Get the free From Paper-Based to Mobile Checklists - A Reference Model - wi2015 uni-osnabrueck

From Paperback to Mobile Checklists A Reference Model Thomas Boillat1, Christine Legner1 1 University of Lausanne, Faculty of Business and Economics (HEC), Lausanne, Switzerland Thomas. Boil lat,

How to fill out from paper-based to mobile

How to fill out from paper-based to mobile:

1. Identify the forms and processes: Start by identifying the specific forms and processes that are currently paper-based and need to be transitioned to mobile. This could include any type of form, such as surveys, applications, registration forms, etc.
2. Choose a mobile platform: Research and select a mobile platform or software that is suitable for your needs. Consider factors such as ease of use, customization options, security features, and compatibility with the devices used by your target audience.
3. Digitize the forms: Use the chosen mobile platform to digitize the paper-based forms. This involves creating digital versions of the forms with fields for data entry and any necessary functionality, such as dropdown menus, checkboxes, or signature capture fields.
4. Test and validate: Before fully implementing the mobile forms, thoroughly test them to ensure they function correctly and meet the intended purpose. Validate that the data entered in the mobile forms accurately reflects the information that was previously captured on paper.
5. Train employees or users: If the mobile forms will be used by employees or other users, provide training on how to access and complete the forms using the mobile platform. It is important to educate them on any specific features or functionalities, as well as security measures to protect sensitive data.
6. Transition process: Plan the transition process from paper-based to mobile carefully. Consider factors such as a timeframe for the transition, any necessary communication or documentation, and how to handle any outstanding paper-based forms during the transition period.
7. Monitor and improve: Once the transition to mobile forms is complete, monitor the usage and effectiveness of the new system. Gather feedback from users and make necessary improvements based on their suggestions or needs. Continuously evaluate and optimize the mobile forms to ensure they are providing benefits over the previous paper-based processes.

Who needs from paper-based to mobile?

1. Businesses and organizations: Companies of all sizes and industries can benefit from transitioning from paper-based to mobile forms. It can streamline processes, improve data accuracy, and enhance efficiency in areas such as employee onboarding, customer feedback collection, or data entry.
2. Field workers or remote teams: Mobile forms are particularly advantageous for employees or teams working outside the office or in remote locations. They can easily access and complete forms on their mobile devices, eliminating the need for carrying stacks of paper or manual data entry.
3. Government agencies and institutions: Government organizations, such as tax authorities, educational institutions, or healthcare providers, often deal with numerous forms that can be transformed into mobile versions. This can simplify administrative procedures, reduce paperwork, and improve data management and analysis.

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