Items on a Device

There are four main items that you can manage on a device using the Field View app, along with a variety of other items.

Main Items

There are several main things you can accomplish with Field View on a mobile device:

  • Tasks - work that needs to be completed on site, such as punch lists and RFIs.

  • Forms - A form is a way to collect information. Documents that need to be completed related to work on site.

  • Processes - A process is a to-do list; a list of tasks that you complete in a certain order. The tasks in a process are not the same as the Tasks above, they are literal tasks that need to be performed. A process may have a form associated with it.

  • Assets - track equipment, furniture, or other physical item on site.

Each type is indicated with an icon on the location level on the device, using the Location View. The total of that type is displayed next to the icon on each location level.

Views

Location View

Helps you navigate the project locations and add tasks and forms.

Plan View
Displays the project plans. Use this screen to add tasks and forms to locations.
Work View
Lists all tasks and forms that you have access to for that project.

Other Actions

In addition to the four main items on the device, there are several other pieces of information available to you.

  • 360 Camera - Used to take 360 degree pictures of the job site. Must have a 360 camera to use this functionality.

  • Filter - Used to display tasks, forms, processes, and assets that fit the search criteria. Filter by items assigned to you, or organisation, or anyone.

  • Action Panel - Either displays or hides the actions you can do.

  • Navigation - Shows your current place and its position within the project. To navigate, tap on a tier to move to that part of the project.