29 Jul 2022 | News / Release Notes

Zutec Cloud and Mobile Field App –  Release 2.117.0

Below you will find the details of new features found in Zutec’s July 2022 release, across our in-browser Cloud platform and our Mobile Field application.

All the Cloud features are available but won’t take effect unless you choose to use them.

The Mobile application changes improve the experience for all our users and will take effect as soon as each user updates their mobile app.

*Zutec Field Mobile App will be available once approved through the App store.

Zutec Cloud – New Form Builder

Form Builder – Hidden Sections

Form Builder – Link Signatures to Name and Date Inputs

Zutec Cloud – Raised Linked Issues

Zutec Cloud – User Management, Export & Import Users

UK Legislation – Regulation 40 Requirements

 

Zutec Cloud – New Form Builder

Introducing Zutec’s new redesigned Form Builder. Create Custom Forms quickly with Zutec’s new Drag-and-Drop Form Builder.

Manage all your project Forms using the new Manage Forms Interface. Search and manage existing Forms and create new Forms.

 

form_builder

 

View the Form, Edit details and design, Share the Form to other Projects, and introducing the new feature to easily Reorder Pages within the Form.

From the Manage Forms page, select More Actions

 

New_form_builder

new_form_builder

  • New Page
    • Click on the New Page button
    • Enter the Name of this new page and Save.
    • This will append the page to the end of the Form.

 

  • Page Options:
    • Rename Page
      • Click on the Edit icon beside the page Name
      • Edit the Name
      • Click on the Save Icon to save the page name.new_form_builder
        • Edit Design – This will open the form on this page to edit the design.
        • Delete – Click to Delete a page in the form.
        • Reorder Pages

This new feature allows you to reorder your pages in the form easily,

  • Click on Reorder button
  • Click on the Page you wish to change.
  • Drag the Page to the desired location
  • Click on SAVE ORDER button to save the changes.

Edit Details

  • Click to display a popup window to Edit the Form Details


Summary Fields

  • Click to display a popup window to Manage Form Summary Fields
  • Select Each Field Name and Label and click on ADD FIELD Button
  • These are the Fields Displayed on the Register Columns.
  • Click on Delete Icon to remove saved Summary Fields.
  • Share – Click to display a popup window to Share this Form to another Project you have access to.
  • Publish – Click to display a popup window to Publish the Form.

 

Publishing a Form

A Form must be Published in order to assign it to a Register.

  • Publish
    • Create and Assign to a New Register Type
    • Assign to an Existing Register Type
  • Assign the Form to a Register

  • Select Create to create a new Register Type and enter a Name for this Register Type.
    • This will assign this Form to this new Register Type.
  • Select Assign to assign this Form to an existing Register Type.

When designing Forms in order to have Register Inputs, the Form must be Published and Assigned to the Register Type first.

  • Delete – Click to Delete

Unpublish a Form

  • To Unpublish a Form open a Published form in the Form Builder(Design mode).
  • Click on the UNPUBLISH button located to the top right of the Form page.

  • Click to Unpublish the Form.
  • This will display a popup window to confirm this action.
  • Once confirmed, it will unassign the Form from the Register Type, and it will now display this button as PUBLISH.
  • Once the Form is Unpublished, all input type are now available to add to the form.

Form Builder New Interface

Drag-and-Drop

The new Drag-and-Drop features allows you to drag and drop elements and inputs onto the Form, completely transforming the user experience, and reducing the time and complexity in designing your digital forms.


Tools

 

The new Tool bar includes alignments tools, select and deselect all, and delete.

Other New Features include:

Multi-Select – Select multiple elements and inputs on the page using the New Multi-select feature, by clicking and dragging over the elements to select.

Resizing Elements – A new feature allows for the resizing of elements including inputs and images, by clicking and dragging to adjust.

Publishing Forms – When the Form has been designed, it can then easily be Published. By Publishing a Form it assigns it to a Register.

Select Multiple Elements

There are 2 options to select multiple elements on the Form page.

  • Click and drag the mouse over a number of elements to Select.
  • Click on one element, and press CTRL on the keyboard and click on more elements to select.

  • Once selected each element is outlined with a red dashed line.

Two options with Multiple Elements selected.

  • Click on the Arrows Icon to move the selected.
  • Click on the bottom right corner and drag outwards or inwards to resize all elements.

 

Navigation

To Navigate through the pages in the Form

  • Select Page Number (1,2,3,,,)
  • Select the right or left arrow to move forward and back through the pages.
  • Select a Page from the drop down list of pages ordered by page number.

Breadcrumbs

  • Displays the directory to display what page is currently displayed.
    • Forms / Form Name / Page Name

Autosave

  • Autosave displayed to the top right of the Form, to indicate that all changes made are Automatically saved.

Form Settings

  • Select the Settings Icon on the top right of the Form Page.

Resize Page

  • Edit the Width and Height to resize the page, and click on the SAVE

Note: Width and Height are measured on pixels.

Default Size : Width 794 and Height 1124 (A4 page in Portrait).

Background Image

  • Add a Background Image to the Form.
  • Click on the Browse Button to find the image from your computer.
  • Once an image is selected, the image will display.
  • Select CLEAR to remove image.
  • Click on the SAVE button to save this image as the background image.

Note : For images smaller than the page size, the image will be repeated on the page.

Background Opacity

  • Click on the slider bar to increase or decrease opacity of the Background Image.
  • By Default the opacity is set to the highest, displaying the image with no opacity set.

Grid

  • Increase or decrease the size of the Grid Lines by editing the Width and Height.
  • Default is set to 10 x 10.
  • Measured in pixels.

Import Form

  • Import an existing form page into the current form page.
  • Select Form – from the list of existing forms.

  • Select Page to import from the Form.

  • Click on Append or Replace
    • Append : Add after the elements on the page.
    • Replace : Replace all the elements on the page.

 

Inputs

Label Input:

  • Name the Label
  • Edit the Font Family and Font Size.
  • Select Continue button to add the label.

Textfield Inputs

  • Enter the Name of the Input
  • Edit Width and Height if required.
  • Add Label – This is checked by default, meaning a label with the same name as the Input will be added. Deselect if no label is required.
  • Click on the Continue button to add this input and the label to the Form Page.

Image Elements

  • Browse to select the Image required.
  • Edit Width and Height if required
  • Add Label – deselect if not required.
  • Click on the Continue button to add this image to the Form.

Editing Elements and Inputs

Label

  • Click on the Label to Select it.
  • Click on Delete Icon to remove this Label.
  • Click on the Edit Icon to Edit the Label
  • Edit:
    • Name
    • Font
    • Font Size
    • X and Y Locations. (see other option to change location)

To Move a label on the page – click on the label and drag the label to desired location.

Textfields
  • Click on the Textfield to Select it.
  • Click on Delete Icon to remove this Textfield.
  • Click on the Edit Icon to Edit the Textfield
  • Edit:
    • Name
    • X and Y Locations. (see other option to move the textfield).
    • Width and Height (see other option to resize).

 

  • Move a textfield on the page – click on the textfield and drag the textfield to desired location.
  • Resize a textfield, by clicking on the bottom right corner and dragging outwards or inwards.

 

Images

Edit Image

  • Click on the Image to select it. This will display the Delete and Edit Icon.
  • Click on Delete to remove the Image.
  • Click on Edit to edit the image.
  • Select Browse to select a different Image.
  • Change x and y locations to move the image. (See other option to move the image location)
  • Edit Width and Height. (See other option to move the adjust Image size)

  • Click on the Image to Select it.
  • Move the Image location by clicking and dragging to a new location on the page.
  • Resize the Image by clicking on the bottom right corner and dragging outwards or inwards.

Images, Labels and Textfields can be resized.

Signatures, Dates, and File uploader cannot be resized.

 

Form Builder – Hidden Sections

A New feature added to the Form Builder allows the option to add Hidden Sections to Forms. This can be very useful where forms have inputs laid out in a tabular design, and the User displays each section where required.

With Hidden Sections the User decides to display each section to fill in the inputs.

Click and Drag a Hidden Section onto the Form Page, and add elements to the section.

  • Open up a Form in the Form Builder.
  • Click and Drag a Hidden Section onto the Form Page.
  • A Hidden Section is the width of the page, and has a default height. The Height can be adjusted by clicking and dragging the bottom horizontal line.
  • Add Elements and Inputs onto the Hidden Section.
  • It is important to display one row of elements and inputs first, then the hidden sections.
  • Hidden Sections can be removed by clicking on the Delete icon to the right of the Hidden Section.

 

When the User is creating a new record / Filling in the Form, the Hidden Sections are indicated by a + Icon and a blue shaded area.

  • A Hidden section is displayed one at a time. Click on + icon to display each one.
  • The + icon will be displayed only where there is Hidden Sections.

  • A popup will display for the User to confirm the display of the Hidden Section.

 

 

Form Builder – Link Signatures to Name and Date Inputs

A new Feature added to Forms, to allow for a link to be created between a Signature Placeholder and a Name and Date Input from the Form.

By creating a link, it saves the user from entering their name and date when signing a Form. It also improves data integrity, whereby the Name and Date of the Person that has signed the Form is captured every time.

 

Linking Signatures to Inputs – Configuration

The Form must be Published (Assigned to a Register) in order to link the inputs to the signature.

  • Locate the Form from Manage Forms.
  • Click on Edit, to open the Form Builder.
  • Click on the existing Signature Placeholder
  • Click on the Edit icon on the Signature Placeholder
  • This will open up a popup window.

  • Click on Link with date and name inputs. This will display Date and Name

Note: Both Name and Date must be selected.

  • Select a Date and Name Input to link this Signature Placeholder to, and click on save.

  1. When the Signature has been linked to the inputs, a Link icon is displayed on the Signature Placeholder.

When filling in the Form

When a Signature is linked with date and name inputs. The person filling in the Form, just needs to sign the form, and their Name and Date will be populated when the Form is saved.

  • The Name and Date Inputs – are disabled, and cannot be edited.
  • Click on the Signature to enter the Signature.
  • The Name and Date will be populated when the form is
  • The Name and Date are captured in the inputs.

Zutec Cloud – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form, and based on configuration it will auto-populate information entered in the current form into the new form, reducing manual entry and decreasing the time it takes to fill in the forms.

  • Allows for the Raising of multiple Issues from an individual Form, creating a link between the records.

When filling in Inspection Forms, raise multiple defects without having to leave the current inspection form.

Full Admin Configuration to allow for a fully customisable feature, whereby multiple Registers can be linked and mapped.

The Raise Issue feature is available from a Form only.

Raise an Issue from:

Form → Form

Form → Record

Note : It is not possible to raise an issue from a record to a record, or a record to a form.

Configuration

  • For each Register to be linked, Navigate to each Register, to More Options → General and Set Record Linking ON.
  • Select Assign an Issue Register from More Options Section. This will open the Assign Issues Register screen.
  • Select each Register required to assign as an Issue Register for this Register.
  • Once an Issue Register is assigned, then Issues can be raised for the Registers selected.

  • Set Field Mapping for each Register Assigned.

Note : Field Mapping is not mandatory, as it is possible to Raise Issues without mapping fields. See benefits of Field Mapping.

  • Select each Register by clicking on the checkbox, and click on Setup Field Mapping This will open the Issue Register Field Mapping Screen.

Benefits of Field Mapping: Mapping of fields from the Register to the Issues Register, allows for auto-population of these fields when raising an issue from a Form to the Raise Issue.
This reduces the time for the User filling out the Form when raising an issue, as all the mapped fields are pre-populated from the original form, thereby saving the User time by not having to re-enter all the information again.

Note : When Mapping Fields ensure the data types match eg. Date Field -> Date Field.

Custom Value : Allows you to set a particular value to the Field.

Form : Can apply to the whole Form, or set particular mapping for individual pages within the Form.

  • Map Fields for the Issues Register
  • Issue Register : Select Register, this will be the Register that the Issue will be raised to (destination).
  • Issue Field : Select Field of the Issue Register (Destination field)
  • Map Field : Select Field to the source register to map the data from.
  • Custom Value : Add a Custom Value to map to the Issue Field.
  • Form : Select Form, or Form Page.
  • Add : Select to Add.

Once Added the Mapped Fields settings will display below under Existing field Mapping Section.

Displaying :

  • Issue Register (Destination Register)
  • Issue Field (Destination Field)
  • Map Field (Source Field)
  • Custom Value
  • Form
  • Remove – Click to remove the mapping.

Mapped fields : A Source Field can be mapped to multiple Issue Fields.

Raising an Issue

  • When filling in a Form, and an Issue needs to be raised. Select Raise Issue tab from the Form page. This is located at the top right of each Form Page.

Note : The Raise Issue Tab is only displayed on the Forms that have Issue Registers Configured.

  • This will open Select Issue Type
  • Search a Register, and Select Register Name.

Raise Issue to a Record Example:

Raise Issue to a Form Example:

  • Complete the Record or Form, and click on Save.
  • On this Raised Issue is Saved, it will navigate directly back to the page on the original Form, to allow the User to complete the Form, or Raise further issues.
  • Ensure to Save the Form.
  • This Raised Issue is displayed on the Form Page as Issue, and number of issues displayed.
  • To View this Issue : Select Issue from the tab.
  • To Raise a new Issue click on the exclamation icon on the Issue Tab.

Note: Multiple Issues can be raised from a single Form.

  • View Raised Issue – This will open a Popup to select the Issue Type. Select to navigate to the raised issues, which will navigate to the Register listing the Raised Issues.

  • A column is added to the Register : Raised By, indicating that the issue was raised from another Form.
  • Click on this icon to view the source Form that raised the issue.

  • Once an Issue has been raised from a Form, a new column is displayed in the Register named : Issues.
  • View Issues Raised by clicking on the Issus icon, and selecting the register, to navigate to the issues.

If a Form has raised Issues, and Issues Raised to it, then the Register will display Raised by and Issues column.

Zutec Field Mobile App – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form in Zutec Field, and based on configuration it will auto-populate information entered into the form into the new form, reducing manual entry and increasing the time it takes to fill in the forms.

  • In Zutec Field open a New Form, there is a new tab for Raise Issue located on each page of a Form.

 

 

Zutec Cloud – User Management, Export & Import Users

This New Feature is available in the User Management Module. Export all your current Users from the application into an excel file.

Bulk Import Users into the platform, by uploading an excel file, and the system will import all the users and their details.

  • On User Management – Two new buttons are displayed, for Exporting Users, and Importing

Export Users

Export all your users on the Project to Excel with one click. The export displays all the users details including:

  • Users Name
  • Email
  • Last Activity
  • Organisation
  • User Groups
  • Distribution lists
  • Click on the Export Users Button on the Manage Users Screen.
  • This will download the list of users to an excel sheet.

Import Users

Bulk Import Users into Zutec Cloud, this allows for easy addition of users onto the Platform.

  • Navigate to the Manage Users screen
  • Select Import Users This will display the Import Users Screen.
  • Download Template File.

This will download the template file to use. All the users details should be added to this file.

Template File: All fields in the template file are Mandatory.

  • Email
  • Organisation – This must be an Organisation must match an Organisation on the application.
  • Firstname
  • Surname
  • Mobile Phone
  • Role

  • Upload File
  • Browse your computer, or drop files into the area to upload the file.
  • Select Import Users Button to upload all Users.

  • When the Users have been imported successfully, it will display a Success Report.

Note : If any errors exist in the file, for example invalid email address. An Error Report display each row and cell number in which there is an error. The error must be resolved in the Excel sheet, and uploaded again.

 

UK Legislation – Regulation 40 Requirements

Zutec have already launched Regulation 40 features, below are some improvements to make it even better.

  • Capture GPS coordinates for every image uploaded through Zutec Field Mobile App. This ensures compliance as part of the new Regulation 40 part L photographic evidence.
  • Auto-rename photos upon upload. Rename photos based on a configured column.
  • A new setting on a Review Status, to ensure a photo is attached to the Record/Form. This ensures a photo is attached before the record can be reviewed.
29 Jul 2022 | News / Product Updates

Zutec’s New Form Build – Why it Matters?

Below you will find the details of new features found in Zutec’s July 2022 release, across our in-browser Cloud platform and our Mobile Field application.

All the Cloud features are available but won’t take effect unless you choose to use them.

The Mobile application changes improve the experience for all our users and will take effect as soon as each user updates their mobile app.

*Zutec Field Mobile App will be available once approved through the App store.

Zutec Cloud – New Form Builder

Form Builder – Hidden Sections

Form Builder – Link Signatures to Name and Date Inputs

Zutec Cloud – Raised Linked Issues

Zutec Cloud – User Management, Export & Import Users

UK Legislation – Regulation 40 Requirements

 

Zutec Cloud – New Form Builder

Introducing Zutec’s new redesigned Form Builder. Create Custom Forms quickly with Zutec’s new Drag-and-Drop Form Builder.

Manage all your project Forms using the new Manage Forms Interface. Search and manage existing Forms and create new Forms.

 

form_builder

 

View the Form, Edit details and design, Share the Form to other Projects, and introducing the new feature to easily Reorder Pages within the Form.

From the Manage Forms page, select More Actions

 

New_form_builder

new_form_builder

  • New Page
    • Click on the New Page button
    • Enter the Name of this new page and Save.
    • This will append the page to the end of the Form.

 

  • Page Options:
    • Rename Page
      • Click on the Edit icon beside the page Name
      • Edit the Name
      • Click on the Save Icon to save the page name.new_form_builder
        • Edit Design – This will open the form on this page to edit the design.
        • Delete – Click to Delete a page in the form.
        • Reorder Pages

This new feature allows you to reorder your pages in the form easily,

  • Click on Reorder button
  • Click on the Page you wish to change.
  • Drag the Page to the desired location
  • Click on SAVE ORDER button to save the changes.

Edit Details

  • Click to display a popup window to Edit the Form Details


Summary Fields

  • Click to display a popup window to Manage Form Summary Fields
  • Select Each Field Name and Label and click on ADD FIELD Button
  • These are the Fields Displayed on the Register Columns.
  • Click on Delete Icon to remove saved Summary Fields.
  • Share – Click to display a popup window to Share this Form to another Project you have access to.
  • Publish – Click to display a popup window to Publish the Form.

 

Publishing a Form

A Form must be Published in order to assign it to a Register.

  • Publish
    • Create and Assign to a New Register Type
    • Assign to an Existing Register Type
  • Assign the Form to a Register

  • Select Create to create a new Register Type and enter a Name for this Register Type.
    • This will assign this Form to this new Register Type.
  • Select Assign to assign this Form to an existing Register Type.

When designing Forms in order to have Register Inputs, the Form must be Published and Assigned to the Register Type first.

  • Delete – Click to Delete

Unpublish a Form

  • To Unpublish a Form open a Published form in the Form Builder(Design mode).
  • Click on the UNPUBLISH button located to the top right of the Form page.

  • Click to Unpublish the Form.
  • This will display a popup window to confirm this action.
  • Once confirmed, it will unassign the Form from the Register Type, and it will now display this button as PUBLISH.
  • Once the Form is Unpublished, all input type are now available to add to the form.

Form Builder New Interface

Drag-and-Drop

The new Drag-and-Drop features allows you to drag and drop elements and inputs onto the Form, completely transforming the user experience, and reducing the time and complexity in designing your digital forms.


Tools

 

The new Tool bar includes alignments tools, select and deselect all, and delete.

Other New Features include:

Multi-Select – Select multiple elements and inputs on the page using the New Multi-select feature, by clicking and dragging over the elements to select.

Resizing Elements – A new feature allows for the resizing of elements including inputs and images, by clicking and dragging to adjust.

Publishing Forms – When the Form has been designed, it can then easily be Published. By Publishing a Form it assigns it to a Register.

Select Multiple Elements

There are 2 options to select multiple elements on the Form page.

  • Click and drag the mouse over a number of elements to Select.
  • Click on one element, and press CTRL on the keyboard and click on more elements to select.

  • Once selected each element is outlined with a red dashed line.

Two options with Multiple Elements selected.

  • Click on the Arrows Icon to move the selected.
  • Click on the bottom right corner and drag outwards or inwards to resize all elements.

 

Navigation

To Navigate through the pages in the Form

  • Select Page Number (1,2,3,,,)
  • Select the right or left arrow to move forward and back through the pages.
  • Select a Page from the drop down list of pages ordered by page number.

Breadcrumbs

  • Displays the directory to display what page is currently displayed.
    • Forms / Form Name / Page Name

Autosave

  • Autosave displayed to the top right of the Form, to indicate that all changes made are Automatically saved.

Form Settings

  • Select the Settings Icon on the top right of the Form Page.

Resize Page

  • Edit the Width and Height to resize the page, and click on the SAVE

Note: Width and Height are measured on pixels.

Default Size : Width 794 and Height 1124 (A4 page in Portrait).

Background Image

  • Add a Background Image to the Form.
  • Click on the Browse Button to find the image from your computer.
  • Once an image is selected, the image will display.
  • Select CLEAR to remove image.
  • Click on the SAVE button to save this image as the background image.

Note : For images smaller than the page size, the image will be repeated on the page.

Background Opacity

  • Click on the slider bar to increase or decrease opacity of the Background Image.
  • By Default the opacity is set to the highest, displaying the image with no opacity set.

Grid

  • Increase or decrease the size of the Grid Lines by editing the Width and Height.
  • Default is set to 10 x 10.
  • Measured in pixels.

Import Form

  • Import an existing form page into the current form page.
  • Select Form – from the list of existing forms.

  • Select Page to import from the Form.

  • Click on Append or Replace
    • Append : Add after the elements on the page.
    • Replace : Replace all the elements on the page.

 

Inputs

Label Input:

  • Name the Label
  • Edit the Font Family and Font Size.
  • Select Continue button to add the label.

Textfield Inputs

  • Enter the Name of the Input
  • Edit Width and Height if required.
  • Add Label – This is checked by default, meaning a label with the same name as the Input will be added. Deselect if no label is required.
  • Click on the Continue button to add this input and the label to the Form Page.

Image Elements

  • Browse to select the Image required.
  • Edit Width and Height if required
  • Add Label – deselect if not required.
  • Click on the Continue button to add this image to the Form.

Editing Elements and Inputs

Label

  • Click on the Label to Select it.
  • Click on Delete Icon to remove this Label.
  • Click on the Edit Icon to Edit the Label
  • Edit:
    • Name
    • Font
    • Font Size
    • X and Y Locations. (see other option to change location)

To Move a label on the page – click on the label and drag the label to desired location.

Textfields
  • Click on the Textfield to Select it.
  • Click on Delete Icon to remove this Textfield.
  • Click on the Edit Icon to Edit the Textfield
  • Edit:
    • Name
    • X and Y Locations. (see other option to move the textfield).
    • Width and Height (see other option to resize).

 

  • Move a textfield on the page – click on the textfield and drag the textfield to desired location.
  • Resize a textfield, by clicking on the bottom right corner and dragging outwards or inwards.

 

Images

Edit Image

  • Click on the Image to select it. This will display the Delete and Edit Icon.
  • Click on Delete to remove the Image.
  • Click on Edit to edit the image.
  • Select Browse to select a different Image.
  • Change x and y locations to move the image. (See other option to move the image location)
  • Edit Width and Height. (See other option to move the adjust Image size)

  • Click on the Image to Select it.
  • Move the Image location by clicking and dragging to a new location on the page.
  • Resize the Image by clicking on the bottom right corner and dragging outwards or inwards.

Images, Labels and Textfields can be resized.

Signatures, Dates, and File uploader cannot be resized.

 

Form Builder – Hidden Sections

A New feature added to the Form Builder allows the option to add Hidden Sections to Forms. This can be very useful where forms have inputs laid out in a tabular design, and the User displays each section where required.

With Hidden Sections the User decides to display each section to fill in the inputs.

Click and Drag a Hidden Section onto the Form Page, and add elements to the section.

  • Open up a Form in the Form Builder.
  • Click and Drag a Hidden Section onto the Form Page.
  • A Hidden Section is the width of the page, and has a default height. The Height can be adjusted by clicking and dragging the bottom horizontal line.
  • Add Elements and Inputs onto the Hidden Section.
  • It is important to display one row of elements and inputs first, then the hidden sections.
  • Hidden Sections can be removed by clicking on the Delete icon to the right of the Hidden Section.

 

When the User is creating a new record / Filling in the Form, the Hidden Sections are indicated by a + Icon and a blue shaded area.

  • A Hidden section is displayed one at a time. Click on + icon to display each one.
  • The + icon will be displayed only where there is Hidden Sections.

  • A popup will display for the User to confirm the display of the Hidden Section.

 

 

Form Builder – Link Signatures to Name and Date Inputs

A new Feature added to Forms, to allow for a link to be created between a Signature Placeholder and a Name and Date Input from the Form.

By creating a link, it saves the user from entering their name and date when signing a Form. It also improves data integrity, whereby the Name and Date of the Person that has signed the Form is captured every time.

 

Linking Signatures to Inputs – Configuration

The Form must be Published (Assigned to a Register) in order to link the inputs to the signature.

  • Locate the Form from Manage Forms.
  • Click on Edit, to open the Form Builder.
  • Click on the existing Signature Placeholder
  • Click on the Edit icon on the Signature Placeholder
  • This will open up a popup window.

  • Click on Link with date and name inputs. This will display Date and Name

Note: Both Name and Date must be selected.

  • Select a Date and Name Input to link this Signature Placeholder to, and click on save.

  1. When the Signature has been linked to the inputs, a Link icon is displayed on the Signature Placeholder.

When filling in the Form

When a Signature is linked with date and name inputs. The person filling in the Form, just needs to sign the form, and their Name and Date will be populated when the Form is saved.

  • The Name and Date Inputs – are disabled, and cannot be edited.
  • Click on the Signature to enter the Signature.
  • The Name and Date will be populated when the form is
  • The Name and Date are captured in the inputs.

Zutec Cloud – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form, and based on configuration it will auto-populate information entered in the current form into the new form, reducing manual entry and decreasing the time it takes to fill in the forms.

  • Allows for the Raising of multiple Issues from an individual Form, creating a link between the records.

When filling in Inspection Forms, raise multiple defects without having to leave the current inspection form.

Full Admin Configuration to allow for a fully customisable feature, whereby multiple Registers can be linked and mapped.

The Raise Issue feature is available from a Form only.

Raise an Issue from:

Form → Form

Form → Record

Note : It is not possible to raise an issue from a record to a record, or a record to a form.

Configuration

  • For each Register to be linked, Navigate to each Register, to More Options → General and Set Record Linking ON.
  • Select Assign an Issue Register from More Options Section. This will open the Assign Issues Register screen.
  • Select each Register required to assign as an Issue Register for this Register.
  • Once an Issue Register is assigned, then Issues can be raised for the Registers selected.

  • Set Field Mapping for each Register Assigned.

Note : Field Mapping is not mandatory, as it is possible to Raise Issues without mapping fields. See benefits of Field Mapping.

  • Select each Register by clicking on the checkbox, and click on Setup Field Mapping This will open the Issue Register Field Mapping Screen.

Benefits of Field Mapping: Mapping of fields from the Register to the Issues Register, allows for auto-population of these fields when raising an issue from a Form to the Raise Issue.
This reduces the time for the User filling out the Form when raising an issue, as all the mapped fields are pre-populated from the original form, thereby saving the User time by not having to re-enter all the information again.

Note : When Mapping Fields ensure the data types match eg. Date Field -> Date Field.

Custom Value : Allows you to set a particular value to the Field.

Form : Can apply to the whole Form, or set particular mapping for individual pages within the Form.

  • Map Fields for the Issues Register
  • Issue Register : Select Register, this will be the Register that the Issue will be raised to (destination).
  • Issue Field : Select Field of the Issue Register (Destination field)
  • Map Field : Select Field to the source register to map the data from.
  • Custom Value : Add a Custom Value to map to the Issue Field.
  • Form : Select Form, or Form Page.
  • Add : Select to Add.

Once Added the Mapped Fields settings will display below under Existing field Mapping Section.

Displaying :

  • Issue Register (Destination Register)
  • Issue Field (Destination Field)
  • Map Field (Source Field)
  • Custom Value
  • Form
  • Remove – Click to remove the mapping.

Mapped fields : A Source Field can be mapped to multiple Issue Fields.

Raising an Issue

  • When filling in a Form, and an Issue needs to be raised. Select Raise Issue tab from the Form page. This is located at the top right of each Form Page.

Note : The Raise Issue Tab is only displayed on the Forms that have Issue Registers Configured.

  • This will open Select Issue Type
  • Search a Register, and Select Register Name.

Raise Issue to a Record Example:

Raise Issue to a Form Example:

  • Complete the Record or Form, and click on Save.
  • On this Raised Issue is Saved, it will navigate directly back to the page on the original Form, to allow the User to complete the Form, or Raise further issues.
  • Ensure to Save the Form.
  • This Raised Issue is displayed on the Form Page as Issue, and number of issues displayed.
  • To View this Issue : Select Issue from the tab.
  • To Raise a new Issue click on the exclamation icon on the Issue Tab.

Note: Multiple Issues can be raised from a single Form.

  • View Raised Issue – This will open a Popup to select the Issue Type. Select to navigate to the raised issues, which will navigate to the Register listing the Raised Issues.

  • A column is added to the Register : Raised By, indicating that the issue was raised from another Form.
  • Click on this icon to view the source Form that raised the issue.

  • Once an Issue has been raised from a Form, a new column is displayed in the Register named : Issues.
  • View Issues Raised by clicking on the Issus icon, and selecting the register, to navigate to the issues.

If a Form has raised Issues, and Issues Raised to it, then the Register will display Raised by and Issues column.

Zutec Field Mobile App – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form in Zutec Field, and based on configuration it will auto-populate information entered into the form into the new form, reducing manual entry and increasing the time it takes to fill in the forms.

  • In Zutec Field open a New Form, there is a new tab for Raise Issue located on each page of a Form.

 

 

Zutec Cloud – User Management, Export & Import Users

This New Feature is available in the User Management Module. Export all your current Users from the application into an excel file.

Bulk Import Users into the platform, by uploading an excel file, and the system will import all the users and their details.

  • On User Management – Two new buttons are displayed, for Exporting Users, and Importing

Export Users

Export all your users on the Project to Excel with one click. The export displays all the users details including:

  • Users Name
  • Email
  • Last Activity
  • Organisation
  • User Groups
  • Distribution lists
  • Click on the Export Users Button on the Manage Users Screen.
  • This will download the list of users to an excel sheet.

Import Users

Bulk Import Users into Zutec Cloud, this allows for easy addition of users onto the Platform.

  • Navigate to the Manage Users screen
  • Select Import Users This will display the Import Users Screen.
  • Download Template File.

This will download the template file to use. All the users details should be added to this file.

Template File: All fields in the template file are Mandatory.

  • Email
  • Organisation – This must be an Organisation must match an Organisation on the application.
  • Firstname
  • Surname
  • Mobile Phone
  • Role

  • Upload File
  • Browse your computer, or drop files into the area to upload the file.
  • Select Import Users Button to upload all Users.

  • When the Users have been imported successfully, it will display a Success Report.

Note : If any errors exist in the file, for example invalid email address. An Error Report display each row and cell number in which there is an error. The error must be resolved in the Excel sheet, and uploaded again.

 

UK Legislation – Regulation 40 Requirements

Zutec have already launched Regulation 40 features, below are some improvements to make it even better.

  • Capture GPS coordinates for every image uploaded through Zutec Field Mobile App. This ensures compliance as part of the new Regulation 40 part L photographic evidence.
  • Auto-rename photos upon upload. Rename photos based on a configured column.
  • A new setting on a Review Status, to ensure a photo is attached to the Record/Form. This ensures a photo is attached before the record can be reviewed.
5 Jul 2022 | News / Press Releases

The BuildData Group Hires Chief Revenue Officer

Below you will find the details of new features found in Zutec’s July 2022 release, across our in-browser Cloud platform and our Mobile Field application.

All the Cloud features are available but won’t take effect unless you choose to use them.

The Mobile application changes improve the experience for all our users and will take effect as soon as each user updates their mobile app.

*Zutec Field Mobile App will be available once approved through the App store.

Zutec Cloud – New Form Builder

Form Builder – Hidden Sections

Form Builder – Link Signatures to Name and Date Inputs

Zutec Cloud – Raised Linked Issues

Zutec Cloud – User Management, Export & Import Users

UK Legislation – Regulation 40 Requirements

 

Zutec Cloud – New Form Builder

Introducing Zutec’s new redesigned Form Builder. Create Custom Forms quickly with Zutec’s new Drag-and-Drop Form Builder.

Manage all your project Forms using the new Manage Forms Interface. Search and manage existing Forms and create new Forms.

 

form_builder

 

View the Form, Edit details and design, Share the Form to other Projects, and introducing the new feature to easily Reorder Pages within the Form.

From the Manage Forms page, select More Actions

 

New_form_builder

new_form_builder

  • New Page
    • Click on the New Page button
    • Enter the Name of this new page and Save.
    • This will append the page to the end of the Form.

 

  • Page Options:
    • Rename Page
      • Click on the Edit icon beside the page Name
      • Edit the Name
      • Click on the Save Icon to save the page name.new_form_builder
        • Edit Design – This will open the form on this page to edit the design.
        • Delete – Click to Delete a page in the form.
        • Reorder Pages

This new feature allows you to reorder your pages in the form easily,

  • Click on Reorder button
  • Click on the Page you wish to change.
  • Drag the Page to the desired location
  • Click on SAVE ORDER button to save the changes.

Edit Details

  • Click to display a popup window to Edit the Form Details


Summary Fields

  • Click to display a popup window to Manage Form Summary Fields
  • Select Each Field Name and Label and click on ADD FIELD Button
  • These are the Fields Displayed on the Register Columns.
  • Click on Delete Icon to remove saved Summary Fields.
  • Share – Click to display a popup window to Share this Form to another Project you have access to.
  • Publish – Click to display a popup window to Publish the Form.

 

Publishing a Form

A Form must be Published in order to assign it to a Register.

  • Publish
    • Create and Assign to a New Register Type
    • Assign to an Existing Register Type
  • Assign the Form to a Register

  • Select Create to create a new Register Type and enter a Name for this Register Type.
    • This will assign this Form to this new Register Type.
  • Select Assign to assign this Form to an existing Register Type.

When designing Forms in order to have Register Inputs, the Form must be Published and Assigned to the Register Type first.

  • Delete – Click to Delete

Unpublish a Form

  • To Unpublish a Form open a Published form in the Form Builder(Design mode).
  • Click on the UNPUBLISH button located to the top right of the Form page.

  • Click to Unpublish the Form.
  • This will display a popup window to confirm this action.
  • Once confirmed, it will unassign the Form from the Register Type, and it will now display this button as PUBLISH.
  • Once the Form is Unpublished, all input type are now available to add to the form.

Form Builder New Interface

Drag-and-Drop

The new Drag-and-Drop features allows you to drag and drop elements and inputs onto the Form, completely transforming the user experience, and reducing the time and complexity in designing your digital forms.


Tools

 

The new Tool bar includes alignments tools, select and deselect all, and delete.

Other New Features include:

Multi-Select – Select multiple elements and inputs on the page using the New Multi-select feature, by clicking and dragging over the elements to select.

Resizing Elements – A new feature allows for the resizing of elements including inputs and images, by clicking and dragging to adjust.

Publishing Forms – When the Form has been designed, it can then easily be Published. By Publishing a Form it assigns it to a Register.

Select Multiple Elements

There are 2 options to select multiple elements on the Form page.

  • Click and drag the mouse over a number of elements to Select.
  • Click on one element, and press CTRL on the keyboard and click on more elements to select.

  • Once selected each element is outlined with a red dashed line.

Two options with Multiple Elements selected.

  • Click on the Arrows Icon to move the selected.
  • Click on the bottom right corner and drag outwards or inwards to resize all elements.

 

Navigation

To Navigate through the pages in the Form

  • Select Page Number (1,2,3,,,)
  • Select the right or left arrow to move forward and back through the pages.
  • Select a Page from the drop down list of pages ordered by page number.

Breadcrumbs

  • Displays the directory to display what page is currently displayed.
    • Forms / Form Name / Page Name

Autosave

  • Autosave displayed to the top right of the Form, to indicate that all changes made are Automatically saved.

Form Settings

  • Select the Settings Icon on the top right of the Form Page.

Resize Page

  • Edit the Width and Height to resize the page, and click on the SAVE

Note: Width and Height are measured on pixels.

Default Size : Width 794 and Height 1124 (A4 page in Portrait).

Background Image

  • Add a Background Image to the Form.
  • Click on the Browse Button to find the image from your computer.
  • Once an image is selected, the image will display.
  • Select CLEAR to remove image.
  • Click on the SAVE button to save this image as the background image.

Note : For images smaller than the page size, the image will be repeated on the page.

Background Opacity

  • Click on the slider bar to increase or decrease opacity of the Background Image.
  • By Default the opacity is set to the highest, displaying the image with no opacity set.

Grid

  • Increase or decrease the size of the Grid Lines by editing the Width and Height.
  • Default is set to 10 x 10.
  • Measured in pixels.

Import Form

  • Import an existing form page into the current form page.
  • Select Form – from the list of existing forms.

  • Select Page to import from the Form.

  • Click on Append or Replace
    • Append : Add after the elements on the page.
    • Replace : Replace all the elements on the page.

 

Inputs

Label Input:

  • Name the Label
  • Edit the Font Family and Font Size.
  • Select Continue button to add the label.

Textfield Inputs

  • Enter the Name of the Input
  • Edit Width and Height if required.
  • Add Label – This is checked by default, meaning a label with the same name as the Input will be added. Deselect if no label is required.
  • Click on the Continue button to add this input and the label to the Form Page.

Image Elements

  • Browse to select the Image required.
  • Edit Width and Height if required
  • Add Label – deselect if not required.
  • Click on the Continue button to add this image to the Form.

Editing Elements and Inputs

Label

  • Click on the Label to Select it.
  • Click on Delete Icon to remove this Label.
  • Click on the Edit Icon to Edit the Label
  • Edit:
    • Name
    • Font
    • Font Size
    • X and Y Locations. (see other option to change location)

To Move a label on the page – click on the label and drag the label to desired location.

Textfields
  • Click on the Textfield to Select it.
  • Click on Delete Icon to remove this Textfield.
  • Click on the Edit Icon to Edit the Textfield
  • Edit:
    • Name
    • X and Y Locations. (see other option to move the textfield).
    • Width and Height (see other option to resize).

 

  • Move a textfield on the page – click on the textfield and drag the textfield to desired location.
  • Resize a textfield, by clicking on the bottom right corner and dragging outwards or inwards.

 

Images

Edit Image

  • Click on the Image to select it. This will display the Delete and Edit Icon.
  • Click on Delete to remove the Image.
  • Click on Edit to edit the image.
  • Select Browse to select a different Image.
  • Change x and y locations to move the image. (See other option to move the image location)
  • Edit Width and Height. (See other option to move the adjust Image size)

  • Click on the Image to Select it.
  • Move the Image location by clicking and dragging to a new location on the page.
  • Resize the Image by clicking on the bottom right corner and dragging outwards or inwards.

Images, Labels and Textfields can be resized.

Signatures, Dates, and File uploader cannot be resized.

 

Form Builder – Hidden Sections

A New feature added to the Form Builder allows the option to add Hidden Sections to Forms. This can be very useful where forms have inputs laid out in a tabular design, and the User displays each section where required.

With Hidden Sections the User decides to display each section to fill in the inputs.

Click and Drag a Hidden Section onto the Form Page, and add elements to the section.

  • Open up a Form in the Form Builder.
  • Click and Drag a Hidden Section onto the Form Page.
  • A Hidden Section is the width of the page, and has a default height. The Height can be adjusted by clicking and dragging the bottom horizontal line.
  • Add Elements and Inputs onto the Hidden Section.
  • It is important to display one row of elements and inputs first, then the hidden sections.
  • Hidden Sections can be removed by clicking on the Delete icon to the right of the Hidden Section.

 

When the User is creating a new record / Filling in the Form, the Hidden Sections are indicated by a + Icon and a blue shaded area.

  • A Hidden section is displayed one at a time. Click on + icon to display each one.
  • The + icon will be displayed only where there is Hidden Sections.

  • A popup will display for the User to confirm the display of the Hidden Section.

 

 

Form Builder – Link Signatures to Name and Date Inputs

A new Feature added to Forms, to allow for a link to be created between a Signature Placeholder and a Name and Date Input from the Form.

By creating a link, it saves the user from entering their name and date when signing a Form. It also improves data integrity, whereby the Name and Date of the Person that has signed the Form is captured every time.

 

Linking Signatures to Inputs – Configuration

The Form must be Published (Assigned to a Register) in order to link the inputs to the signature.

  • Locate the Form from Manage Forms.
  • Click on Edit, to open the Form Builder.
  • Click on the existing Signature Placeholder
  • Click on the Edit icon on the Signature Placeholder
  • This will open up a popup window.

  • Click on Link with date and name inputs. This will display Date and Name

Note: Both Name and Date must be selected.

  • Select a Date and Name Input to link this Signature Placeholder to, and click on save.

  1. When the Signature has been linked to the inputs, a Link icon is displayed on the Signature Placeholder.

When filling in the Form

When a Signature is linked with date and name inputs. The person filling in the Form, just needs to sign the form, and their Name and Date will be populated when the Form is saved.

  • The Name and Date Inputs – are disabled, and cannot be edited.
  • Click on the Signature to enter the Signature.
  • The Name and Date will be populated when the form is
  • The Name and Date are captured in the inputs.

Zutec Cloud – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form, and based on configuration it will auto-populate information entered in the current form into the new form, reducing manual entry and decreasing the time it takes to fill in the forms.

  • Allows for the Raising of multiple Issues from an individual Form, creating a link between the records.

When filling in Inspection Forms, raise multiple defects without having to leave the current inspection form.

Full Admin Configuration to allow for a fully customisable feature, whereby multiple Registers can be linked and mapped.

The Raise Issue feature is available from a Form only.

Raise an Issue from:

Form → Form

Form → Record

Note : It is not possible to raise an issue from a record to a record, or a record to a form.

Configuration

  • For each Register to be linked, Navigate to each Register, to More Options → General and Set Record Linking ON.
  • Select Assign an Issue Register from More Options Section. This will open the Assign Issues Register screen.
  • Select each Register required to assign as an Issue Register for this Register.
  • Once an Issue Register is assigned, then Issues can be raised for the Registers selected.

  • Set Field Mapping for each Register Assigned.

Note : Field Mapping is not mandatory, as it is possible to Raise Issues without mapping fields. See benefits of Field Mapping.

  • Select each Register by clicking on the checkbox, and click on Setup Field Mapping This will open the Issue Register Field Mapping Screen.

Benefits of Field Mapping: Mapping of fields from the Register to the Issues Register, allows for auto-population of these fields when raising an issue from a Form to the Raise Issue.
This reduces the time for the User filling out the Form when raising an issue, as all the mapped fields are pre-populated from the original form, thereby saving the User time by not having to re-enter all the information again.

Note : When Mapping Fields ensure the data types match eg. Date Field -> Date Field.

Custom Value : Allows you to set a particular value to the Field.

Form : Can apply to the whole Form, or set particular mapping for individual pages within the Form.

  • Map Fields for the Issues Register
  • Issue Register : Select Register, this will be the Register that the Issue will be raised to (destination).
  • Issue Field : Select Field of the Issue Register (Destination field)
  • Map Field : Select Field to the source register to map the data from.
  • Custom Value : Add a Custom Value to map to the Issue Field.
  • Form : Select Form, or Form Page.
  • Add : Select to Add.

Once Added the Mapped Fields settings will display below under Existing field Mapping Section.

Displaying :

  • Issue Register (Destination Register)
  • Issue Field (Destination Field)
  • Map Field (Source Field)
  • Custom Value
  • Form
  • Remove – Click to remove the mapping.

Mapped fields : A Source Field can be mapped to multiple Issue Fields.

Raising an Issue

  • When filling in a Form, and an Issue needs to be raised. Select Raise Issue tab from the Form page. This is located at the top right of each Form Page.

Note : The Raise Issue Tab is only displayed on the Forms that have Issue Registers Configured.

  • This will open Select Issue Type
  • Search a Register, and Select Register Name.

Raise Issue to a Record Example:

Raise Issue to a Form Example:

  • Complete the Record or Form, and click on Save.
  • On this Raised Issue is Saved, it will navigate directly back to the page on the original Form, to allow the User to complete the Form, or Raise further issues.
  • Ensure to Save the Form.
  • This Raised Issue is displayed on the Form Page as Issue, and number of issues displayed.
  • To View this Issue : Select Issue from the tab.
  • To Raise a new Issue click on the exclamation icon on the Issue Tab.

Note: Multiple Issues can be raised from a single Form.

  • View Raised Issue – This will open a Popup to select the Issue Type. Select to navigate to the raised issues, which will navigate to the Register listing the Raised Issues.

  • A column is added to the Register : Raised By, indicating that the issue was raised from another Form.
  • Click on this icon to view the source Form that raised the issue.

  • Once an Issue has been raised from a Form, a new column is displayed in the Register named : Issues.
  • View Issues Raised by clicking on the Issus icon, and selecting the register, to navigate to the issues.

If a Form has raised Issues, and Issues Raised to it, then the Register will display Raised by and Issues column.

Zutec Field Mobile App – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form in Zutec Field, and based on configuration it will auto-populate information entered into the form into the new form, reducing manual entry and increasing the time it takes to fill in the forms.

  • In Zutec Field open a New Form, there is a new tab for Raise Issue located on each page of a Form.

 

 

Zutec Cloud – User Management, Export & Import Users

This New Feature is available in the User Management Module. Export all your current Users from the application into an excel file.

Bulk Import Users into the platform, by uploading an excel file, and the system will import all the users and their details.

  • On User Management – Two new buttons are displayed, for Exporting Users, and Importing

Export Users

Export all your users on the Project to Excel with one click. The export displays all the users details including:

  • Users Name
  • Email
  • Last Activity
  • Organisation
  • User Groups
  • Distribution lists
  • Click on the Export Users Button on the Manage Users Screen.
  • This will download the list of users to an excel sheet.

Import Users

Bulk Import Users into Zutec Cloud, this allows for easy addition of users onto the Platform.

  • Navigate to the Manage Users screen
  • Select Import Users This will display the Import Users Screen.
  • Download Template File.

This will download the template file to use. All the users details should be added to this file.

Template File: All fields in the template file are Mandatory.

  • Email
  • Organisation – This must be an Organisation must match an Organisation on the application.
  • Firstname
  • Surname
  • Mobile Phone
  • Role

  • Upload File
  • Browse your computer, or drop files into the area to upload the file.
  • Select Import Users Button to upload all Users.

  • When the Users have been imported successfully, it will display a Success Report.

Note : If any errors exist in the file, for example invalid email address. An Error Report display each row and cell number in which there is an error. The error must be resolved in the Excel sheet, and uploaded again.

 

UK Legislation – Regulation 40 Requirements

Zutec have already launched Regulation 40 features, below are some improvements to make it even better.

  • Capture GPS coordinates for every image uploaded through Zutec Field Mobile App. This ensures compliance as part of the new Regulation 40 part L photographic evidence.
  • Auto-rename photos upon upload. Rename photos based on a configured column.
  • A new setting on a Review Status, to ensure a photo is attached to the Record/Form. This ensures a photo is attached before the record can be reviewed.
5 Jul 2022 | News / Press Releases

The BuildData Group Hires Chief Marketing Officer

Below you will find the details of new features found in Zutec’s July 2022 release, across our in-browser Cloud platform and our Mobile Field application.

All the Cloud features are available but won’t take effect unless you choose to use them.

The Mobile application changes improve the experience for all our users and will take effect as soon as each user updates their mobile app.

*Zutec Field Mobile App will be available once approved through the App store.

Zutec Cloud – New Form Builder

Form Builder – Hidden Sections

Form Builder – Link Signatures to Name and Date Inputs

Zutec Cloud – Raised Linked Issues

Zutec Cloud – User Management, Export & Import Users

UK Legislation – Regulation 40 Requirements

 

Zutec Cloud – New Form Builder

Introducing Zutec’s new redesigned Form Builder. Create Custom Forms quickly with Zutec’s new Drag-and-Drop Form Builder.

Manage all your project Forms using the new Manage Forms Interface. Search and manage existing Forms and create new Forms.

 

form_builder

 

View the Form, Edit details and design, Share the Form to other Projects, and introducing the new feature to easily Reorder Pages within the Form.

From the Manage Forms page, select More Actions

 

New_form_builder

new_form_builder

  • New Page
    • Click on the New Page button
    • Enter the Name of this new page and Save.
    • This will append the page to the end of the Form.

 

  • Page Options:
    • Rename Page
      • Click on the Edit icon beside the page Name
      • Edit the Name
      • Click on the Save Icon to save the page name.new_form_builder
        • Edit Design – This will open the form on this page to edit the design.
        • Delete – Click to Delete a page in the form.
        • Reorder Pages

This new feature allows you to reorder your pages in the form easily,

  • Click on Reorder button
  • Click on the Page you wish to change.
  • Drag the Page to the desired location
  • Click on SAVE ORDER button to save the changes.

Edit Details

  • Click to display a popup window to Edit the Form Details


Summary Fields

  • Click to display a popup window to Manage Form Summary Fields
  • Select Each Field Name and Label and click on ADD FIELD Button
  • These are the Fields Displayed on the Register Columns.
  • Click on Delete Icon to remove saved Summary Fields.
  • Share – Click to display a popup window to Share this Form to another Project you have access to.
  • Publish – Click to display a popup window to Publish the Form.

 

Publishing a Form

A Form must be Published in order to assign it to a Register.

  • Publish
    • Create and Assign to a New Register Type
    • Assign to an Existing Register Type
  • Assign the Form to a Register

  • Select Create to create a new Register Type and enter a Name for this Register Type.
    • This will assign this Form to this new Register Type.
  • Select Assign to assign this Form to an existing Register Type.

When designing Forms in order to have Register Inputs, the Form must be Published and Assigned to the Register Type first.

  • Delete – Click to Delete

Unpublish a Form

  • To Unpublish a Form open a Published form in the Form Builder(Design mode).
  • Click on the UNPUBLISH button located to the top right of the Form page.

  • Click to Unpublish the Form.
  • This will display a popup window to confirm this action.
  • Once confirmed, it will unassign the Form from the Register Type, and it will now display this button as PUBLISH.
  • Once the Form is Unpublished, all input type are now available to add to the form.

Form Builder New Interface

Drag-and-Drop

The new Drag-and-Drop features allows you to drag and drop elements and inputs onto the Form, completely transforming the user experience, and reducing the time and complexity in designing your digital forms.


Tools

 

The new Tool bar includes alignments tools, select and deselect all, and delete.

Other New Features include:

Multi-Select – Select multiple elements and inputs on the page using the New Multi-select feature, by clicking and dragging over the elements to select.

Resizing Elements – A new feature allows for the resizing of elements including inputs and images, by clicking and dragging to adjust.

Publishing Forms – When the Form has been designed, it can then easily be Published. By Publishing a Form it assigns it to a Register.

Select Multiple Elements

There are 2 options to select multiple elements on the Form page.

  • Click and drag the mouse over a number of elements to Select.
  • Click on one element, and press CTRL on the keyboard and click on more elements to select.

  • Once selected each element is outlined with a red dashed line.

Two options with Multiple Elements selected.

  • Click on the Arrows Icon to move the selected.
  • Click on the bottom right corner and drag outwards or inwards to resize all elements.

 

Navigation

To Navigate through the pages in the Form

  • Select Page Number (1,2,3,,,)
  • Select the right or left arrow to move forward and back through the pages.
  • Select a Page from the drop down list of pages ordered by page number.

Breadcrumbs

  • Displays the directory to display what page is currently displayed.
    • Forms / Form Name / Page Name

Autosave

  • Autosave displayed to the top right of the Form, to indicate that all changes made are Automatically saved.

Form Settings

  • Select the Settings Icon on the top right of the Form Page.

Resize Page

  • Edit the Width and Height to resize the page, and click on the SAVE

Note: Width and Height are measured on pixels.

Default Size : Width 794 and Height 1124 (A4 page in Portrait).

Background Image

  • Add a Background Image to the Form.
  • Click on the Browse Button to find the image from your computer.
  • Once an image is selected, the image will display.
  • Select CLEAR to remove image.
  • Click on the SAVE button to save this image as the background image.

Note : For images smaller than the page size, the image will be repeated on the page.

Background Opacity

  • Click on the slider bar to increase or decrease opacity of the Background Image.
  • By Default the opacity is set to the highest, displaying the image with no opacity set.

Grid

  • Increase or decrease the size of the Grid Lines by editing the Width and Height.
  • Default is set to 10 x 10.
  • Measured in pixels.

Import Form

  • Import an existing form page into the current form page.
  • Select Form – from the list of existing forms.

  • Select Page to import from the Form.

  • Click on Append or Replace
    • Append : Add after the elements on the page.
    • Replace : Replace all the elements on the page.

 

Inputs

Label Input:

  • Name the Label
  • Edit the Font Family and Font Size.
  • Select Continue button to add the label.

Textfield Inputs

  • Enter the Name of the Input
  • Edit Width and Height if required.
  • Add Label – This is checked by default, meaning a label with the same name as the Input will be added. Deselect if no label is required.
  • Click on the Continue button to add this input and the label to the Form Page.

Image Elements

  • Browse to select the Image required.
  • Edit Width and Height if required
  • Add Label – deselect if not required.
  • Click on the Continue button to add this image to the Form.

Editing Elements and Inputs

Label

  • Click on the Label to Select it.
  • Click on Delete Icon to remove this Label.
  • Click on the Edit Icon to Edit the Label
  • Edit:
    • Name
    • Font
    • Font Size
    • X and Y Locations. (see other option to change location)

To Move a label on the page – click on the label and drag the label to desired location.

Textfields
  • Click on the Textfield to Select it.
  • Click on Delete Icon to remove this Textfield.
  • Click on the Edit Icon to Edit the Textfield
  • Edit:
    • Name
    • X and Y Locations. (see other option to move the textfield).
    • Width and Height (see other option to resize).

 

  • Move a textfield on the page – click on the textfield and drag the textfield to desired location.
  • Resize a textfield, by clicking on the bottom right corner and dragging outwards or inwards.

 

Images

Edit Image

  • Click on the Image to select it. This will display the Delete and Edit Icon.
  • Click on Delete to remove the Image.
  • Click on Edit to edit the image.
  • Select Browse to select a different Image.
  • Change x and y locations to move the image. (See other option to move the image location)
  • Edit Width and Height. (See other option to move the adjust Image size)

  • Click on the Image to Select it.
  • Move the Image location by clicking and dragging to a new location on the page.
  • Resize the Image by clicking on the bottom right corner and dragging outwards or inwards.

Images, Labels and Textfields can be resized.

Signatures, Dates, and File uploader cannot be resized.

 

Form Builder – Hidden Sections

A New feature added to the Form Builder allows the option to add Hidden Sections to Forms. This can be very useful where forms have inputs laid out in a tabular design, and the User displays each section where required.

With Hidden Sections the User decides to display each section to fill in the inputs.

Click and Drag a Hidden Section onto the Form Page, and add elements to the section.

  • Open up a Form in the Form Builder.
  • Click and Drag a Hidden Section onto the Form Page.
  • A Hidden Section is the width of the page, and has a default height. The Height can be adjusted by clicking and dragging the bottom horizontal line.
  • Add Elements and Inputs onto the Hidden Section.
  • It is important to display one row of elements and inputs first, then the hidden sections.
  • Hidden Sections can be removed by clicking on the Delete icon to the right of the Hidden Section.

 

When the User is creating a new record / Filling in the Form, the Hidden Sections are indicated by a + Icon and a blue shaded area.

  • A Hidden section is displayed one at a time. Click on + icon to display each one.
  • The + icon will be displayed only where there is Hidden Sections.

  • A popup will display for the User to confirm the display of the Hidden Section.

 

 

Form Builder – Link Signatures to Name and Date Inputs

A new Feature added to Forms, to allow for a link to be created between a Signature Placeholder and a Name and Date Input from the Form.

By creating a link, it saves the user from entering their name and date when signing a Form. It also improves data integrity, whereby the Name and Date of the Person that has signed the Form is captured every time.

 

Linking Signatures to Inputs – Configuration

The Form must be Published (Assigned to a Register) in order to link the inputs to the signature.

  • Locate the Form from Manage Forms.
  • Click on Edit, to open the Form Builder.
  • Click on the existing Signature Placeholder
  • Click on the Edit icon on the Signature Placeholder
  • This will open up a popup window.

  • Click on Link with date and name inputs. This will display Date and Name

Note: Both Name and Date must be selected.

  • Select a Date and Name Input to link this Signature Placeholder to, and click on save.

  1. When the Signature has been linked to the inputs, a Link icon is displayed on the Signature Placeholder.

When filling in the Form

When a Signature is linked with date and name inputs. The person filling in the Form, just needs to sign the form, and their Name and Date will be populated when the Form is saved.

  • The Name and Date Inputs – are disabled, and cannot be edited.
  • Click on the Signature to enter the Signature.
  • The Name and Date will be populated when the form is
  • The Name and Date are captured in the inputs.

Zutec Cloud – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form, and based on configuration it will auto-populate information entered in the current form into the new form, reducing manual entry and decreasing the time it takes to fill in the forms.

  • Allows for the Raising of multiple Issues from an individual Form, creating a link between the records.

When filling in Inspection Forms, raise multiple defects without having to leave the current inspection form.

Full Admin Configuration to allow for a fully customisable feature, whereby multiple Registers can be linked and mapped.

The Raise Issue feature is available from a Form only.

Raise an Issue from:

Form → Form

Form → Record

Note : It is not possible to raise an issue from a record to a record, or a record to a form.

Configuration

  • For each Register to be linked, Navigate to each Register, to More Options → General and Set Record Linking ON.
  • Select Assign an Issue Register from More Options Section. This will open the Assign Issues Register screen.
  • Select each Register required to assign as an Issue Register for this Register.
  • Once an Issue Register is assigned, then Issues can be raised for the Registers selected.

  • Set Field Mapping for each Register Assigned.

Note : Field Mapping is not mandatory, as it is possible to Raise Issues without mapping fields. See benefits of Field Mapping.

  • Select each Register by clicking on the checkbox, and click on Setup Field Mapping This will open the Issue Register Field Mapping Screen.

Benefits of Field Mapping: Mapping of fields from the Register to the Issues Register, allows for auto-population of these fields when raising an issue from a Form to the Raise Issue.
This reduces the time for the User filling out the Form when raising an issue, as all the mapped fields are pre-populated from the original form, thereby saving the User time by not having to re-enter all the information again.

Note : When Mapping Fields ensure the data types match eg. Date Field -> Date Field.

Custom Value : Allows you to set a particular value to the Field.

Form : Can apply to the whole Form, or set particular mapping for individual pages within the Form.

  • Map Fields for the Issues Register
  • Issue Register : Select Register, this will be the Register that the Issue will be raised to (destination).
  • Issue Field : Select Field of the Issue Register (Destination field)
  • Map Field : Select Field to the source register to map the data from.
  • Custom Value : Add a Custom Value to map to the Issue Field.
  • Form : Select Form, or Form Page.
  • Add : Select to Add.

Once Added the Mapped Fields settings will display below under Existing field Mapping Section.

Displaying :

  • Issue Register (Destination Register)
  • Issue Field (Destination Field)
  • Map Field (Source Field)
  • Custom Value
  • Form
  • Remove – Click to remove the mapping.

Mapped fields : A Source Field can be mapped to multiple Issue Fields.

Raising an Issue

  • When filling in a Form, and an Issue needs to be raised. Select Raise Issue tab from the Form page. This is located at the top right of each Form Page.

Note : The Raise Issue Tab is only displayed on the Forms that have Issue Registers Configured.

  • This will open Select Issue Type
  • Search a Register, and Select Register Name.

Raise Issue to a Record Example:

Raise Issue to a Form Example:

  • Complete the Record or Form, and click on Save.
  • On this Raised Issue is Saved, it will navigate directly back to the page on the original Form, to allow the User to complete the Form, or Raise further issues.
  • Ensure to Save the Form.
  • This Raised Issue is displayed on the Form Page as Issue, and number of issues displayed.
  • To View this Issue : Select Issue from the tab.
  • To Raise a new Issue click on the exclamation icon on the Issue Tab.

Note: Multiple Issues can be raised from a single Form.

  • View Raised Issue – This will open a Popup to select the Issue Type. Select to navigate to the raised issues, which will navigate to the Register listing the Raised Issues.

  • A column is added to the Register : Raised By, indicating that the issue was raised from another Form.
  • Click on this icon to view the source Form that raised the issue.

  • Once an Issue has been raised from a Form, a new column is displayed in the Register named : Issues.
  • View Issues Raised by clicking on the Issus icon, and selecting the register, to navigate to the issues.

If a Form has raised Issues, and Issues Raised to it, then the Register will display Raised by and Issues column.

Zutec Field Mobile App – Raised Linked Issues

This new feature allows the User to Raise Issues when filling out a Form in Zutec Field, and based on configuration it will auto-populate information entered into the form into the new form, reducing manual entry and increasing the time it takes to fill in the forms.

  • In Zutec Field open a New Form, there is a new tab for Raise Issue located on each page of a Form.

 

 

Zutec Cloud – User Management, Export & Import Users

This New Feature is available in the User Management Module. Export all your current Users from the application into an excel file.

Bulk Import Users into the platform, by uploading an excel file, and the system will import all the users and their details.

  • On User Management – Two new buttons are displayed, for Exporting Users, and Importing

Export Users

Export all your users on the Project to Excel with one click. The export displays all the users details including:

  • Users Name
  • Email
  • Last Activity
  • Organisation
  • User Groups
  • Distribution lists
  • Click on the Export Users Button on the Manage Users Screen.
  • This will download the list of users to an excel sheet.

Import Users

Bulk Import Users into Zutec Cloud, this allows for easy addition of users onto the Platform.

  • Navigate to the Manage Users screen
  • Select Import Users This will display the Import Users Screen.
  • Download Template File.

This will download the template file to use. All the users details should be added to this file.

Template File: All fields in the template file are Mandatory.

  • Email
  • Organisation – This must be an Organisation must match an Organisation on the application.
  • Firstname
  • Surname
  • Mobile Phone
  • Role

  • Upload File
  • Browse your computer, or drop files into the area to upload the file.
  • Select Import Users Button to upload all Users.

  • When the Users have been imported successfully, it will display a Success Report.

Note : If any errors exist in the file, for example invalid email address. An Error Report display each row and cell number in which there is an error. The error must be resolved in the Excel sheet, and uploaded again.

 

UK Legislation – Regulation 40 Requirements

Zutec have already launched Regulation 40 features, below are some improvements to make it even better.

  • Capture GPS coordinates for every image uploaded through Zutec Field Mobile App. This ensures compliance as part of the new Regulation 40 part L photographic evidence.
  • Auto-rename photos upon upload. Rename photos based on a configured column.
  • A new setting on a Review Status, to ensure a photo is attached to the Record/Form. This ensures a photo is attached before the record can be reviewed.
16 Jun 2022 | News

Zutec Digital Cladding Remediation Solution Now Available for Housebuilders, Developers and Owners

 

Zutec Digital Cladding Remediation Solution Now Available for Housebuilders, Developers and Owners 

 The single source of truth for assessment, inspection, reporting and evidencing cladding remediation – one tool to manage the entire process. 

London, UK— 16th June 2022: With the Building Safety Act 2022 receiving Royal Assent, and 45 housebuilders now signed up to Government pledge set out by the Department for Levelling Up, Housing and Communities to remediate life critical safety works in buildings over 11 metres from the last 30 years, there is now a requirement for cladding issues across England to be fixed as soon as possible. Doing this in the most effective and efficient way, without risking lives, will be essential for companies undertaking the work. To support housebuilders in their efforts to remediate buildings as quickly as possible and comply with building regulations, Zutec has launched a configurable solution that records building assessments and evidences data to demonstrate the right materials are being used in the right place, before submitting to inspectors and assessors for review and sign off.  

“It is five years since Grenfell, and we still need to do more as an industry to ensure such an avoidable tragedy does not happen again. We welcome the Government’s recent uplifted ban on Metal Composite Material [MCM] cladding panels to cover all buildings as a further step towards ensuring everyone lives in a safe environment, and we want to work with housebuilders and developers to ensure they meet regulatory compliance,” said Mike White, Chief Technology Officer at Zutec. 

“We have developed a software solution that helps clients assess legacy buildings, identify necessary remediation action, and ensure that re-work done on properties is to the highest standard, not only to reduce legacy issues but to deliver safer housing. Having one place to schedule, assess and record building reviews, store documented evidence of building work, and submit photographic evidence to assessors will speed up the sign off process and provide an auditable record of work meets standards,” continued White. 

The Zutec cladding remediation solution enables housebuilders, developers and owners to roll out a comprehensive review of current installations and to track and inspect progress on cladding and remediation changes. Users can build a predefined framework of activities or systems to be inspected by the assessor before identifying remedial works from any device on site. Zutec provides the functionality to locate issues on Elevation or GA drawings and provide a description of the defects identified. Photographic evidence can then be added—time stamped and geo-located—to be traced back to a location and property, and easily shared with team members, inspectors, or assessors via customisable workflows.  

With Zutec, identified remedial items are easily classified into predefined groups and then assigned to the suitable contractors to fix. Zutec’s powerful dashboard enables stakeholders to monitor and report on the status of pre-defined remedial actions, providing a single source of truth that can be up and running quickly, and is easy to use. One platform ensures an efficient and effective way to evidence workmanship and the use of compliant products and materials, to meet pledge commitments and demonstrate regulatory compliance. 

To find out more about Zutec’s Cladding Remediation solution sign up to our webinar or reach out to us at contact@zutec.com, and one of our experienced team will be in touch. 

25 May 2022 | News

Zutec Builds Digital Solution for Part L 2021 Photographic Evidence Compliance

One tool to overcome the challenge of capturing, recording, marking-up, tracing back and easily sharing geo-located photographic evidence through the house build stage

 

London, UK—25th May 2022:  From 15th June 2022, housebuilders and developers in England and Wales will be required to provide qualitative photographic evidence that demonstrates that new homes produce 31% less CO2 emissions compared to the current requirements. This is to comply with the uplifted Part L standard (or Approved Document L 2021) of the UK’s Building Regulations, which comes into force to drive further energy efficiencies in new builds. To enable geo-located photos to be captured properly, correctly labelled, centrally stored and traced back to a property before being submitted to the assessor for sign off, Zutec, the leading quality management platform and client CDE for housebuilders and developers, has built a customisable solution available today to help customers stay ahead of the Part L requirement.

“From speaking to our customers, one challenge they have today as Part L 2021 comes into play is having one tool or app that works on site from any device, whether or not there is a WIFI or data connection available, that allows them to take and record geo-located photographic evidence of a new home’s insulation or installation, to demonstrate compliance to Part L 2021,” said Emily Hopson-Hill, Chief Operating Officer at Zutec.

“Working with our customers we have built a solution that can be integrated into a site quality management programme that enables geo-referenced photos to be captured from any device with or without a data connection. Zutec provides the functionality for those photos to be marked up, complemented with supporting documentation, stored centrally within the platform, traced back to a location and property, and easily shared with team members, inspectors or assessors during the build stage via customisable workflows. Once the SAP assessor has reviewed evidence it can be approved or sent back with feedback, so if work is not up to standard it can be remediated before the build completes. This speeds up the process, ahead of the EPC and the BREL report being released and avoids retrofitting new homes, which is timely and costly.  A first for the sector, Zutec can be configured quickly to adapt to changing regulations and helps housebuilders take additional steps towards quality assurance, traceability and accountability,” continued Hopson-Hill.

Simple and easy to use, Zutec can be up and running quickly due to its complete configurability, and provides an efficient and effective way to evidence compliance to this and other upcoming building regulations—providing a single source of truth so that housebuilders can demonstrate they are using the most efficient products and materials to build energy-efficient homes. With the more rigorous Future Homes and Future Building Standard coming into force in 2025, which moves towards carbon neutral new homes and requirements to reduce emissions by 75-80%, Zutec provides a digital first step to help housebuilders evidence compliance that can lead to a one stop shop for Quality Management.

To find out more about Zutec’s Part L solution or receive a demo, please reach out to us at contact@zutec.com, and one of our experienced team will be in touch.

1 Jan 2022 | News

Zutec Welcomes sister company Bond Bryan Digital

Starting of the new year with some exciting news!

We are pleased to confirm the addition of Bond Bryan Digital Limited [BBD] to the BuildData Group, alongside the other group brands: Zutec and Createmaster. Bond Bryan Digital are market leaders in the provision of consultancy and advice related to ISO19650 & BIM structured data.

Headed up by Rob Jackson and Emma Hooper, BBD specialise in offering Information Management, Clash Detection and specialist BIM consultancy services to both Clients and Contractors and have established themselves as a leading-edge consultancy in the rapidly expanding UK Digital Construction space by supporting clients to both define & deliver their information requirements.

The addition of the BBD team extends the BuildData ability to provide full digital data support throughout the building life-cycle to all our customers.

Find out more about Bond Bryan Digital Here : https://www.bondbryandigital.co.uk/

21 Jul 2021 | News

Review of New Civil Engineer’s event: The Future Of Rail

New Civil Engineer’s Future of Rail virtual event took place on Thursday 15th July, exploring the post Covid-19 role of the railway, and assessing innovative opportunities in the sector.

Watched by 200 online attendees, sessions covered critical issues such as climate change, the importance of electrifying UK rail, and the true value of digital twins in asset management.

The impressive line-up of speakers included Mike Smith, Programme Director of Restoring Your Railway at Network Rail; Maria Cliff, Head of Operations at East West Rail; Lawrence Shackman, Head of Rail Projects and Technical Services at Transport Scotland; and our own Tom Boland, Head of Digitisation at Zutec.

Tom shared his knowledge of digital twins during the session entitled: World-leading approach to using digital in infrastructure construction.

As Silver Sponsors of the event, Zutec were delighted to host this 15-minute presentation and Q&A session, in the expert company of Peter Ruff, Head of BIM for SCS Railways on the HS2 project, and Dr Anita Soni, Deputy Head of BIM at SCS Railways and Skanska Infrastructure.

 

SCS and Zutec session: Digital processes driving up quality

This practical session provided a deep-dive into how SCS – the joint venture between Skanska, Costain and STRABAG – is delivering the 250k southern section of the £106bn HS2 railway, by engaging fully with HS2’s big digital ambitions.

Facilitated by the Zutec BIM platform, SCS and HS2 are together connecting the digital model of the southern section between London and Birmingham, with the quality control and inspection documentation. It’s a ground-breaking digital twin project that will benefit stakeholders, from the engineers and suppliers on site, to end users of the completed railway.

 

Thinking of the end at the start

The presentation showed how connecting the engineering data and quality documentation with real-time reporting is benefitting the entire project, culminating in the automated and efficient handover of structured data at completion.

The panel enlightened the audience on how higher quality and more accurate inspection and quality control records can be stored in a digital twin, and passed over to the client to maintain the railway during the operational phase.

 

One source of the truth

It was emphasised that ‘making life easier’ is the core objective of this digital twin strategy. With 5 million quality checklists digitised through the Zutec platform, it has been possible to provide multiple stakeholder groups with one source of the truth. Pre-populated forms save time, site inspections are streamlined and audit trails are reliable and transparent. Overall, there are health and safety, time, cost, data security, environmental and quality benefits, from deploying this digital information flow.

 

Digital Twin benefits in action

Further insights were provided into how the supply chain is given a helping hand with digital twin technology on a project like this. Suppliers have access to the BIM data lake, for example, as well as real time progress and information tracking. Expectations can be tightly managed and suppliers can plan ahead with ease.

Tom, Peter and Anita also touched on ‘getting people on board’ saying that, to date, the system has been successfully rolled out to 550 staff and 48 subcontractors. This will grow to over 1,500 users and 80 companies on the system in 2022. Training, clear communication of the benefits, and empowering site engineers to become the ‘owners’ of elements of the system have all helped embed the project.

 

Initial successes shared with more to come

The inspection and test plan sign-off process has been reduced from 21 days to 4, the panel revealed, and there has been a 90% reduction in time spent completing forms. All key milestones were met during Covid, confirming how, with the right technology in place, it’s possible to satisfy the customer, even during a pandemic.

Final thoughts to round off the presentation focused on what has underpinned such achievements, and a simple equation was shared: Strategy + People + Platform = Success. Ongoing improvements continue to be seen, the speakers said, as this vast, ambitious infrastructure project powers towards completion.

 

Fill out the form here to watch the full video now.

To learn more about digital twin technology and how it can be used in infrastructure projects, book a demo with Zutec today.

9 Jul 2021 | News

What does the publication of the Building Safety Bill mean for developers and asset owners?

On Monday 5th July, the long-awaited Building Safety Bill was finally published and simultaneously announced in parliament.

The Bill comes nearly 12 months after the draft Bill was published and 4 years after the Grenfell Tower tragedy, which forced the nation to address its wholly inadequate building and fire safety regimes.

The UK’s Housing Secretary, Robert Jenrick said that the Bill will “reassure the vast majority of residents” and provide “essential oversight at every stage of a building’s lifecycle from design, construction, completion to occupation.”

Those working within AECO (architecture, engineering, construction and operation) will already be familiar with many of the details outlined in the draft Bill. However, it is yet to be clarified exactly how many elements of Dame Judith Hackitt’s review and the resulting Building Safety Bill will be practically implemented.

Tom Boland, our Global Head of Digitalisation said: “Building owners and contractors alike are waiting for clarity around the new regulations and their own obligations, and the industry desperately needs this to accelerate the rebuilding of trust with buyers and tenants.”

 

Massive implications for construction and management of HRRBs

What is known for sure is that the Bill will have massive implications for those involved in the development, construction and management of multi-occupancy residences which exceed 18m in height or 7 storeys.

These so called HRRBs (High Risk Residential Buildings) have been placed under necessary scrutiny in recent years, with a £5bn fund created as part of the Building Safety Programme to support vital remediation work, including the removal of dangerous cladding.

Despite the existence of the fund, many residents are still facing hefty bills for repairs and renovations. Moreover, there has been a spate of reports about leaseholders in HRRBs who are unable to value, remortgage or sell their properties due to difficulties in obtaining the necessary safety certificates, known as ESW1s.

 

Time period for construction and refurbishment remediation extended

Perhaps in response to this situation, the publication of the Bill makes it clear that the time scale in which a leaseholder can sue a developer for repairs has more than doubled from 6 years, to 15. This development (made possible through an amendment to the existing Defective Premises Act 1972) is what has been grabbing most of the headlines this week.

However, the implications of the Bill for developers and asset owners go much further:

  • Accountability – Clearer responsibility will be placed upon stakeholders throughout the building lifecycle, with the introduction of ‘duty holders’ during design and construction and a ‘responsible person’ during the facilities management term.
  • Tougher sanctions – Alongside clearer accountability, tougher sanctions including criminal prosecution will be issued for those who fail to meet new responsibilities.
  • The Building Safety Regulator – A new regulatory body, the Building Safety Regulator, is at the heart of the Bill. It will be established by HSE to enforce and uphold the new regime.
  • The gateway system – The government has defined three separate gateway points – these are the points at which the building owner must demonstrate compliance during the pre-planning, pre-construction and pre-occupation phases.
  • The golden thread – A digital ‘golden thread’ of information will be required throughout the design and construction of any new development. This information will need to be handed over to the asset owner on completion and will help establish permanent transparency and accountability.

 

Developers and asset owners need to act now

Gateway one comes into effect from the 1st August 2021. It affects pre-planning and will require developers to include fire statements in their applications, as well as considering things like emergency access and water supplies for firefighting.

The wheels are already in motion for the Building Safety Bill and as more of the new legislation is passed, the responsibilities faced by stakeholders are going to become more and more significant. Asset Lifecycle Information Management, communication and transparency will become more vital to compliance than ever and Tom Boland says digital tools have a key role to play in facilitating those things.

“Now is the time for any companies without a digital plan to put one in place,” he says.

Find out how Zutec can support your organisation with our Asset Lifecyle Information Management systems. Request a Demo.

19 Apr 2021 | News / Press Releases

Zutec Acquires Createmaster for SEK 50.2 million – a Leading U.K. Cloud and Services Platform for Main Contractors and Developers

Dublin, Ireland, 19 April 2021 – Zutec Holding AB (publ) (“Zutec”) has today acquired all outstanding shares in Createmaster Limited (“Createmaster”) from Brian Dodsworth & Jane Ann Dodsworth (the “Transaction”). Createmaster, based in London, UK and founded in 2002, is a leading construction platform for main contractors and developers. On a preliminary basis, Createmaster had net sales of GBP 3.7 (SEK 43.0) million and EBITDA of GBP 0.3 (SEK 4.5) million during the twelve months period ending 31 December 2020. Createmaster has demonstrated impressive annual growth over the past 10 years in excess of 25% p.a. and consistent double-digit EBITDA margins.

The initial consideration consists of an initial cash consideration of GBP 2.4 (SEK 28.1) million and 1,836,229 newly issued Zutec shares (equivalent to GBP 0.95 (SEK 11.0) million). Subject to fulfilment of agreed financial targets in the next two years, an additional cash consideration of maximum GBP 0.95 (SEK11.1) million may be paid at the end of year 2. Zutec will assume Createmaster’s existing cash of GBP 0.5 (SEK 5.8) million and interest-bearing debt of GBP 0.5 (SEK 5.8) million.

Gustave Geisendorf, CEO of Zutec: ”The acquisition of Createmaster is transformational for Zutec and Createmaster fits all of Zutec’s criteria for a strategic acquisition; Createmaster has scale, strong brands, leading market positions in one of our four defined home markets, same focus as Zutec in the construction value chain, provides complimentary products and services, well-established customer base, strong and dedicated management team and compelling financials. We are thrilled to welcome Brian and his team to Zutec to continue the very exciting journey that Createmaster has already started.”

Brian Dodsworth, MD of Createmaster: ”The acquisition of Createmaster by Zutec, unites complimentary, best in breed, product and service propositions and provides greater access to markets, knowledge and resources that means in working together we’ll deliver market leading levels of service to all our customers, in the maturing digital construction marketplace.   We look forward to joining and working with Gustave and his team, as our journey continues.”

 

Background and strategic rationale

Createmaster was founded in 2002 and is to date fully owned by Brian Dodsworth & Jane Ann Dodsworth. Createmaster is based in London, UK with over 70 employees in total and caters exclusively to the U.K. market. Createmaster offers a leading Cloud-based platform for handovers for main contractors and developers, providing unparalleled knowledge of UK contractors’ digitisation journey. Createmaster focuses primarily on the handover and documentation phase of the construction value chain, where Createmaster is estimated to have a c. 10% share of the UK new construction market. With a strong management team lead by Brian Dodsworth, Createmaster has achieved consistent double-digit and profitable annual net sales growth. Createmaster will operate as an entity under Zutec and will continue being managed by Brian Dodsworth. Createmaster has a diversified Tier 1 customer list including a large number of major UK contractors.

  • The acquisition provides Zutec with a leading platform in the UK market and increases Zutec’s UK market share from below 1% to over 10%.
  • Substantially increase the scale of Zutec from net sales of SEK 33.0 million to proforma net sales of SEK 76.0 million.
  • Createmaster adds DocumentPark and Resi-sense to Zutec’s product portfolio. DocumentPark is a cloud-based platform for contractors providing handover data to owners. Resi-sense is a cloud-based platform for building owners providing digital home user guides.
  • Ability for Zutec and Createmaster to cross-sell each platform providing complimentary functionality and benefits.
  • The acquisition will serve as a key steppingstone for further similar acquisitions in Zutec’s home markets.

 

 

Transaction structure

Createmaster will be operating as a subsidiary of Zutec Holding AB. The consideration of the Transaction has been paid as an upfront consideration and a sales based earn-out.

Initial consideration as follows:

  • Initial cash consideration of GBP 2.4 million, and
  • 1,836,229 newly issued Zutec shares at a subscription price of SEK 6.00 per share, which is equivalent to a consideration of GBP 0.95 (SEK 11.0) million. 50% of the newly issued shares will be subject to a lock-up agreement for 12 months and 50% subject to a lock-up agreement for 24 months. The total number of outstanding shares will after the Transaction amount to 46,090,618 shares, equivalent to a 4.1% increase.

Sales based earn-out consideration as follows:

  • Earn-out consideration to be a maximum of GBP 0.95 (SEK 11.1) million in case sales growth of Createmaster exceeds 10% p.a;
  • Earn-out period is for the period starting July 1, 2021 and two years thereafter;
  • Earn out  will be paid in one instalment in cash after year 2.

 

Completion of the transaction

The Transaction has completed and Createmaster has been consolidated into Zutec. The initial cash consideration and transaction expenses will be financed with existing cash resources.

Walker Morris and Eversheds Sutherland acted as legal advisors to Zutec in the Transaction.

 

For further information, please contact

Gustave Geisendorf, CEO

Tel: +353 1 21 3565

Email: gustave.geisendorf@zutec.com

This is information that Zutec Holding AB (publ) is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out above, on April 19, 2021 at [8.30] CET.

 

About Zutec

Zutec is a provider of cloud-based construction management software with offices in Dublin, London and Melbourne. Zutec Holding AB (publ) is listed on Nasdaq First North Growth Market and Redeye AB is the Company’s acting Certified Adviser (Tel. +46 8 121 576 90, certifiedadviser@redeye.se,  www.redeye.se).

 

Createmaster’s financials have been restated from UK GAAP to IFRS. Pro forma financials are based on the last twelve months (LTM) period ending 31 December 2020 and the last three month period ending 31 December 2020. Createmaster’s current financial year-end of 31 May will be changed to 30 June, as part of the acquisition.

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