Introduction
Knowing where you have problems on site is great, but you must tackle them to improve your site's performance. This is where the Field Link comes in handy.
This is a guide for a specific use case of the Field Link that doesn't cover the more general setup. If you want to learn more about setting up the Field Link app, you can use this support article.
Prepare punch list
You must first determine what has to be done for each anomaly. Not all anomalies are worth taking care of now, so you'll want to create a focused punch list of actions your technicians have to take. Our platform helps you by recommending remedial actions based on the type, cause, and severity of the anomalies.
To learn more about managing remedial actions on the platform you can use this support article.
Once you know what to do for each anomaly, you can create tasks for the anomalies that require actions to be taken in the field. You can easily do this with the Create Task bulk action.
To learn more about bulk creating tasks on the platform you can use this support article.
Resolve anomalies in the field
As soon as the tasks are created, your technicians will see them in their Field Link so they know exactly what to work on.
Depending on the permissions you gave your technicians, they'll see all anomalies or only the tasks.
To tackle the tasks, you go through the following steps:
Locate yourself on the map using the blue location dot and travel to the module on which the task has been placed. Enabling overlay layers (through the layers button on the top right) can help to have additional context, like row numbers and help navigate on site.
Tap on the task to get details about the issue.
Add some pictures, videos, or other attachments to document the issue or what you did to resolve it.
Add comments to document the issue or what was done to resolve it.
You can change the item's status to Resolved to indicate the issue has been solved. You can do this by tapping the pencil icon and then adjust the status accordingly.
Explore data in the platform
Any updates, attachments, and comments from your technicians will immediately be visible on the platform.
