This month, we held a one-hour review of some of the most underused but high-value functionality in Field iD that can be leveraged for your business: Templates, Customizing your Reports Configuration, and Button Groups and Question Logic.
Provide the capability to utilize pre-built templates such as, rules stetting for an asset attribute and gives you assess to our library of Asset Types which come with pre-built and customizable checklist templates. This will enable your teams to streamline their workflow and reduce the time spent on building multiple forms, events, etc., just by adding a pre-built and customizable template to your system.
Search and build reports from an Asset focus or an Event focus. These reports can be configured to include pertinent information based on your needs. Configure reports to give your team a more robust view of the data and save you time in having to filter and recreate a report to match your needs on a recurring basis.
If you are already utilizing reports and know how to configure them, we will also be going into saving reports that you have filtered and how to set them up on a scheduled email send out in our upcoming webinar!
Button Groups & Questions Logic
Enables configuration of the “One Click Button Question type” to create a library of custom button groups for your users to choose from. Additionally, by leveraging pre-defined Question Logic, you can create rules around specific responses to prompt for more information, additional photos or assign a corrective action from users to build better visibility and accountability when next steps are needed.