Field Forms Supervisor / Manager

Collect field data digitally with 20 ready-to-use templates, available offline.

Access

Sidebar → Field Forms

Or directly via: /dashboard/field-forms

Overview

The Field Forms module replaces paper forms with adaptive digital forms, usable on mobile and tablet without an internet connection. Data is synchronised automatically as soon as the connection is restored.

Main Features

Form Library

Route: /dashboard/field-forms

20 templates covering all field activities:

Category	Available forms
Harvest	Palm bunch collection, papaya weighing, nut counting
Planting	Nursery, reforestation, phytosanitary treatments
Maintenance	Weeding, pruning, fertilisation, clearing
Quality	Oil quality inspection, bunch maturity check
Equipment	Vehicle checklist, equipment inspection
Safety	Incident report, safety inspection
Personnel	Field attendance, supervisor daily log
Infrastructure	Track condition report, rainfall gauge reading

Hybrid Rendering Engine

The system uses a hybrid rendering engine that adapts the display based on context:

• Mobile mode: Touch-optimised interface, large buttons, quick entry
• Tablet mode: Enhanced view with additional fields
• Desktop mode: Full form with all options

Offline Mode (PWA)

The app works in PWA mode (Progressive Web App):

• Forms are available without an internet connection
• Data entered is stored locally
• Synchronisation happens automatically on reconnection
• Sync status indicator always visible

Supported Field Types

Type	Usage
Text / Number	Free text or numeric entry
Dropdown	Select from predefined options
Checkboxes	Multiple selection
Date / Time	Automatic or manual timestamp
GPS	Automatic coordinate capture
Photo	Image capture from the device camera
Signature	Digital signature on touchscreen
Barcode / QR	Scan to link to a batch or piece of equipment

Submissions

Route: /dashboard/field-forms/submissions

All form submissions:

• Filter by form, author, date, or zone
• Status (submitted, validated, needs correction)
• Access to the full detail of each response
• Excel export for analysis

Field Validation Workflow

Each submission can go through a validation workflow:

1. Submitted: Data entered by the supervisor
2. Under review: Review by Manager or HR
3. Validated: Data accepted and integrated
4. Rejected: Incorrect data, returned for correction

Integration with Other Modules

Form data feeds directly into:

• Stock: Harvested quantities → automatic stock receipts
• Payroll: Daily tasks → piece-rate pay calculation
• Agriculture: Harvest data → yields and reports
• Planning: Field attendance hours → time tracking

How to Use

Filling in a Field Form

1. Open the app on your mobile or tablet
2. Go to Field Forms
3. Select the form matching your activity
4. Fill in the required fields
5. Take photos if needed
6. Click Submit

Using Offline Mode

1. Open the app while you have a connection (form loads)
2. Move to an area without connectivity
3. Fill in the form as normal
4. Submit — data is saved locally
5. On reconnection, synchronisation is automatic

Reviewing Submissions

1. Go to /dashboard/field-forms/submissions
2. Filter by form or period
3. Click a submission to see the details
4. Validate or return for correction

Roles & Permissions

Role	Capabilities
Admin / CEO	Create forms, full access to submissions
Manager	Validate their team's submissions
Supervisor	Fill in and submit forms
Employee	Fill in forms assigned to them

FAQ

Q: Can I create a custom form? Yes. Administrators can create new forms by configuring fields, validations, and the workflow via the form builder.

Q: What happens if an employee forgets to sync? Data remains pending on the device until the next internet connection. No data is lost.

Q: Are photos stored securely? Yes. All photos are stored in Supabase Storage with tenant isolation and full encryption.

Tip

Install the app in PWA mode on field tablets for the best experience. See the "Offline Mode" guide in the online help.