Forms on mobile

What it is

Forms is where Verinode keeps every survey, self-audit, and program review your business runs: vendor assessments, tool feedback, IICRC or OSHA-style self-audits, carrier program reviews. On the phone, Forms is a full rebuild of the desktop Forms section on the same liquid-glass mobile canvas as the rest of IQ, not a stripped-down preview. The one piece that got a genuinely new build, not just a resize, is the self-audit run flow: filling out and submitting a scored audit, right down to the signature, works on the phone exactly the way it works on the web, because it writes through the same data model and the same two server actions (draft save and submit). Start an audit standing in a job site, finish it later at your desk: it is the same audit, the same draft, the same row.

Verinode does not run the audit for you or decide whether you pass. It gives you the same structured checklist your team already uses, autosaves your progress as you go, and scores the result against the target you set. You fill it in; you decide what to do with the result.

Where to find it

Open Forms on the phone at iq.verinode.ai/m/business/forms. A ‹ Feed link at the top left always takes you back to the Feed.

Inside Forms, a three-way tab strip controls what you see: Surveys, Audits, Reviews. Surveys is the default tab when you first open the page.

The Surveys tab

Hero tiles

At the top, four tiles scroll horizontally. Tap any one to open a detail slide with the full breakdown.

• Active Surveys, how many surveys currently have status Active (collecting responses). At zero it reads "No surveys running" with a "Create one below" prompt; above zero it reads "Currently collecting responses" and shows how many surveys are still in Draft alongside it.
• Responses 30d, how many responses have come in over the last 30 days. At zero: "No responses captured this month," tagged "Cold last 30d." Above zero: "Captured in the last 30 days," tagged with the all-time response total. Opening the detail slide breaks the 30-day total down by survey title, largest first.
• Upcoming, how many recurring surveys are scheduled to send again in the next 30 days. At zero: "No recurring sends scheduled," prompt "Set a cadence below." Above zero, tagged with how many of those recurrences are currently active. The detail slide lists each upcoming survey with days until its next send and how many people are invited.
• Avg Rating, the average of every numeric rating captured across all responses, to two decimal places out of 5. Colored Deere Green at 4.5 and above ("Strong"), plain foreground from 3.5 up to 4.49 ("Mid-pack"), Ember Red under 3.5 ("Below threshold"). Reads a dash with no tag when nothing has been rated yet. The detail slide breaks every rated response down by star band, 5★ down to 1★.

Create Survey

A full-width Create Survey button opens the create-survey form, the same modal used on the web, so a survey created on the phone has the identical shape (title, question list, targeting) as one created at a desk.

Templates

A horizontal Templates row lists Verinode's pre-built survey templates: Vendor Assessment, Tool Feedback, Process Review, Supply Feedback, Carrier Assessment, and a handful more covering team tool stack, team satisfaction, and TPA program reviews. Each tile shows how many questions the template ships with, its name, a one-line description, and "Use template →". Tapping one opens Create Survey pre-filled with that template's question set, ready to point at a specific vendor, tool, process, or supplier before sending.

Explore

An Explore row holds three tiles, one per survey bucket:

• Active (Deere Green), surveys currently collecting responses. The tile's mini preview is a response-rate gauge: responses received divided by invites sent, colored green at 50% or higher, amber from 25% up to just under 50%, red below 25%.
• Drafts (Hard Hat Yellow), surveys created but not yet sent.
• Closed (Steel Blue), surveys that have finished collecting. The preview shows response counts across up to eight of the most recent closed surveys as a small bar row.

Each tile's sub-label reads "Empty" at zero, or "Collecting responses" / "Awaiting send" / "Archived" once it has content. Tapping a tile opens a detail slide listing every survey in that bucket by title, with its response count over its invite count.

Recent Responses

When at least one response has come in, a Recent Responses row shows up to 16 individual replies, most recent first. Each tile shows the humanized survey type, the star rating if the question was a rating (colored green at 4★ or 5★, copper at 3★, red below), the respondent's name or email, a text snippet if they left one, and the date they responded. Tapping a tile opens the full response: rating, snippet, and a Delivery section showing the channel and the invitee's email.

Most Recent

Below Explore, a Most Recent row lists up to 16 surveys, newest first, whether Active, Draft, or Closed. Each tile shows a status dot and label, the survey title, the humanized survey type (with a "· Lightning" tag for lightning-style surveys), the response count over the invite count, and either "Sent {date}" or "Created {date}" depending on whether it has gone out yet.

Tapping a survey tile opens its full detail: status and type, title, the subject it targets if it has one (a specific vendor, tool, or carrier), a Response section (responses over invites, response rate, average rating if rated), a Schedule section (created, sent, closed dates, recurrence state, next send), the lightning question text if it is a lightning survey, and up to 12 of its most recent individual responses.

Empty state. If you have never created a survey, the Most Recent row is replaced with: "No surveys yet. Use the Create Survey button above or pick a template to get started."

The Audits tab

Audits lists your self-audit surveys, the checklist-style forms your team runs against a standard (IICRC, OSHA, fleet, intake) rather than sending out to other people. Each row shows the audit title, how many questions it has, its survey type, and a status pill: Draft, Open, or Complete, colored gray, copper, and green respectively. Tapping a row opens the audit run flow at /m/business/forms/audits/[id], covered in full below.

Empty state. With no self-audits yet, the tab reads: "No self-audits yet. Audits appear here once one is created: IICRC, OSHA, fleet, intake. Each has scored sections, a signature, and a PDF export."

The Reviews tab

Reviews cover the same idea one level up: reviewing a carrier program, a vendor contract, or an internal SOP, section by section, with notes and signatures. The review run flow has not been built for the phone yet. The Reviews tab shows a short explainer, "Review a carrier program, vendor contract, or internal SOP. Section-by-section scoring with notes and signatures," a note that the review flow needs a larger screen for now, and an Open on web link that takes you to the Forms section on the desktop app to start one.

Running a self-audit on the phone

Tap into any audit from the Audits tab and, if it is still open, you land in the run flow: the title at the top, your company name underneath if it's set, then every question flowing down the page grouped into its sections when the audit has them (each section gets an uppercase kicker), or as one flat list when it doesn't.

Every question type renders the way it does on the web:

• Rating, five numbered pills, 1 through 5, with scale labels under them (default "Poor → Excellent," or custom anchors like "Not like me → Very like me" on a personality-style audit).
• Binary, a row of pill buttons, one per option (defaults to Yes / No, but an audit can define its own set).
• Checkbox, a single toggle button reading "Mark when complete" until tapped, then "Confirmed" with a checkmark.
• Text, a multi-line box, placeholder "Type your answer…"
• Score, a numeric field. If the question has a pass threshold, it shows "Pass at {threshold}" and, once you enter a value, a live Pass (green) or Below (red) readout next to it.
• Signature, a name field. Once filled, it shows who signed and when underneath, prefixed with the role the audit requires (e.g. "Technician:") when one is set.

Required questions carry a red asterisk next to the label.

1. 1Answer each question as you walk the checklist. There's no save button because there doesn't need to be one.
2. 2Every 10 seconds, if anything changed since the last save, Verinode writes a draft in the background. Once it does, a "Saved {time}" stamp appears next to your progress count.
3. 3A sticky bar above the tab bar tracks "{answered} of {total} answered" and a copper progress bar as you go, so you always know how much is left.
4. 4When you're done, tap Submit audit.
5. 5If any required question is still empty, Verinode stops you: "Answer required for N question(s) before submitting." Fill those in and try again.
6. 6If the audit requires a signature and it's missing, Verinode stops you there too: "Sign the form before submitting."
7. 7Once everything checks out, the audit submits and the page refreshes straight into the completed summary.

When an audit is complete

Once an audit's status flips to Complete, opening it shows the summary view instead of the run form. At the top: an Audit complete label in green, the pass rate as a large number when the audit is scored, and, if the audit has a target pass rate, "Target N% ·" followed by Passed (green) or Below target (red) depending on how the run scored against it.

An Export PDF button opens a PDF of the completed audit in a new tab, the same export the web run page produces.

Below that, every question repeats with its final answer instead of an input: a rating shows "n / 5," a scored question shows "n (pass at t, Pass/Below)," a checkbox shows "Confirmed" or "Not confirmed," a signature shows "{name} on {date}," and anything left blank shows "Not answered."

Empty / unavailable state. If you tap into an audit that no longer exists, or that isn't actually a self-audit, you land on: "This audit isn't available. It may have been removed, or it isn't a self-audit," with a ‹ Forms link back.

Turning an action plan step into a survey

Some action-plan step templates (see acting on decisions) come with a built-in survey attached, for example a step that asks you to check in with a vendor. When a template like that has a Send as survey action, tapping it hands the question list straight to Forms: it opens Create Survey in full mode with the title and questions already filled in, so you review and adjust before sending rather than starting from a blank form or a raw pasted list.

A couple of question types collapse for that preview: checkbox, score, and signature questions show as plain text fields in the create-survey review screen, because that modal's editor only understands rating, binary, and text today. The survey that actually gets created keeps the original question types intact; the simplification is only in what you see while reviewing before you send.

Empty states, in one place

• No surveys created yet: "No surveys yet. Use the Create Survey button above or pick a template to get started."
• No self-audits created yet: "No self-audits yet. Audits appear here once one is created: IICRC, OSHA, fleet, intake. Each has scored sections, a signature, and a PDF export."
• Opening an audit that's gone or isn't a self-audit: "This audit isn't available. It may have been removed, or it isn't a self-audit."
• A bucket in Explore with nothing in it (Active, Drafts, or Closed): the tile reads "Empty," and its detail slide reads "Nothing in this bucket."
• Reviews, always for now: an explainer card pointing you to the web app, since the review run flow hasn't shipped on the phone yet.

Related reading

• The decision workspace
• Acting on decisions
• The Feed