Understanding the issues on your site is crucial, but addressing them is essential to improve your site's performance. This is where Field Link becomes invaluable.

This guide focuses on a specific use case of Field Link, not covering the general setup. For information on setting up the Field Link app, please refer to this support article.

To start, identify the necessary actions for each anomaly. Not all anomalies require immediate attention, so prioritize creating a targeted punch list for your technicians. Our platform aids in this process by suggesting remedial actions based on the type, cause, and severity of the anomalies.

For more information on managing remedial actions on the platform, refer to this support article.

Once you know the required actions for each anomaly, create tasks for those that need field intervention. Use the Create Task bulk action for efficiency.

For detailed instructions on bulk creating tasks, refer to this support article.

After creating tasks, your technicians will see them in their Field Link, allowing them to know exactly what needs attention.

Follow these steps to address the tasks:

Use the blue location dot on the map to find your position and navigate to the module with the task. Enable overlay layers (via the layers button at the top right) for additional context, such as row numbers.
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Tap on the task to see its details. Add pictures, videos, comments, or other attachments to document the issue and your resolution steps.

Change the item's status to "Resolved" by tapping on the status property and selecting the appropriate option. All changes are saved automatically in the background. Any updates, attachments, and comments from your technicians will be instantly visible on the platform.