Projects and workflow
Create projects and clients, hand work over between people, sign off and add photos.
- Create a project A project holds one job: its client, address, boreholes, samples, photos and lab results.
- Edit and find projects Change a project, or find one fast by name, job number, client or suburb.
- Mark a project completed The completed switch is a label for your list. The workflow and sign-off are what lock a project.
- Clients Keep a list of the builders and developers you drill for, and pick one when you make a project.
- The project workflow Every project moves through four steps: Drilling, Testing, Review and Signed off. Each step has its own people and locks.
- Sign off and reopen a project An engineer signs off when the records are final. Sign-off locks the project. Only an engineer or admin can reopen it, with a reason.
- Site photos Photos belong to a borehole. See them all in a project, add more from the web or the phone, and spot photos with a wrong time or position.
Other topics: Getting startedLogging a boreholeField and lab testsSamples and labelsSite classificationPDF logs and exportsTeam, roles and auditAccount and sign-inTroubleshootingAndroid beta appPrivacy and data