FIELD for the Admin
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      FIELD QuickStart

      Your company Admin will need to set up some information at the company level before the PM & Field can begin using the Field application. Here are some links to guide you through the process.

       

      First you may want to review some general information

       

      A field doc will always be associated with a project, and you must have the customer and users in place before setting up a project.  The Admin will need to make sure the following is set up prior to using Field Forms:

      Set up Labor Sections:


      The labor section type is unique in that it combines the Comment section type for type of entry (text, date, select from list, etc.) with the ability to add labor and get a signature on a section. 

      To setup a form using the labor section: 

      • In Admin > Forms, create or edit a form and select “Labor” for the Section Type 
      • Click Edit on the form section to setup the Items/Questions within the section 
      • Edit Form Items – this UI has several new fields for a labor section 
      • Signature Required – If checked, then an employee can sign their labor entries 
      • Signature Method – Multi selection dropdown list with options for: Tap/Click to Sign and Email Request 
      • Tap/Click to Sign – enables the ‘Tap to Sign’ (on mobile) and ‘Click to Sign’ (on web) buttons 
      • Email Request – enables the ‘Send for Signature’ button on mobile and web 
      • NOTE: If Signature Required is checked, then at least one option in the Signature Method dropdown must be selected. 
      • Request Signature Message – Optional field for entering the text which will appear in the Signature Request email sent to the employee.  
      Items/Questions: 
      • The labor section defaults with 4 items/questions: Cost Code, Area, Trade, and Class 
      • The name of these fields is editable, but each one is intended to represent their respective naming. For example, Cost Code may be renamed “Task Code” or “Activity”, but it is still tied to either the custom list of Cost Codes or budgeted Cost Codes. 
      • All 4 of these fields are “Select From List” comment type and cannot be changed 
      • Cost Code – This field will always be shown on a labor entry, but a user may elect to require or not require it 
      • Options for the source of Cost Code are Budgeted Cost Codes or Custom List Cost Codes 
      • If Budgeted Cost Codes is selected, the user will see only cost codes that are setup on the project’s budget when entering labor.  
      • If Custom List Cost Codes is selected, the user will see the full list of cost codes loaded in the Cost Codes custom list when entering labor. 
      • Area – This field may be shown or hidden during labor entry and may or may not be required. 
      • Options for the source of Areas are Budgeted Areas or Custom List Areas 
      • If Budgeted Areas is selected, the user will see only areas that are setup on the project’s budget when entering labor.  
      • If Custom List Areas is selected, the user will see the full list of areas loaded in the Areas custom list when entering labor. 
      • Trade – This field represents the employee’s trade and may be sourced from the Trade on the Employee master list or from a Custom List 
      • Class – This field represents the employee’s class and may be sourced from the Class on the Employee master list or from a Custom List 
      • New settings are shown in a labor section for: Show Field and Response Required 
      • Show Field = The field will be visible to the user when entering labor hours on a timecard 
      • Response Required = The user must enter a response when entering labor hours 
      • Additional user defined items/questions - Clients may add up to 4 more items/questions. This may be used for something such as Per Diem or other type of expense reimbursement (with a currency comment type), to indicate if the hours entered represent a supervisor role (with a select from list comment type), or any other types of entries associated with payroll. The message shown below will be displayed if there are already 8 items in the section and the user tries to add additional items (clicks the + button). 

      If the field will be using forms related to materials (such as a theft/damage report) or employees (such as a sign-in sheet), you will want to review the following:

      You are ready to move on to creating forms for the field to use!