By the Book

Checklists You Can Rely On

You define what needs to be done. And e-forms ensures nothing is forgotten on the go.

Guide your employees dynamically and on the move toward success and save them unnecessary detours.

Key Features

The Most Important Features at a Glance

Complex Lists – Made Simple

Create custom checklists tailored to your needs – no programming required. Choose from a variety of predefined field types and validations, and assign the list to a task, notification, or technical object in SAP. The app is ready to use instantly.

Real-Time Updates

Changes to checklists in SAP are automatically updated on your employees’ mobile devices. Everyone works with the latest version – without worrying about compatibility or data storage.

Compatible With All Mobile Devices

The app supports a wide range of devices and operating systems. This ensures independence and optimal use.

Even when offline: e-forms stores data locally and synchronizes it upon the next connection.

Detailed Description

e-forms in Detail

Here’s what the app includes:

A variety of useful features ensuring maximum flexibility and optimal usability. See for yourself:

Create and manage checklist templates

  • Create any kind of checklist, e.g., inspection, maintenance, service reports, testing, and acceptance protocols
  • Templates are created and managed with the e-designer
  • Checklists can be linked to orders, technical locations, equipment, maintenance plans, or plan items

Dynamic Checklists

  • Changes to templates are automatically updated on mobile devices
  • No mobile-side programming required

Form Design Elements

  • Text and text blocks
  • Numeric values
  • Date and time fields
  • Checkboxes and radio buttons
  • Dropdown lists
  • Barcode fields
  • GPS position
  • Electronic signature
  • Photos and sketches
  • Email fields

Checklist Entry

  • Plausibility checks, e.g., minimum/maximum values for numeric fields
  • Completeness validation for input
  • Context-dependent display of fields
  • Mandatory and optional fields
  • Pre-populated fields with existing master data

Sending and Storing a Completed Checklist

  • Automatic generation and email delivery of PDF reports based on Word templates
  • Support for distribution lists
  • Custom storage in DMS based on configuration

Data Analysis

  • Checklist values stored in SAP
  • Evaluation of checklists in SAP

Interfaces

  • e-forms can be used as a standalone application
  • or as an integrated add-on for the e-companion product

Intelligent SAP Integration

e-forms is connected to your SAP system via a flexible data engine. This allows fast and easy adaptations and extensions – offering you a level of independence you’ll soon come to appreciate.

Everything from a Single Source

Learn more about our product suite – and how you can profitably use e-forms in your company alongside other tools.

Intelligent SAP Integration

e-forms is connected to your SAP system via a flexible data engine. This allows fast and easy adaptations and extensions – offering you a level of independence you’ll soon come to appreciate.

Everything from a Single Source

Learn more about our product suite – and how you can profitably use e-forms in your company alongside other tools.

Advantages of e-forms

With e-forms, you digitize paper checklists and forms within the SAP environment. The solution enables dynamic completion, automatic synchronization, and full process integration – for more efficiency, fewer errors, and transparent documentation.

e-designer

Digital Checklists Made Easy

With e-designer, you can create custom checklists and forms via a drag-and-drop graphical interface. It provides a wide range of prebuilt components, e.g., signatures, photos, text blocks, and task instructions. The best part: e-designer is fully integrated into your SAP landscape.

Detailed Description

e-designer in Detail

  • The e-designer is an extension tool for our mobile app e-forms.
  • Use it to easily create simple or complex checklists and forms.

Administration & Management

  • All configuration and management is done through the e-designer interface.
  • Validated checklist templates are stored directly in SAP.
  • Data storage and workflow control is centrally managed in SAP.
  • Reports are archived long-term in SAP.
  • Checklists can be linked to orders, technical locations, or equipment.

    Checklist Delivery

    • Automatic generation and email dispatch of PDF reports
    • Support for email distribution lists

    Structure Functions

    • Use section and group elements to structure your checklists

    Building Blocks

    • A wide variety of ready-made blocks are available for designing your checklists.

    Form Logic

    • Use if-then logic to control form behavior based on context Sections can be shown/hidden dynamically
    • Check for input completeness
    • Pre-fill fields with existing master data

    Preview

    • Preview feature lets you test and visualize your forms and checklists

    Reports with MS Word Templates

    • Customize report templates using MS Word

    e-report

    Our Document Generation Solution

    e-report enables easy form creation based on Word templates. It maps your SAP data into documents and forms – serving as an alternative to SAP SmartForms or Adobe Forms. e-report includes DMS integration and email dispatch. It integrates with e-forms and e-companion, but can also be used independently.

    Features

    at a Glance

    Template Creation

    • Templates can be created by end users in MS Word
    • Direct linking of templates to SAP objects

    Variable Mapping & Data Integration

    • Variables replaced using the Data Engine
    • Supports batch processing

    Document Creation & Dispatch

    • PDF documents generated automatically
    • Integrated email dispatch of reports
    • Documents stored in the document management system (DMS)

    Full integration with:

    • e-forms (e.g., checklist reports)
    • e-companion (e.g., deployment reports)

    Standard solution for mobile processes

    • Ideal for mobile order and checklist handling
    • Preconfigured SAP data sourcing

    Alternative to SAP SmartForms / Adobe Forms

    • Flexible and cost-efficient solution
    • No additional SAP form development required

    Intelligent SAP Integration

    e-report is integrated into SAP via the Data Engine.

    This allows for easy adjustments, quick implementation, and seamless integration into existing SAP processes.

    Advantages of e-report

    e-report enables simple creation, management, and archiving of SAP documents based on Word templates – fast, flexible, and efficient.

    References

    Trusted by Market Leaders

    Numerous renowned and internationally active companies rely on our solutions. With over 40,000 users worldwide, leading organizations trust us to digitize service and maintenance processes efficiently.

    This is just a selection – many other well-known companies also trust our solutions.

     

    e-switch in Numbers

    In Use Worldwide

    Over

    40000

    Users Worldwide

    25

    Years of Experience

    Customers in

    35

    Countries Around the World

    Take the Next Step Towards Efficiency

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    Seize the opportunities of digitalization and sustainably optimize your service and maintenance processes. With our mobile solutions and expertise, we support you on the path to more efficiency, transparency, and competitive advantage. Make the difference now!