QR code
- Generate a code for each workflow trigger.
- Print it and place it where the work happens.
- Field users scan with the phone camera they already have.
Start the workflow
QR code · Direct link
Direct link
- Share the same workflow as a URL.
- Send it in a message, ticket, or intranet page.
- Use it when a printed code is not practical.
Control who/where
Sign-in · GPS/geofence · Open access
Sign-in
- Require a known workspace user before the run continues.
- Tie the record to identity when that matters.
- Skip it when contractors or visitors should move quickly.
GPS/geofence
- Set a site pin and radius on the map.
- Confirm the person is nearby before they continue.
- Record the location check as part of the run.
Open access
- Leave identity and location checks off.
- Keep low-risk workflows fast for anyone with the QR or link.
- Still capture a timestamped record of what they completed.
Build the process
Forms · Documents · Acknowledgements · Redirects · Completion messages
Display success message
- Add custom completion text and next steps.
- Use it for quick confirmations and simple handovers.
- Keep low-risk workflows short.
Redirect to link
- Open an external URL after the workflow runs.
- Link to training, tickets, or internal tools.
- Keep a record before the handoff happens.
Complete a form
- Create checklists, handovers, and inspections.
- Tie responses to the run and submitter.
- Reuse forms across sites and workflows.
Display file(s)
- Upload documents once and reuse them across workflows.
- Keep files private to your organisation.
- Show only the files attached to that step.
Acknowledgements
- Users must open each assigned file before the acknowledgement checkbox unlocks.
- Record acceptance against the exact document version shown.
- Save a draft mid-review, then submit when every file is acknowledged.
Keep the evidence
Timestamped run records · Version references · Search · Export
Run records and export
- Timestamped records of who ran the workflow and what they completed.
- Version references for the workflow and documents in effect.
- Search and export when you need the proof.