Company, unit or project
Create the operation that represents the context you want to manage.
Operations
Organize the work around an operation, not around isolated forms.
An Ecofyx operation can represent a company, unit, project or workstream. Inside it, templates and forms organize different needs while records, actions, people, history and results remain connected.
OperationsTemplatesFormsDashboardsHistoryAlertsResults
How to use
One operational context for different routines
Instead of creating disconnected forms, group the resources that belong to the same business context.
Templates and forms
Add ready-to-use applications and individual forms according to each area or routine.
Connected follow-up
Use lists, actions, Feed, alerts, dashboards, history and results without losing context.
Core resources
What a template can add to an operation
Templates are compositions on top of the same Ecofyx engine. They can package the resources needed for a specific routine.
- ✓Visible access to every form included in the template
- ✓Operational lists and mobile cards
- ✓Indicators and dashboard views
- ✓Main, auxiliary and contextual actions
- ✓Public pages and shared links when needed
- ✓Workflow, history, filters and results
Workflow
From form to operation without changing engines
Create the record, place it in the right operational context and keep the follow-up connected.
Create or choose
Build a form, use a form model or start from a ready-to-use operational template.
Connect to the operation
Keep forms, templates, people and records under the company, unit, project or workstream they belong to.
Register and update
Use forms, lists, public pages and actions while history remains connected.
Follow results
Use dashboards, Feed, alerts, filters, history and exports to analyze and act.
FAQ
Quick questions
Is an operation a separate system?
No. It is an organizational layer on top of the same Ecofyx forms, records and results engine.
Can one operation use several templates?
Yes. Each template can organize a different routine while remaining inside the same operational context.
Can I add an individual form to an existing operation?
Yes. Ecofyx supports combinations of ready-to-use templates and individual forms.
Can Ecofyx support operational management?
Yes. Ecofyx can support activities with a defined location, inspections, maintenance, utilities, facilities, evidence control and follow-up.
Create an operation and keep the routine connected
Bring forms, templates, actions, records and results together under the context where the work actually happens.
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