[ Lumiform Reviews ](https://www.g2.com/products/zyp-one-gmbh-lumiform/reviews) [ Lumiform Reviews ](https://www.g2.com/products/zyp-one-gmbh-lumiform/reviews) # Lumiform Features ##### ## Development Tools (6) Drag-and-drop Form Builder Allows users to create forms with branching logic without any code. API Builder Provides a built-in API builder for developers. Integrations Integrates with back office systems, content management systems, and other types of office software. Web Forms Web form that allows users to enter data that is sent and processed for different reasons Customizable Forms Customize contracts and forms to collect specific information Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Field Tools (8) GPS & Time Stamps Records GPS and time data points in reports. Barcode and Signature Capture Allows users to attach barcode and/or signature data within a report. Image and Video Capture Provides built-in image and video recording capabilities. Offline Capability Allows users to access and finalize forms without an internet connect. Embedded Work Instructions Allows users to access built-in work instructions. Electronic Signature Digitally sign online documents Single Sign On Allow users to access multiple services after entering their login credentials once Lead Capture Automatically identify and save contact information of potential customers Show More ##### ## Back Office Tools (4) Report Formatting Converts data collected from forms into reports in a variety of file types (PDF, Word, etc). Roles and Permissions Define and manage roles and access rights for the entire system. Analytics Dashboards Provides performance analytics dashboards. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Execution (6) Sampling Identify and track material samples for inspection or re-inspection. Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Data Capture Capture inspection data including photos and video, both online and offline. Reports Generate inspection reports using the information gathered during the inspection. Ad-hoc Tasks Allow users to create ad-hoc or unplanned inspection tasks. Real-Time Data Receive data and information in real time Show More ##### ## Planning (5) Checklists Ability to create configurable forms and checklists to capture inspection information. Approvals Ability to define criteria and workflows to approve or reject inspection tasks. Scheduling Organize inspection tasks based on constraints such as inspector availability. Procedures Allow users to create procedures and workflows for multiple types of inspections. Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Show More ##### ## Analytics (3) Monitoring Track the inspection process to ensure it follows procedures and complies with regulations. KPIs Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE). Nonconformace Generate nonconformance records and reports for defective products or noncompliance. Show More ##### ## Generative AI (3) AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Workflows - Audit Management (5) Audit Trail Displays all the changes made during audits, including details such as username, timestamp, or type of change in a centralized repository. Recommendations Coordinate and track recommended remediation actions. Collaboration Tools Facilitates collaboration between teams and stakeholders through shared workspaces. Integrations Integrates with risk management platforms, GRC tools, and other systems. Audit Planning Create a targeted plan, schedule resources, and determine long-term goals for the audit process Show More ##### ## Documentation - Audit Management (2) Customizable Forms Customize contracts and forms to collect specific information Checklists Provides checklists Show More ##### ## Reporting & Analytics - Audit Management (12) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Audit Performance Provide information on the performance of the audit activities and processes. Industry Compliance Ensures audits are compliant with industry-specific regulations and standards. ISO Compliance Guidelines set by the International Organization for Standardization Environmental Compliance Guidelines for conforming to environmental laws, regulations and requirements AML Compliance Anti-money laundering compliance helps businesses uncover suspicious financial activity Sarbanes-Oxley Compliance Regulations on a company's internal process when dealing with financial reporting KYC Compliance Verify the identity, suitability, and risks involved with maintaining a business relationship FDA Compliance Track and ensure quality of products in accordance with food and drug administration (FDA) act OSHA Compliance Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant Real-Time Data Receive data and information in real time Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## Additional Functionality (113) Mobile Access Access software remotely via mobile devices Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Activity Tracking Track and document all activities across devices, networks, and other systems Document Storage Store and organize documents in a centralized system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Task Management Create, manage and track all task activities and progression Workflow Management Create, design and manage workflows for repetitive tasks Status Tracking Track the status over time for a request, process, asset, or transaction Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Data Visualization Graphical representation of data Approval Process Control Manage the process of evaluating documents or requests submitted for approval Forms Management Store, manage and track all forms in a centralized location Change Management Track and monitor efficient handling of all changes/transitions Risk Alerts Notifying as a warning or reminder of a potential or imminent hazard Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Risk Analysis Analyze potential risks across the organization Policy Management Create, manage, and track policies and procedures within an organization Incident Management Manage and track all disruptions and incidents Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Security Auditing Systematic evaluation of the security of a company's overall security system and situation Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Risk Assessment Initiate collection and analysis of known risks Real-Time Monitoring Active monitoring of systems, applications, or networks Version Control Track revisions and updates made to files and navigate between different versions Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Alerts/Escalation System alerts about the need to escalate an issue or request Customizable Reports Alter the layout and content of reports Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Access Controls/Permissions Define levels of authorization for access to specific files or systems Certification Tracking Maintain personal certifications/qualifications Surveys & Feedback Gauge satisfaction and receive information for improvement and success Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Reminders Timed notification for any upcoming task, deadline, appointment, or activity Autofill Automatically populating fields or sections within a form Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Full Text Search Search for specific words or phrases within a document or database Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Address Validation Verifies and confirms the accuracy of an address SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Generative AI Use AI to generate content in the form of text, images, videos, etc. Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Lead Generation Manage the process of attracting and converting business prospects into leads Customizable Branding Add customized logos and colors to align with company branding Mobile Access Access software remotely via mobile devices Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases API Application programming interface that allows for integration with other systems/databases Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Forms Management Store, manage and track all forms in a centralized location Surveys & Feedback Gauge satisfaction and receive information for improvement and success Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Media Library Collection of images, videos and other digital content that can be used Data Import/Export Import and export data to and from software applications Real-Time Data Receive data and information in real time Data Security Protect sensitive data for digital privacy AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Data Capture and Transfer Import, collect, and capture data from multiple sources Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Generative AI Use AI to generate content in the form of text, images, videos, etc. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Work Order Management Creating, assign, and track jobs and/or tasks for work orders Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Reporting Active reporting of data and metrics Customizable Forms Customize contracts and forms to collect specific information API Application programming interface that allows for integration with other systems/databases Dispatch Management Manage sending personnel and resources to a site as needed Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Report Templates Sample of reports that could be customized as needed or used as is AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Equipment Tracking Track the location of specific equipment at all times Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Subcontractor Management Track information, qualifications, and contact details of subcontractors Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Audit Trail A record of all activities within the system, including user access, changes made, etc. Failed Inspection Tracking Track and store information regarding failed inspections Document Management Store, manage, and track all electronic documents in a centralized location Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Task Management Create, manage and track all task activities and progression Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Inventory Control Monitor product stock levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Risk Assessment Initiate collection and analysis of known risks Electronic Signature Digitally sign online documents Incident Management Manage and track all disruptions and incidents Code Enforcement Ensure all properties are adhering to government and legal codes 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