Controlled Forms · part of Document Control

Digital Checklist Software Retire the paper check sheet without waiting for a developer.

Build checklists and record forms from a field library, with fixed checklist rows, conditional fields and approval steps. Publish a new version when the procedure changes, and records already raised keep the version they started on.

Book a demo Talk to a quality expert
The basics

What is digital checklist software?

Digital checklist software replaces paper check sheets and record forms with forms people fill in on screen. The fields, checklist rows and rules are set by an administrator, each submission is stored as a record with an audit trail, and a change to the form is published as a new version.

Paper check sheets get photocopied from an old master, filled in at the end of the shift and filed where nobody looks again. Spreadsheet versions are not much better: someone deletes a column, the formula breaks and three plants end up with three different forms for the same check.

Features

A no-code form builder for checklists and records

Drag-and-drop form designer

Arrange fields into tabs and sections, reorder them, relabel them, add help text and default values, and mark them required or hidden. No developer is needed.

Checklist tables

Add a table with fixed rows for a checklist, or open rows for line items. Columns can be required only when another cell holds a value, add up in the footer or calculate days between two dates.

Fields that look up your data

Beyond text, numbers, dates and choices, fields can point at a part, BOM, document, supplier, customer, tool, location, user or department already in the system.

Conditional fields and step-by-step filling

Show or require a field only when another field has a certain value. Let each approval step fill in its own fields, so quality, production and stores complete the form in turn.

Versions, drafts and test runs

Edit a draft, test it, then publish. Records already raised stay on the version they started with, and the version history shows every change.

Approval workflow, register and export

Each form gets its own approval flow, numbering, access rights and register. Pick the register columns, filter on any field and export to Excel.

Connected

Controlled Forms doesn't live alone

The same designer lays out the Document Control screens, so you can add fields to document sheets and records without code. Lookup fields read live parts, BOMs and controlled documents from the rest of the system.

Standards and industries

Electronic forms software for audited records

IndustryStandardWhat you get
General manufacturingISO 9001Retained records with controlled form versions and a full audit trail
AutomotiveIATF 16949Checklists and records filled in step by step by each responsible department
Aerospace and defenceAS9100DAccess rights per form and every change to a record logged
FAQ

Digital checklist questions

Still unsure? Ask our team.

What is a check sheet?

A check sheet is a structured form for recording checks or counts as work happens, such as a pre-dispatch checklist or a setup verification. In YourBrand a check sheet is a table with fixed rows, so every item must be answered.

What is a digital form?

A digital form is a form filled in on screen rather than on paper. The answers are checked as they are entered, stored as a record you can search and filter, and linked to the parts, documents and people involved.

How do you create a digital checklist?

Create a form, add a table field with fixed rows for each check, add columns for the result and remarks, set any rules such as remarks required when a check fails, add approval steps, test it and publish.

How do you go paperless in manufacturing?

Start with the forms that cause the most trouble on paper, usually checklists and change or approval forms. Rebuild them as digital forms with the same fields, run them alongside paper for a short time, then withdraw the paper master.

What happens to old records when I change a form?

Records already raised stay on the form version they were created with, so their fields and rules do not shift. New records use the latest published version.

Can I import table rows from Excel?

Yes. A table field can offer an Excel template and import, so long lists of line items do not have to be typed by hand.

Build your first digital checklist this week

We walk through it with your own parts and documents. It takes about 30 minutes.

Book a demo Get a quote
Related: Document Control suiteDocument control softwareAI document searchISO 9001