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
- Learn about setting up the company details
- Managing your personal account settings.
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 eForms:
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:
- Set up a master material list at the company level
- Set up a project-specific material list
- Set up Employees
You are ready to move on to creating forms for the field to use!