Using Lumiform on the Desktop

Lumiform offers numerous options on the Desktop for creating checklists and conducting inspections.

 

In this article we will present the most common functions of Lumiform on the Desktop.

 

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Using Lumiform on the Desktop

 

Lumiform on the Desktop can be utilized for the organizational aspects of inspections and audits, such as managing users, creating and managing checklists, and evaluating the results of your conducted inspections. 

The operational part, which includes conducting inspections and audits, as well as completing assigned tasks, can be done on both the desktop and mobile device.  

 

 

On Lumiform Desktop, there are 6 main menu sections:

• Dashboard

• Forms

• Actions

• Administration 

• Analytics

•  

  Profile Settings

 

Below, you will learn more about the individual functions of Lumiform on the Desktop:

 

Profile Settings

 

To access your profile settings, simply click on the profile icon located at the top right corner .

Here, you can view notifications, check details about your subscription and billing, and make any necessary changes. In the Profile section, you can access and update personal settings like your name, email, notification preferences, language settings, and changing password:

 

 

Dashboard

 

On the homepage, you can see an overview of your completed, planned, and ongoing inspections and audits. Additionally, you will have a summary of the current templates available.

Furthermore, you can easily create new templates and add users directly from this section.

 

 

Forms

 

Under Forms, you will find a selection of your created forms & templates listed. You can duplicate, delete, start forms and check the edit history by using the icons on the right side: 

 

 

Additionally, you can create new templates here. You have the option to choose from existing templates, start a new template from scratch, upload a PDF or table, as well as using the AI Tool. 

 

In addition to templates, you will also see scheduled and completed forms, as well as drafts of inspections that have been started and then paused. 

The filter function and completed forms - reports -  as well as drafts of started inspections:

 

 

Actions

 

Here, all created actions are listed. By clicking on each action, you can open and edit it. You also have the option to delete them if needed. Actions are created during or after an inspection, prompting a task that requires the attention of another user to be addressed and completed.

 

Administration

 

Under Administration, you can manage your organization. This includes overseeing users, groups, roles and categories. You can view and edit these settings in this section.

 

Analytics

 

In the Analytics section, you can analyze the results of past inspections and filter them based on various criteria to gain more precise insights into your users' performance.

In the overview, you will find a summary of average scores, overdue inspections and incidents.

Furthermore, you can view a detailed analysis of each point and download results for export.