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How to Complete and Submit Assigned Forms

Instructions for filling out and submitting inspection forms assigned to your assets.

J
Written by Jordie Webb
Updated over 10 months ago

Summary

Instructions for filling out and submitting inspection forms that have been assigned to your assets in Oriyent. Covers form access, field types, required fields, saving, and final submission.


Keywords

form submission, inspection forms, assigned forms, complete form, save progress, submit inspection, Oriyent forms, mobile inspection, asset forms


Overview

Once forms are assigned to your assets in Oriyent, they become accessible to users for data collection. Whether you’re on-site or at your desk, completing these forms accurately ensures inspections are tracked, compliant, and synced back to your project dashboard.

This guide walks through how to access, complete, and submit an assigned form.


What You’ll Need

  • A Creator or Collaborator account

  • At least one form assigned to an asset

  • Internet access (or offline mode enabled)

  • Device with web browser (desktop, tablet, or mobile)


How to Access Your Assigned Form

Option 1: From the Map

  1. Open the Map View

  2. Click on the asset graphic

  3. In the asset popup, select the assigned form

  4. Click Open Form or Edit directly in the Popup

Option 2: From the Data tab

  1. Go to the Data section

  2. Click on a specific asset

  3. Under Assigned Forms, choose the form you want to complete

  4. Click Open

Option 3: Via QR Code

  • Scan the QR code associated with the asset using your device

  • The assigned form will open in your browser

Option 4: From the Form Tab

  1. Go to the Form section

  2. Search and click on a specific form

  3. Click Edit.


Filling Out the Form

  • Enter information into each field as needed

  • Use dropdowns, number inputs, yes/no switches, and text boxes

  • Upload photos, videos, or documents if attachments are enabled

  • Toggled fields like Required, Timestamp, or Location will collect additional data automatically

Required fields must be completed before submission.

Timestamp and location data will auto-capture during entry (if enabled)


Saving and Submitting

  • Click Save Draft if you need to return later

  • Once all required fields are complete, click Submit

  • After submission:

    • Progress will update in real-time

    • The asset color will reflect the updated completion status

    • Submitted data becomes read-only


What Happens Next?

  • The form is locked to prevent accidental edits

  • Your progress contributes to the asset’s and collection’s status

  • Admins and collaborators can view or export completed submissions


Troubleshooting Tips

Issue

Solution

Can’t submit form

Check if all required fields are filled

Location not captured

Ensure browser/device location access is enabled

Form appears empty

Refresh the page or re-open the form

Draft not saving

Confirm internet connection or use offline mode

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