QR codes allow anyone to access forms from their mobile devices using SiteMax's QR workflow.
Scanning a Project-Specific Report's QR code.
QR codes for forms work similarly to scanning project QR codes. The main difference is that the form QR code is a specific project site/safety report generated QR code. These QR codes can be accessed in the Project Settings > Modules > Forms. There you will see the QR code icon in the right sidebar options for each form.
By clicking on the QR code icon, you will generate a PDF document with the form's unique, project-specific QR code.
Accessing a Form by Scanning the QR Code
Any external user can scan the QR code. They will immediately be taken to SiteMax's external portal where they will be asked to fill out their number to reference their contact or user data.
If the external user has already set up their external account, after entering their phone number they will receive a passcode to confirm their phone. When the external user enters that code, the corresponding report will become available for them to edit and save.
If the user or contact does not exist in SiteMax, they will be prompted to add their details before being directed to the form. Then, the contact will be automatically added to your Contact list in SiteMax.
Important: Before accessing the SiteMax portal, it is necessary to include the phone number for any contact or user who already has their email registered in SiteMax. Failure to do so will result in their inability to access the portal.