Capability

Digital forms and workflow automation

Build the form once, decide who fills it in and what happens when they do — online or off.

What it does

Capture the work where it happens, offline if you have to

The reason field records are incomplete is almost never that people do not care. It is that capturing them properly is harder than not capturing them.

Tansi forms run on a phone, fully offline, and sync the moment a connection returns. What happens next is automatic: routing, approval, the work order a defect raises, and the time logged against the project.

  • Digital forms and offline field capture

    Create and manage your entire paperwork workflow digitally — no more paper. Build forms from scratch or convert existing PDFs into smart digital forms, then assign them anywhere across your workforce or assets.

    • Dynamic drag-and-drop form builder
    • Tansi Smart Forms — convert any PDF into a digital form
    • Assign forms to workers, teams, or assets
    • Conditional logic and dynamic field behavior
    • Collect signatures, photos, and GPS stamps
    • Works offline, syncs when reconnected
    • Full submission history and audit trail
  • Workflow automation and approvals

    Create automated workflows for every scenario — from form submissions to corrective actions. Let the AI workflow assistant guide you, or build your own from scratch.

    • Create workflows for any scenario
    • AI workflow assistant to help you build
    • Corrective action workflows
    • Assign forms and workflows to workers, assets, or inventory
    • Trigger workflows from form submissions or events
    • Track workflow progress and completions
  • At a glance

    • Drag-and-drop builder, or convert an existing PDF
    • Conditional logic, signatures, photos and GPS stamps
    • Fully offline, syncing on reconnection
    • Routing by role, organization, status or priority
    • Sequential and parallel approvals with escalation
    • Full submission history and audit trail

See it working

Digital forms and workflow automation, in the platform

  • Digital forms and offline field capture
  • Workflow automation and approvals

Alongside your ERP

Your ERP keeps doing what it does well

Tansi does not compete with your ERP for the same ground. It picks up where the ledger stops.

What your ERP holds and what Tansi holds, for digital forms and workflow automation
NeedYour ERPTansi
Field executionLimited, or built as custom developmentMobile-first capture, built for how crews actually work.
Inspections and formsUsually custom development or a separate toolConfigurable forms with routing, approvals and signatures.
Offline capabilityRare, or partialFull offline capture, syncing in order on reconnection.

Questions we get asked

Digital forms and workflow automation questions

Does it genuinely work with no signal?

Yes. Forms are held on the device, completed offline including photos and signatures, and synced when a connection returns. Nothing is lost if the phone stays offline for days.

Can we keep the forms we already use?

Existing PDFs and paper forms are rebuilt in the drag-and-drop builder, usually field for field. You can change the layout later without disturbing historic submissions.

What can a submitted form trigger?

Routing for approval, a work order raised against an asset, a corrective action, time logged to a project, a notification, or a follow-up form. The rules are conditional, so only the relevant path fires.

Who can see a submission?

Visibility follows role and organization. A contractor sees their own submissions, a supervisor sees their crew’s, a compliance lead sees the program.

Not the question you had? Ask us directly — you get the people who built it.

Where this was proven

Where this was proven

Proof in the field, with no network. Competency verification and inspections captured on a phone in terrain with no coverage, saved locally and synced on return — on energy infrastructure programs with more than 10,600 workers on one and 4,500 on another.

Works with

Capabilities that share the same record

Where ERP ends, Tansi begins.

See it running on your own operation

Bring us a workflow that is currently held together by a spreadsheet and a shared drive, and we will show you what it looks like in Tansi. No scripted demo. No discovery fee.