Formation Management Studio


Formation Management Studio (FMS) is the back office element of Formation Software which connects office based workers with your field staff using Formation Mobile on a tablet or phone. It is the management application to help companies create flexible and customisable digital forms for mobile data collection.

The Formation Management Studio allows users to build a suite of personalised forms, collate mobile data, manage responses and information, and automate work-flow streams without interfering with existing IT systems:

  • Enable field based staff to go paperless with digital forms
  • Access a clear overview of existing projects
  • Complete control over your data
  • Push data to Formation Mobile devices in real-time
  • Automate your internal processes
  • Secure hosting in the cloud

What are Formation Management Studio's key features?

Formation Management Studio

Digital form creation

Formation Management Studio allows you to replicate any paper based form with 'drag and drop' form creation input fields. Push created forms to Formation Mobile devices in real-time.

Formation Management Studio

Manage form submissions

Analyse completed forms, manage responses and receive email notifications for each returned form to ensure data is logged accurately. Completed forms will be sent back to FMS via PDF or data transfer.

Formation Management Studio

Control workflow streams

Set workflow and validation rules to assign and publish forms to your colleagues, control the data submitted and determine follow-up actions for individual users.


Formation Management Studio

Multi-media capability

From your management studio dashboard, you can view any attachments (including photos and documents) to a digital form to check dates, times and additional notes sent by field users.

Formation Management Studio

Reporting and audit trail

Build consistent data through a variety of input fields and get insightful metrics and information for management reports. Monitor user activity and track actions via a full audit tracking system.

Formation Management Studio

User management

Add users, set authorisation levels and assign members to groups. Administrators have can control who accesses Formation Software in your business, allowing you to determine user privileges.


Formation Management Studio

PDF and Word templates

Design your own outputs to present data submissions in a PDF or Word format. You also have the ability to personalise PDF forms with branded features such as your company logo.

Formation Management Studio

Company branding

You can customise Formation with your company colours and logos to reflect company branding and present a professional appearance to your customers. Include branding on output documents too.

Formation Management Studio

Systems integration

Formation seamlessly integrates with your back office system and other leading ERP and CRM platforms to enable a reliable flow of information throughout your business.



Plus, Formation Management Studio includes multi-lingual capabilities and allows you to manage finances using currency exchange rates.



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