• Signature — Capture digital signature input
• Heading — Add a visual break or section label (non-interactive)

These can be reordered, grouped, and configured using visibility conditions or prefilled with asset data.

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Common Use Cases

• Leak Report — Capture observations and measurements when a leak is detected, including photos, location, component ID, and emission estimates
• Vent Report — Document venting events with timing, volumes, and contextual information for regulatory tracking
• Leak Repair & Verification — Verify leak repairs with before/after photos, method used, technician signature, and timestamped resolution status
• Asset Inventory — Log and validate equipment and components during inventory tasks, with barcode scans and geotags
• Site Inspection Report — General site visit documentation, including inspection checklists, field notes, and status flags for follow-up actions

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Form Design Best Practices

When designing forms, consider:

• What data is essential for compliance, reporting, or analysis
• Ease of use for both mobile field users and desktop users
• Where prefills can reduce input burden and prevent errors
• Validation rules to ensure high-quality submissions
• Reusability across different tasks, workflows, and inspection types

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Forms and Tasks Within Issues

A task is an instance of a form in action. Tasks are always created and assigned through an Issue. The Issue defines the overall work package:

• Assignment – Who the task is assigned to
• Severity – How urgent or critical the issue is
• Due Date – When the forms should be completed
• Description – Instructions or context for completing the task
• Forms – One or more forms to be filled out by the assignee

Once an issue is created, the assigned forms are made available to field technicians (via Outpost) or office staff (via desktop). Each completed form submission becomes a structured data record used for analysis, reporting, and audit tracking.

• A single form can power many tasks
• An Issue can include multiple forms (e.g., check-in + leak report + repair)
• Tasks can be completed on desktop or mobile
• Every submission creates a traceable response

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Permissions

Access to Forms is controlled by user roles. Understanding your role helps you know what actions you can take:

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Related resources

• Tasks - Create and manage tasks using form templates
• Results - Review data captured from completed tasks
• Issues - Organize multiple tasks into issues
• Outpost Mobile - Complete forms on mobile devices
• GraphQL API - Access forms via API