How Do I Generate and Retrieve a QR Code From the System?

Issue

I would like to set up a QR code for easy access of incidents, surveys, etc., how do I set that up? Or I want to set up a QR code for a form that my staff needs to fill frequently, how do I do that?

Environment

Kipu Compliance, Roles: All

Resolution

Any user that has access to the form can create a QR code to the form. Keep in mind that only enabled users can access the form unless it's set up as an anonymous form.

Important:
QR codes are Location Specific and can not be used with the Safari browser.

1. Locate the form that needs a QR code. Either search from the Find in Kipu Compliance search or if you know where it's set up under the Forms tab and open it.
   
2. Within the List View/Form Library View page select the Add New button.
   
3. On the page for the form, right-click with your mouse anywhere on the form and select Create QR Code from the options.
   

4. Once the QR code is generated, either copy & paste the link for sharing via email or download & print the QR code for physical copies that you can set up around the facility.
   

   Note:
   You can track completed forms within the View Charts button next to the Add New button on the List View/Form Library View page.
   

Cause

The QR code feature allows staff or clients to scan a code using their device to access and complete a blank form. QR codes are location-specific and can be generated for any Kipu Compliance document. However, only enabled users can complete forms via QR codes unless the form is set up for anonymous submissions.

Additional Information

To learn more about creating an anonymous form, click here.