How do I configure my forms in the Management Portal?

In this article, learn how to create a list of Form IDs that can be used to create unique serial numbers for each item produced, without having to tag each item with an RFID or QR/Barcode tag.

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Overview

If you do not wish to tag each product with a serial number, but would still like to capture data about the unique items you produce, this can be accomplished by using Form IDs.

Without serializing each product, the easiest way to track your items is to know each item's Pour Date & Time, and the Form ID of the form (or mold) in which it was poured. Since a single form can only be used to pour one product at a time, this combination of values (Pour Date/Time and Form ID) creates a unique identifier for each product. This unique identifier can act as the product's serial number in Idencia.

This article will include the following topics:

Creating Form IDs
Manually Create a Single Form ID
Upload Multiple Form IDs

See the Working with Items in the Mobile Application knowledge article to learn how Form IDs are used in the mobile app.

Creating Form IDs

Before creating your list of forms in Idencia, you must first assign a unique identifier, called a Form ID, to each of your forms. Forms IDs can be numbers like 1, 2, 3, 4 or combinations of numbers and letters like HC-1, HC-2. Regardless of the numbering method you choose, each form will need a unique identifier.

Also required will be each form's Form Type.  Form Types are categories of forms.  You may have several pipe forms, a few manhole forms, and two Hollowcore forms (beds) and choose to create three Form Types - Pipe, Manhole, and Bed.  You may have exclusively pipe forms, but in varying sizes. For example, you many have fifteen 36" Pipe forms, twenty-five 15" Pipe forms, and forty 16" Pipe forms. In this example, your Form Types might be 36 Inch, 15 Inch and 16 Inch.  Form Types are completely up to you and can be any combination of numbers and letters that you choose.

Manually Create a Single Form ID

1. In the Management Portal, using the left-hand navigation menu, select Setup --> Forms
   
   
   The Form Screen Opens
2. Click New Form in the upper right corner of the screen
3. Enter the form's Number. This will be the Form's ID and can be any combination of numbers and letters. Example:  HC-1
4. Enter the form's Name. Example: Hollowcore Bed #1
5. Enter the form's Type. Example: Bed
6. Click Save

Upload Multiple Form IDs

1. Create a spreadsheet with three columns: Number, Name, Type
2. Enter your form information on each row. 
   1. All three columns in each row are required
   2. Do not skip rows. The first blank row should be the end of your list.
      
      
      
      
3. When your list is complete, save the worksheet as a .CSV file on your local drive
   
   
4. In the Management Portal, using the left-hand navigation menu, select Setup --> Forms
5. In the upper right corner, click Import
6. Click Browse 
7. Browse to and select your .CSV file
   
   
   
   
8. Click Next 
   A confirmation message will appear including the number of items that will be imported. 
   
   
   If errors were found (blank columns or missing information), an error message will appear instead.
   
   
   
9. Click Import