How To Use DataPeak Data Sheets

Create, publish, fill, and validate structured forms that become datasets.

Data Sheets let you design structured forms for users to fill out. When submitted, each form entry becomes structured data that can be validated, versioned, and ultimately consolidated into datasets.

Admins and Sub Admins create templates and manage updates.
Business Users can only fill out published Data Sheets.

1. Understanding Data Sheets

Data Sheets have two parts:

1. Data Sheet Templates

Where Admins/Sub Admins create, edit, and publish the form templates.

2. Data Sheet Template Data

Where users fill in the published forms, and Admins/Sub Admins review, track changes, validate, and consolidate submissions.

This guide walks through both.

2. How to Open Data Sheets

1. Sign in to DataPeak.

2. Click Data Management in the left sidebar.

3. Select Data Sheets.

4. You’ll see two tabs:

   • Data Sheet Templates

   • Data Sheet Template Data

3. Creating a Data Sheet Template
(Admin/Sub Admin Only)

1. Open Data Sheet Templates.

2. Click the Plus (+) icon to create a new template.
   This opens a spreadsheet-style editor.

3. Build your form by entering column names and any required structure.

   • Example: Work Order Number, Date, Technician, Description

4. When the form is complete:

   • Give the template a name

   • Save it in the list

5. Select your saved template in the table.

6. Click Publish.

⚠ Important

Once a template is published, it cannot be unpublished.
If you need to update it later, you must:

• Clone the template

• Make edits

• Publish the new version

This ensures that all published versions maintain historical integrity.

4. Managing Template Options

When viewing a Data Sheet Template, you can:

• View Form — preview the published sheet

• View Changes — see historical edits

• Delete — remove an unpublished template

Published templates remain visible; historical records remain intact.

5. Filling Out a Data Sheet
(Business User or Admin)

Once a template is published:

1. Users with permissions will see Data Sheets in their left sidebar.

2. Open Data Sheet Template Data.

3. Select the published template you want to complete.

4. Click the i (Info) icon to open the form.

5. Enter the required values.

6. Click Update to save the entry.

Every submission is stored and tracked individually.

6. Reviewing and Validating Form Entries
(Admin/Sub Admin Only)

After users submit entries:

1. Go to Data Sheet Template Data.

2. Select the template.

3. Click View Changes.

4. You’ll see a historical list of all modifications made to the form, including:

   • Who submitted

   • What values were changed

   • When the changes were made

To validate:

1. Review the submitted entry.

2. Click Validate.

✔ This confirms the entry as reviewed
✔ A validation record is logged in the history

7. Consolidating Forms
(Admin/Sub Admin Only)

Admins can optionally consolidate validated forms.

Consolidation creates a unified record (dataset-like output) that can:

• Keep the full history

• Update automatically on a schedule (if enabled)

• Serve as a single, clean output of all form submissions

This is useful when multiple users are contributing to the same form.

8. What Data Sheets Are Used For

Data Sheets are ideal when your organization needs:

• Standardized input forms

• Reusable templates

• Controlled user submissions

• Validation and historical tracking

• Consolidated structured data for analytics or agents

Typical use cases include:

• Work orders

• Inspection forms

• Checklists

• Incident reports

• Quality control sheets

• Intake and submission forms