To create a form, Start by clicking the New Form button then entering descriptive information about the form.

In our example, we are creating a form that will be used at a remote storage warehouse to perform a required inspection. The scenario is that we have received a notice that a particular O-ring if found to dry out and crack over a period of time. We have nearly 500 completed assemblies that need to be checked for this potential problem.

Our form will provide inspection instructions as well as fields for recording visual observations. It will be filled out once for each inspected assembly and the results will provide data and required documentation.

Using PocketForms to create and deploy our procedure, we can have the inspectors working on this project in a matter of minutes.

Since the form will be used to collect data, we'll save it as a template then click to OK button to proceed.

The Form Designer includes everything we need to build our form. We'll start with the Controls Task Pane and add a Label Control to serve as a heading for our form.

We'll add another label control to provide a summary and to save time, we'll simply paste our text into the provided field.

Now let's add another page to our form into which we can provide step by step instructions.

We'll start by prompting the user for the serial number of the inspected unit.

Now we'll add a text field for collecting the information and provide a data field name and a description that may be later used for reporting and data analysis.

Next, we'll create a prompt to have the inspector verify that required paperwork is present. Again, we can make up any data field name to uniquely identify the data collected into the field.

Another prompt can be used to determine if the unit has been previously inspected. Notice that the prompt we enter here will actually be displayed on the form.

Let's use another label control to prompt the inspector to perform the visual inspection.

We'll use a drop-down list box to provide appropriate selections. Again, the data field name, condition, may be later used to perform data analysis.

While we're at it, lets go ahead and enter the choices by switching to the Customze Controls View, selecting our drop-down list control and clicking the "edit list" option.

Instead of typing in our list items, we'll save time using good old copy/Paste. After closing the pop-up window, you can see the choices have been listed.

Let's switch back to the Controls Task Pane and add a signature block that works like the credit card terminals you find in many retail stores.

Finally, we'll add another tab page and drop in a picture of the assembly we wish to have inspected.

To improve the appearance of our form, let's start by switching back to the Customize Task Pane then change the label of each tab page. Notice that as you type in the new label, it is immediately reflected on the tab.

Next, we'll improve the formatting of our title with a bold font, color and an underline.

Since we'd like to use this title on the Procedure page as well, let's copy it to the control clipboard, switch to the Procedure Page, then click Paste. PocketForms always places new controls just below the last one on the page, so we'll find it and move it up to the top of the page.

To number our procedure steps, let's select the labels by holding the Shift Key as we click on them. Then, click the Numbers button to have them numbered.

We can indent our serial number and visual inspection fields using the Indent option on the main toolbar.

The Distribute tool can be used to set up even vertical spacing to further improve the form's appearance.

We'll use that tool again on the Overview page and we're pretty much done.

When we close the form, we'll be prompted to save changes and enter comments about our revision. We can add additional comments each time the form is updated.

As you can see, the form now appears in our list and is ready for deployment.