Welcome to your Field iD Self-Guided Onboarding Program!

If you do not see any of the modules or features discussed in this article in your Field iD instance and are interested in adding them, please contact your Customer Success Manager or shared email:csoffice@ecoonline.com

 

Lesson Objective

By the end of this lesson, you will know how to:

• Brand your account and forms with your logo
• Organize your account through the site tree
• Add and manage the account users

Before you begin: You must have a login to Field iD to continue with the steps below. Check your inbox for an email invitation to create your account and log in.

 

 

Lesson 1 - Basic Account Setup Video

Watch the below video on Field iD Basic Account Setup. Detailed instructions follow the video.

 

Coming Soon!

 

Branding your Account and Forms

Utilizing the top navigation bar when you first log in you can upload your logo. 

 

 

To update your login page & account with your logo, navigate to the Setup button > Settings > Branding. Remove the default system logo and upload your own logo keeping to the recommended file type of JPG or GIF and a file size of 215 x 61 pixels.

 

 

To have your generated forms from inspections have your logo this can be completed by going to the Setup button > Settings > Organizations. Click on Edit beside the Primary Organization header which brings you to the Primary Site allowing you to upload your Logo to the PDF Report Image at the bottom of the page. Use the recommended file type JPG, GIF, or PNG and a file size of 200 x 50 pixels.

 

 

Note: The account logo and report logo can be the same, but they could be different if you have branding guidelines for internal vs. external.

 

Organizing your Site Tree

Field iD uses the site tree to keep your employees organized along with your assets. The Primary Organization is the name of your company and the top of the site tree.

Important: Employees with access to a site, will have visibility and access to all sites below. 

To build or edit your site tree navigate to the Places button.

 

 

In Field iD you can go 2 levels deep with the site tree, clicking on the Add Descendant button will create a subsite under your Primary Site, and then clicking on the Add Division button on a Descendant will create a subsite under that. 

 

 

Create a New Site

For Select Level when creating a new Descendant choose Job Site. The ID & Name fields are required and will be identical, this is the name of the subsite.

 

 

Creating New Employees

To create employees and assign them access proceed to the Setup button > Owners, Users & Locations > Users. 

 

 

This screen is where you will manage existing employees and add new ones. Create a new employee by clicking on Add, the first prompt you receive is to determine the type of user from 4 options:

• Administration User - The ability to create new data, perform events, manage system configuration, run searches and reports
• Inspection User - The ability to perform events and run searches and reports
• Reporting User - The ability to assets and events and run searches and reports
• Person - Can't log in - they are a tracked user

Tip: You can build variations of Administration and Inspection users where you can toggle on/off permissions so that each Administration and Inspection user may differ across employees.

 

 

After you select a user type you will land on the employee profile page to begin creation:

Account

• Username - the credentials for the employee to log in, a common example is taking the first letter of the first name followed by the employee's last name
• Assign Password - Toggled on allows you to assign the password for the user, toggled off will allow the employee to set their own password upon initial login
• Send Welcome Email - Toggle on to send a welcome email upon creating their employee profile

Recommendation: Hold off on sending the welcome email until you have the account set up and you are ready to start rolling out to employees.

 

 

Localization

• Country - Indicate the country that the employee is working in
• Time Zone - Set the time zone the employee is in

Identifiers

• Owner - Select where this employee should have access to in your site tree (Remember: Access cascades down!)
• Email Address - Set the email address for the employee to receive notifications from Field iD
• First Name - Employee's first name
• Last Name - Employee's last name
• Initials, ID, Position, and Digital Signature can be used if applicable

 

Permissions

The permissions allow you to determine what this employee can do at the site where you have set them up at.

• Identify Assets - The ability to create new assets
• Manage System Configuration - Manage system setup (If you are Admin of the account you should have this permission toggled)
• Manage System Users - Create and edit employees
• Manage Job Sites - Create and edit the site tree
• Create Events - Complete inspections on assets
• Edit Events - Open and edit previously completed inspections

 

LOTO Permissions

• Author/Edit Procedure - The ability to create new and edit existing lock out/tag out procedures
• Certify Procedure - The ability to certify newly created procedures - peer review procedures before they are published for use
• Delete Procedure - Delete existing procedures
• Maintain Schedules - Setup and maintain LOTO procedure schedules
• Perform Procedure - Run through the procedures on Field iD
• Print Procedure - Ability to print out completed procedures
• Procedure Audit - Perform audits on procedures
• Unpublish Procedure - Unpublish previously published procedures

 

Upon setting up the employee profile you can hit Save to create the profile (Remember: If you have the Welcome Email toggled it will send an invitation email to the employee)

Data Import

Field iD offers the functionality to mass import data, in relation to this article, this will cover both Job Site and Employee imports.

Sites

Prior to importing users, you will need to have the site tree built out so that you can import the user to the correct site. To import sites, click on the Setup button > Import > Import Owners.

 

 

It is recommended that you use the Export Existing Job Sites option to download an Excel that you will use as your template to import the sites back in.

When importing sites, the Type column and row order are the two areas to be mindful of.

• Type column determines which level the site should belong in the site tree; C for Descendants and D for Divisions
• To ensure that the proper Divisions end up under the correct Descendants when importing, utilize the row order on the export. A descendant is followed by the corresponding divisions, then the next descendant and its following divisions.

When you are ready for import, on the same page you exported you can attach the template to import back in.

 

 

Employees

To import employees click on Setup > Import > Import Users.

Following the same steps as Job Sites, download the Excel template using the Export Existing Users option.

When you are ready for import, on the same page you exported you can attach the template to import back in.

 

This wraps up Lesson 1 - Basic Account Setup where we walked through branding your account, setting up your site tree, and creating new users.

 

Top 3 Takeaways from this lesson:

1. You can have a different logo on your account vs. what is being output on your PDFs
2. The site tree is utilized to keep your assets organized and employee's access focused
3. You can have custom permissions from the 3 default users with variations of Admins and Inspectors

Homework - Before beginning the next lesson

• Upload your company logo
• Decide on your site tree structure and create the sites
• Add in your employees and define their permissions - Do not send the welcome email yet though!