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Reporting management

Switch to a modern reporting system, based on easy-to-use electronic forms, which you can easily and quickly create yourself, with mobile support

The reports are received in a simple and organized way, both from employees of the organization and from outside parties, and you save time and prevent mistakes. All the information arrives in good order, is absorbed into an operational system where it creates value, saves everyone time, and presents the organization as it should be - advanced, efficient, considerate...!

Main Features

• Fast and simple independent reporting forms design. | • Cataloging and navigation with a category tree; You can determine which categories/forms each employee sees | • “Submitting a report” from anywhere – from your computer or mobile (adapted display) | • An external party receives a link to enter data, and these are repeated and saved in the corporate system. | • Electronic reports can also be designed for distribution • Sophisticated forms, with calculated fields, conditions for changing display, mandatory fields, etc.!

Possible uses

• Receiving reports from employees – shift summary, security incident, health declaration… | • Collecting information from external parties – service order, quotation confirmation, complaint, service call for maintenance, opinion… | • Sending centralized information (online report) to an external party

The main advantages of DocsRobot

• Intuitive and easy to use for all parties involved: employees, managers, customers… | • Do-it-yourself system is simple and quick to set up • Speaks Hebrew • Support for mobile work with display adjustment | • A unique mechanism for mapping access – which forms are accessible to each employee/position…

A cloud service, in Hebrew, for efficient management of reports, based on electronic forms

Receiving reports from employees or external parties, from anywhere, from your computer or mobile

Distribute reports as electronic forms, instead of as documents, inside and outside the organization

Possible usages


System for collecting information from outside parties

Need information from a visitor who came to the lobby? From a customer or supplier? Send a link, and they will fill out a form – you saved time and prevented mistakes

  • Set up forms for external information – what data do you type before shipping, mandatory fields, etc.
  • The external party enters details conveniently, without mistakes, without you wasting time.
  • The information is sent to you and stored in the operational system – where it has value
  • The form to be filled out is optimized for mobile like any other type of data – it is easy to navigate between the types of forms, find records sent through queries, display concise information through “views”, etc.

System of internal/extra-organizational electronic reports

A system designed for the distribution of electronic reports, to be displayed from a link in a browser, whether inside the organization or outside, as a substitute for the creation and distribution of documents

  • Create templates for reports that need to be generated periodically, in the same way you create forms for data entry…
  • The reports are displayed in the browser – send a link instead of a document.
  • The display is optimized for mobile
  • You can determine whether the report shows a historical or current view
  • It is possible to determine that a report is “protected” permissions for internal use or open for viewing for external use

Employee reporting system

A system designed for employees, to submit regular reports, whether they operate outside the office or inside it, from the desktop or mobile

Convenience of use for the employee: adapted for presentation on a mobile phone – reporting from anywhere, employee-form mapping enables the hiding of what is not relevant.

Convenience of use for the manager: easy and independent definition of a dedicated form for each type of report, using the “form builder”. Navigating the reports is simple: with a category tree, a table for each report in a structure that the user can define (with switching “views” to immediately see what’s important). There is both a quick search and an advanced query builder with save/load, and reports

 

Examples of data that can be collected/reported


Employee reports

  • Shift summary
  • Report a security incident
  • Pre-sale technical summary
  • Health declaration

Sending centralized information (online report) to an external party

  • Delivery certificate
  • quote
  • Consulting meeting report
  • Service call handling report
  • Report of hours spent on the project

Collecting information from outside parties

  • Office visitor identification
  • Service order
  • Confirmation of quotation
  • Filing a complaint
  • Service call for maintenance
  • Opinion

Main advantages


Cloud service, not expensive, in Hebrew

Access from anywhere and at any time, including a display adapted to the mobile phone

Monthly price adjusted for a small business

A pre-developed system with full Hebrew support.


Quick setup; For technologists - a "do-it-yourself" option

Intuitive interface for quick setup of all system components. Did you hire a professional to do the job? You will receive the system within hours… Want to set up yourself? easily!

  • Building the “forms” by dragging fields, dividing into chapters, choosing colors, creating tables…
  • Defining alternate “views” for the main screen of each type of form – choosing columns and setting width. Simple!
  • Also build – system tables for data retrieval, report templates, etc…

A variety of groundbreaking capabilities for the world of electronic forms

  • Need certified reports? There is a built-in document generator
  • Need an electronic signature on the reports? There is in the system!
  • Formulas and conditions allow adding calculations and showing/hiding parts of the input/display forms
  • When collecting external information – determine which data you enter first and which are blocked for editing, which are the mandatory fields, which actions the recipient can perform (creation of documents / electronic signature), etc.

Modular, including integration

Different organizations have vastly different requirements, and different levels of complexity for each of them.

The system allows you to choose only what you need, and the exact level of complexity for it.

The user interface automatically adapts itself to the selected modules – and keeps it simple


Advanced access management

Both the categories and form types can be mapped to employees, roles and organizational units.
In this way, it is possible to dynamically hide what is not relevant to each of the employees.
Reports can be set as “internal” (secure), or public

Main benefits for the organization


Improve efficiency and maintain reliability

The system helps improve the efficiency and reliability of all the information you collect or share, whether inside or outside the organization.

  • In receiving information – instead of a page with illegible handwriting – forms with retrieval fields, dates, correctness check, mandatory fields…
  • In sharing information – there are no mistakes because the information is retrieved and not copied, reports do not become obsolete because they present current information, while other reports do not “break down” because they keep the historical information…

Efficiency is rewarding – employees just love to do more when they feel their time isn’t being wasted!


Save time for your employees/customers

Every aspect of the system is designed to save time, so you can spend more on what’s important to your business:

  • Cloud service with mobile display support – accessible anywhere
  • Well organized forms – fast data entry and clear display of complex information
  • Query and report builder – find everything quickly; Show clearly.
  • All information is entered directly into the operating system – no need to copy/paste

Build a reputation, and use it

Customers who experience orderly and efficient communication, are impressed and believe that this efficiency is reflected in the organization’s actions, and guarantees reliable and high-quality service. This is how you build a reputation, and reputation has value!

Employees who see that their work is reported in an orderly manner, also understand that the value they create for the organization is properly reflected in the management, and also that all their actions are under supervision – both of these ensure that they perform their duties to the best of their ability