Work with checklists to complete tasks, add measurement readings, record observations, and work offline on your mobile device.
To perform activities in InField, you use checklists. Field workers can work on the checklists that are already added to the Checklists tab or create checklists from templates on the Templates tab. A checklist has a set of tasks where you add a status, such as OK, Not OK, or Blocked. You can also add images, videos, and observations for malfunctions you notice while working. For some tasks, you may also see fields for adding measurement readings and check items.
➀ Filter checklists — filter checklists by status, assignees, or use search.➁ Select work days — select a date range to view checklists for the past 7 days, with the most recent date at the top.
1
Select a checklist
Select a checklist from the list. By default, you see Ready checklists assigned to you and your discipline.
If you can’t find a checklist, try sorting on the checklist status Ready, In progress, or Done, assignees, or use search.
2
Enter measurement values
Enter any measurement values your supervisor has requested. Once you start working on the checklist, the status changes from Ready to In progress.
3
Optional. Respond to requests
Respond to the supervisor’s request by selecting an action button, for example, Low, Normal, High, or Open, Closed.
4
Set task status
For each task, select OK or a different status from Other.If you want to bulk change the statuses of the remaining tasks, select More options (…) > Set remaining tasks to and select the status. You can do that for the tasks in the group and outside the group and only once.
5
Add media or observations
Select + to add images and videos, enter text, or create observations. Fill out the Observations form if an asset requires a closer look, for example, due to malfunctions.
6
Mark checklist as done
When you’ve completed all tasks, set the checklist to Done. You can no longer update it.
The checklist doesn’t move automatically to Done when you complete all tasks.
To see information linked to an asset, such as 3D images, documents, time series, or other assets, search for the asset or select an asset ID displayed as a blue link.
Select the search icon to search for assets, time series, or documents.
Select the search icon > Hierarchy to find equipment linked to the asset you’re working with.
Field workers can complete operator rounds and work orders with slow or no network connectivity on their mobile devices.To work offline, open the checklist while you still have network connectivity. If you go offline, you can still complete tasks but you can’t access the asset explorer, upload media, and create observations. When you’re back online, all data collected offline will be uploaded.
To stop repetitive connectivity notifications, turn on airplane mode or ensure a steady network connection. To download data when offline, turn off airplane mode and wait until the data is uploaded. In the meantime, do NOT close the application or exit the checklist.
