A template is a collection of related forms or documents that will be completed by the user. Usually there is just one form in a template (maybe a simple signature capture form where the customer’s signature is entered along with a few other pieces of information).

In some cases there may be a number of document in the template, some may be optional and others mandatory. An example of this could be a hotel inspection template – in that case there may be common documents that are always completed (kitchens, general cleanliness) and optional documents that might not always apply (swimming pools, gym).

A template is presented on the magic5 reporting web site as a single report for editing or viewing.

It is possible to control when data can be saved, edited and uploaded from the device, and whether data can be edited on the web site.  This is done in the template definition.

For more details on setting one up, visit the Template help page.

This is where you can set up your customer, either individually or by importing them from a spreadsheet.  This spreadsheet must be based on a magic5 template which can be populated by hand or cut-and-paste'd from an existing list.

Each Customer has an associated Location, each of which can hold different contact details.  These can be included on the spreadsheet to further save time with data entry.

For more details on setting one up, visit the Add customer help page.

Lists are the cogs that make magic5 run smoothly and efficiently. A list can be absolutely anything you like - a set of examples would only suggest limitations and there are none. The smallest list to-date is "yes/no", closely followed by "yes/no/maybe" and the largest list is beyond counting and probably contains all the parts that might be required for repairing any make of car that a mechanic might come across.

Lists can be imported from a spreadsheet using a magic5 template populated by hand or cut-and-paste'd from an existing list.

Images can be attached to lists, so that a "yes/no" can display as smile/frown or tick/cross and lists can be nested so that one drop-down list on the device is populated with reference to the selection in a previous one.

For more details on setting one up, visit the Create list help page.

Groups allow large numbers of customers to be treated en masse rather than individually. This is very helpful for large customer lists, but is not essential to the operation of magic5 so can be ignored for relatively small customer lists.

For more details on setting one up, visit the Groups help page.

For more details on setting one up, visit the Users help page.

For more details on setting one up, visit the Job definitions help page.

For more details on setting one up, visit the System settings help page.