| Form and document capture | Documented by vendor | The vendor describes mobile forms, electronic signatures, code scanning and location/time fields. Form and workflow capabilities |
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| Offline submission queue | Depends on scope | Prepared mobile forms wait locally for reconnection; first login and live server information remain online tasks. Offline behavior and limitations |
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| Multi-step approvals | Depends on scope | The current package comparison places multi-step approvals in Operations. Current plans and minimums |
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| External guest access | Depends on scope | Operations advertises guest access; verify guest actions and licence conditions. Current plans and minimums |
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| Integration workflows | Depends on scope | Help examples use external automation platforms and older Core naming. Confirm the current package and third-party account requirements. Integration configuration examples |
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| Safety checklist use cases | Documented by vendor | The safety product page describes recurring site checks and hazard-assessment form workflows, not certification of the customer's process. Safety inspection use cases |
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| Conditional routing and escalation | Depends on scope | Fluix documents branching based on submitted field values, routing to email, storage, CRM or another approval round, plus notifications and overdue redirection in current workflow tooling. Confirm plan entitlement, supported field logic, exception paths and change control for the proposed application. Conditional routing examples and setupForm and workflow capabilitiesWorkflow configuration FAQ on task reminders and overdue redirection |
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| Document status and workflow audit history | Documented by vendor | Document Status shows the current stage, responsible user or group and timestamps for workflow movements, and can export status data through CSV, XLS or API. Test whether content edits, signatures, comments, failed submissions and reversals have the history required by the buyer. Document status, workflow history and API export |
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| Datasets and reporting exports | Depends on scope | Fluix datasets can collect submitted form fields for aggregation and export, with a Data Analyst role controlling access. Collection begins after the dataset submit action is added and is not retroactive; confirm plan entitlement, schema changes, history, limits and downstream refresh behavior. Dataset extraction, export and analyst permissionsForm and workflow capabilities |
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| Role-based administration and device controls | Depends on scope | Fluix documents granular permissions, admin roles, guest access, SSO, device management and configurable deleted-form recovery. Confirm plan availability, segregation of duties, account-owner transfer, mobile wipe or token revocation, recovery scope and retention settings. Form and workflow capabilitiesAdministrative roles and permissions |
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| Workflow routing and controlled document distribution | Documented by vendor | Custom workflows route field submissions, manager approvals and signatures and distribute updated document versions to assigned participants. Buyers should test published-version control, in-progress records during a workflow edit and proof that workers receive the intended reference version. Workflow routing, approvals and version distribution |
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| SOC 2 evidence for the SaaS platform | Depends on scope | Fluix announced a SOC 2 attestation covering its SaaS platform, including backend services, mobile apps, web interfaces, APIs and supporting utilities. The pricing page labels SOC 2 as Type II. Procurement should request the current report, its period, exceptions, control responsibilities and subservice scope; an announcement alone is not the assurance report. SOC 2 attestation announcement and stated scope |
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