Record Scans Service Type
Step 1 – Service Type
Click ‘Services” then ‘Create Service’. Select ‘Record Scans’ online or offline. Then click ‘Create Service’ at the bottom of the page.[Note: Even with stable Internet connectivity, for the fastest scanning experience we recommend choosing an on-device service type for scanning offline with Auto Sync uploads. Since Auto Sync requires a paid plan, Free Plan accounts can test with an on-device service with manual upload from the app or with an online service.]
Step 2 – Name
Name the Service so the app-user knows what they are to do. Optionally add a description (i.e. instructions) for the app-user. Save & Continue.
Step 3 – Users
Add as many new ‘Users’ (app-users) as you want. Be sure to authorize them for this service by checking the box next to the new username once created. A good naming convention it to add a prefix or use an email address so it’s unique. Save & Continue.
Step 4 – Questions
These are in-app prompts for the app-user to collect additional data after each scan. Look here for instructions. Options include:
- Form Fields
- Multiple Choice
- Dropdown Menus
- Photo Capture
- Secondary Barcode Capture
- Signature Capture
- Sessions for auto-repeating data for every scan in a series
Step 5 – Advanced
For a full overview of what each option entails, you can read more on our page about advanced settings.
There are a lot of options here but most are for the more sophisticated users. Here are the ones we would recommend to keep it simple.
Auto Sync : Scans are automatically uploaded in the background. This is for paid plans only. Without a paid plan your app user can scan offline but they will need to manually upload their scans. Note: you shouldn’t check this if you want your app-users to edit and delete their scans before they are uploaded.
Auto Next Scan: There’s no need for your app users to press buttons to continuously scan The standard option is ‘Only When Valid’.
Target Barcodes: This is important if you are scanning Code 39 barcodes.
Here’s an explanation of the options:
That will complete your Service setup.
Step 6 – Export Template
Create an Export template to structure your exported data. Look here for instructions. In the template, you can include all the fields you need, put them in the ideal order, change the field headers and add placeholder fields. Here are the core, recommended fields:
- Service Name
- User Name
- Timestamp Scanned