The administrator has access to all functionalities and can manage the account without any restrictions. It should be noted that several profiles in the same account can have the administrator status. If an administrator wishes to enter data, he will need a user license.
More generally, we speak of API (web service) from the moment that a computer system seeks to interact with a third party system, while respecting the access constraints defined by the third party system. For example, it can be used as a gateway between Kizeo Forms and your internal software.
In 2019, Kizeo created a connector that interfaces Kizeo Forms and major Business Intelligence (BI) software such as Power BI, Tableau, Qlink, Clic Data and Excel. Thus, the data fed back into Kizeo Forms is transmitted to these software programs for in-depth analysis.
The checkbox item allows the user to ask a closed question such as Yes/No. The user will only have to check the box to answer yes.
This is a list that allows you to assign a value (e.g. numeric, ) to a choice made in the list, a value that is not visible to your field staff. To illustrate our point, let’s take the case of a compliance calculation. Your employees will see on the phone “compliant” but the value attached to this choice will have the value 1. You can also link a list to a barcode or QR code. When the QR code is scanned, the assigned label will appear.
The company code, along with your login and password, is one of your identification elements. It is automatically generated during the creation of your account. It is required when you authenticate from a mobile device or with our services. It is in a way your customer number (Ex: COMPANY34B, ENT367, etc).
Comma-Separated Values, known as CSV, is an open text format representing tabular data as comma-separated values.
This is an export format for your data. Originally it is an Excel file, which you will have previously customised using the tags. Once this step is complete, you will need to import it into Kizeo Forms from the web platform. It will then be automatically filled in with the information entered in the corresponding fields of the form.
This is the visualisation of data in either PDF, Excel or Word format. It is created and customised directly by the customer.
This is an export format for your data. Originally it is a Word file, which you will have previously customised using the tags. Once this step is complete, you will need to import it into Kizeo Forms from the web platform. It will then be automatically filled in with the information entered in the corresponding fields of the form.
We distinguish between a digital form and data. As soon as a form is completed and sent, it creates data.
Digitisation is the conversion of information from a medium (text, image, audio, video) into digital data that can be processed by computer devices (smartphone, tablet, etc.).
It is a set of fields that, when put in interaction with each other, create a framework for collecting digital information (text, photos, audio, geolocation, etc.).
Your digital form will be composed of several elements (photo, audio, text) and these elements will serve as the “bricks” of the form. Each element (input field, photo, calculation, etc) is customisable. You can choose its title, define whether it is mandatory or not, change display on mobile, and many other options that vary depending on each element. To date, Kizeo Forms offers 26 different elements to create your form.
Following a data ” capture “, an e-mail can be sent automatically to the contact persons of your choice: employee’s manager, customers, etc. This is known as an e-mail scenario.
Data export template allowing you to display data items ordered one after the other. Each column will take a data entry.
Option to configure export files (such as the name or display of a particular piece of information).
It is a list of information, comparable to a database. This list can be inserted in one or more forms, in order to automate and facilitate data entry in the field. These lists can be modified, updated and regularly updated. They can be fed via an Excel file, SharePoint or by A.P.I. This list can be of several types: simple, hierarchical, referential, hierarchical referential, filtered and coded.
As its name indicates, it is a list that can be filtered to allow only certain values to be visible to some of your collaborators. For example, your London team will only see customers from the London region. All external lists can be filtered.
It is a protocol for file sharing over a network. On Kizeo Forms, it is an option in your form that allows you to define in which server, in which file and at what time the data from your forms will be saved, on a daily basis.
Term associated with the hierarchy of rights and accesses, of your collaborators, on Kizeo Forms. The group leader can only access the data of the user group(s) you have assigned to him. Depending on his rights, he may or may not: create/modify forms; create/modify lists; create/modify user profiles; create/modify user groups. From the web platform, he does not have access to the “Settings” and “Subscription” tabs. Moreover, if a group leader wishes to enter data, he will have to subscribe to a user license.
It is a set of users in the same group. This makes it possible to manage access rights to forms and data entered by “group” rather than by “user”. A group leader can be assigned to it. By default, this group leader will have access to the data entered by all group members.
Kizeo Forms allows you to administer your account. To do so, there are 3 different statuses: the administrator, the group leader and the user. Each of these statuses gives different rights to the people to whom they are assigned.
Kizeo forms option allowing you to classify your forms and external lists by headings. There is no subheading at this time.
This is a list containing information sorted by layers. It works like a funnel. As a result, mobile data entry is optimised and facilitated. For example, the mobile user first selects: the brand of a vehicle, the class of the vehicle, and then the model.
A Hierarchical Referential List is a Hierarchical List coupled with a Referential List. It allows, following a multi-level list (9 levels) to automatically fill in several reference fields (up to 49).
The login, along with your password and your company code, is one of your identification elements. It is also used to identify a profile. This identifier is created by an administrator or group leader when the profile is created. It is required to access the Kizeo Forms application or the web platform.
Option to configure the import Excel/CSV file. You can choose which elements will appear in this file and in which order.
An input mask is used to define the expected format in an input field. For example: DDMMYYYY for a date.
Mobile application downloadable on your smartphone or tablet from the Play Store or Appstore. The field user will fill in his digital forms, previously built by an Administrator, from this mobile application.
This is a space where your forms can be shared with all the employees of your company. It is different from the Kizeo Forms library where you have access to digital form templates created by our teams.
This field option prevents the recording/transfer of data if this field is not filled in.
We consider as media: photos, pictures, drawings and sketches.
Device allowing you to enter data while on the move (Smartphone, tablet, etc.)
Name given to the Kizeo Forms space on which you can create your forms, your lists, your users, send your pushes, manage the schedule, set up your account, subscribe, etc.
Designates all group leaders who will be able to make changes to forms, external list and users.
Action that allows the administrator of a Kizeo Forms account to send a pre-filled form to a field user. This operation is performed from the online platform using web input or CSV import. This saves time for the field user by only filling in the missing information.
This is a list containing additional information. That is to say that the referential list contains the ” principal ” information, when it is selected (e.g. the name of a technician) additional information (e.g. email, phone number) is automatically added to the form.
Standard PDF is one of the export formats available with Kizeo Forms. It is automatically generated by the solution. It lists all your data and can be exported.
It’s a set of users in the same group. In the hierarchy one or more parent groups are present above it. The leaders of the groups present above will be able to access the data entered in these subgroups.
This is the main manager of the Kizeo Forms account. The Super Admin is, in the context of communications our privileged contact.
Portable device with a touch screen covering the entire surface.
It corresponds to the identity of each form field. It is used to create custom reports and e-mails. Each component of your form is defined by an identifier, for example ##client##. We call this code a tag. It allows you to customize your reports and emails.
This tool allows you to enter an address in two ways: manually or by geolocation.
The attached file option inserts a field in the form that will allow the user to attach one or more files (in any accepted format) to the form when entering data on their mobile device. You can also attach these files to the automatic emails.
The Audio item allows you to record audio during mobile data entry (not to be confused with voice dictation).
The Barcode item allows you to scan a QR code or barcode (or enter it manually). In case it is linked to a reference list (Barcode properties >> Advanced), you will be able to retrieve information from a reference field.
The calculation tool allows you to add calculation formulas to automatically calculate the sums, multiples, etc.
This creation tool allows the user to select a content from a list of choices (Ex: MCQs). Contrary to the list, the info is directly visible during entry. It is also possible to add icons before the choice list.
The contact tool allows the user to record the contact details of a person (customer, prospect, etc.). You have the possibility to enter your contact details manually or to import a contact already saved in your phone book.
The counter element allows you to quickly increment or decrement a number by pressing a + or – button.
The Date and Time component allows you to enter a date, a time, or both. You can also set their default values (for example, today and now). Several display formats are available for your custom reports thanks to the numerous tags.
The Drawing component will allow you to annotate a photo (taken at the time of capture or in your gallery) to report a discrepancy. People using the application from a computer have the possibility to choose a local image file.
This creation tool allows you to add a fixed image (e.g. logo, map) to the form.
The fixed text option allows you to enter an unmodifiable explanatory text.
Geolocation allows the user to record his current geographical position expressed in latitude and longitude. A link in the Excel file will allow you to quickly visualize the collected position. This item requires the GPS function and is therefore not available from a computer.
The input field element allows you to enter a short text. You can choose different predefined formats (Text, Email, Numeric integer, etc.) or customise them using the input mask.
The List element allows you to create a long list of items. This element can be linked or not to an external list. If you do not use an external list, type the first item in the “List items” box, press “Enter”, type another item and so on. This list can be single-choice, multiple-choice, or even ranked.
From a single administration space you will manage all the solutions developed by Kizeo (Kizeo Forms, Kommunity, etc.)!
The NFC Tag tool allows you to read an NFC Tag and retrieve its content (this feature is not available from a computer).
The Photo element allows you to take a photo directly from your mobile device, or to choose a photo from the gallery. You can choose multiple photos and set the quality using the number of pixels. Please note: the higher the resolution, the heavier the photos will be in your reports.
(Prerequisite: Having a List element that uses an external referential list). The Reference element is filled automatically when you enter it, because it calls the column chosen in your referential list. Refer to our Reference List help for more information.
Thanks to the touch screen panel on your device, this tool allows you to insert a signature to your form. If you use a computer, it is also possible to choose an image file to sign your document.
The Separator element allows you to visually separate different parts of your form. Feel free to play with colours! Tip: A separator is linked to the fields that follow it, which allows you to condition the visibility of an entire block of elements, only by setting the visibility conditions for the separator!
The Slider function allows the user to enter a numeric or written value. The user will move the cursor over a graduated scale while filling the form on his device. You can determine the range of the scale, setting a minimum and a maximum value if it is a numerical scale; or in “Slider element properties” if it is a text scale.
The Sketch feature allows the user to annotate images with geometric shapes, drawings, arrows and text.
The Table element can be considered as a sub-form in the form. After inserting the Table element, insert the elements of your choice inside it. These elements will be linked together and, when entering them, a “+” button will allow your user to re-enter data as many times as necessary.
The Text Area element allows you to write a long, multi-line text when entering your form. You can also use voice dictation to enter a comment.
This option allows an employee to send his data to another mobile device. During the transfer, the data is “not complete”. As a result, several people can work on the same form.
Term associated with the hierarchy of rights and access to Kizeo Forms for your employees. The “user” status gives the right to enter data from the Kizeo Forms mobile application or from the web platform. However, it does not have access to the account creation and management area. A license is required for each profile with the user box checked. Please note: if an administrator/group leader wishes to enter data, he will need to subscribe to a user license.
It is a computer interface protocol that allows communication and data exchange between an application and other computer systems.