AppSheet Smart Work Report Form with User Login and Automated Data Filling

Project Overview:

We are looking for an experienced AppSheet developer to create a smart work report form designed for construction and drilling tasks. The primary goal of this form is to simplify data collection from employees, enable easy reporting via mobile devices, and generate PDF documents. Additionally, we want the form to support user-specific login, where each employee has a unique profile, and certain fields are auto-filled based on their login credentials.

Objectives:

1. Create a mobile-friendly smart form using AppSheet, integrated with Google Sheets.

2. Implement a user login system where employees log in using their email address.

3. Ensure that once logged in, certain fields (like name, phone number, operator ID) are automatically populated.

4. Allow employees to view their past submissions and edit them if needed.

5. Generate PDF reports after submission and automatically send them via email.

6. Store all data in Google Sheets, organized per employee.

Functional Requirements:

1. Platform:

• AppSheet (connected to Google Sheets)

• Must work seamlessly on mobile devices (smartphones and tablets)

2. User Authentication:

• Login Method: Email-based authentication

• User Roles:

  • Employee: Can fill out, view, and edit their own reports

  • Manager/Admin: Can view, edit, and approve reports from all employees

• Profile Information:

  • Email

  • Full Name

  • Phone Number

  • Operator ID

• Automatic Data Population:

  • After login, fields like Full Name, Phone Number, and Operator ID are pre-filled.

• User Dashboard:

  • View previous reports

  • Edit or update reports if needed

  • Create a new report

3. Form Structure:

3.1 General Information:

• Project Number: Auto-generated or manually entered

• Start Date: Selectable from a calendar

• Phone Number: Auto-filled based on user login

• Operator: Auto-filled based on user login

• Week Number: Automatically calculated based on the start date

• Client: Text input

• Work Address: Text input

• Employee Number: Auto-filled based on user profile

• Work Description: Free text field

• Task Type:

  • Select between "Cutting (Saging)" and "Drilling (Boring)"

3.2 Cutting (Saging) Fields:

• Date: Calendar input

• Length (LM): Numeric input

• Wall (T=Veg): Checkbox

• Floor (T=Gulv): Checkbox

• Comments: Free text field

3.3 Drilling (Boring) Fields:

• Date: Calendar input

• Number of Holes (STK): Numeric input

• Wall (T=Veg): Checkbox

• Floor (T=Gulv): Checkbox

• Comments: Free text field

3.4 Additional Work (Tilleggsarbeider):

• Task Types: (Selectable from a dropdown)

  • Rigging - Drill/Cut

  • Floor Moving

  • Covering/Cleaning

  • Plastic/Tape/Materials

  • Inspection/Verification

  • Supporting (stk/timer)

  • Handheld Drilling

  • Helper

• Working Hours:

  • Monday to Saturday (input for each day)

• Comments: Optional free text field

• Total Hours Calculation: Automatic sum of entered hours

3.5 Signature and Confirmation:

• Employee Signature: Signature field

• Manager Signature: Signature field (if approved)

• Confirmation Checkbox: Marked after data verification

• Submission Date and Time: Automatically recorded

4. Form Functionality:

4.1 Conditional Logic:

• Display fields dynamically based on selected task type (Cutting or Drilling).

• Show specific fields based on user input to avoid clutter.

4.2 Calculations:

• Week Number Calculation: Automatically calculate based on the start date.

• Total Hours Calculation: Automatically sum hours from Monday to Saturday.

• Task-Specific Calculations: Depending on the task type, calculate total length or number of holes.

4.3 User Dashboard Features:

• View Submitted Reports:

  • Filter by date, project number, or task type

• Edit Reports:

  • Allow editing of reports after submission if the manager has not approved

• PDF Download:

  • View and download previously generated PDFs

• Status Indicator:

  • Show whether the report is approved, pending, or needs revision

5. PDF Generation:

• Trigger:

  • Generate after submission

  • Generate when the manager approves

• Content:

  • Include all entered data, signature, and approval status

• Automatic Email:

  • Send the PDF to the manager and the employee’s email address

• File Naming Convention:

  • ProjectNumber_EmployeeName_Date.pdf

6. Data Management:

• Google Sheets Integration:

  • Separate sheet for each employee’s data

  • Admin panel for managers to view consolidated data

• Data Access Control:

  • Only authorized users (based on email) can access and edit their data

• Automatic Backups:

  • Weekly backup of all data to a dedicated Google Sheets file

7. User Interface Design:

• Login Page:

  • Email input and login button

• Main Dashboard:

  • Buttons: New Report, View Reports, Edit Profile

• Form Pages:

  • Clear navigation between sections (General, Cutting, Drilling, Additional Work)

• Progress Indicator:

  • Show current step out of total steps

8. Notifications:

• Email Alerts:

  • Notify the manager when a new report is submitted

  • Notify the employee when a report is approved or requires changes

• In-App Alerts:

  • Show a notification on the dashboard if a report is pending approval

9. Skills Required:

• AppSheet development

• Google Sheets integration

• User authentication and role management

• PDF generation and automated email setup

• UI/UX design for mobile applications

• Data management and security best practices