Field Essentials

• Getting started

  Getting started on web

  • Get started with Field
  • Add an issue
  • Reassign an issue to someone else
  • Close an issue in Field
  • Start an inspection
  • Change an inspection's status in Field
  • Find issues
  • Add photos and files to issues
  • Changing an issue's status in Field

  Getting started on Mobile

  • Add an issue on Mobile
  • Reassigning an issue to someone else on Mobile
  • Closing issues on Mobile
  • Start an inspection on Mobile
  • Close an inspection on Mobile
  • Find issues on Mobile
  • Use images as a record of work throughout the issue process
  • Change the status of an issue to 'Work done' on Mobile
• Add issues and inspections

  Add issues and inspections on web

  • Add an issue
  • Reassign an issue to someone else
  • Start an inspection
  • Change an inspection's status in Field

  Add issues and inspections on Mobile

  • Add an issue on Mobile
  • Reassigning an issue to someone else on Mobile
  • Start an inspection on Mobile
  • Close an inspection on Mobile
• View and update issues

  View and update issues on web

  • Find issues
  • Add photos and files to issues
  • Changing an issue's status in Field

  View and update issues on Mobile

  • Find issues on Mobile
  • Use images as a record of work throughout the issue process
  • Change the status of an issue to 'Work done' on Mobile
  • Synchronizing issues
  • Updating project information in Oracle Aconex Mobile
• Setup areas and add users

  Setup areas and add users

  • Setup the initial Area hierarchy in Field
  • Add people from your organization into Field
  • Add other organizations to Field
  • Aconex Field project roles and permissions
  • Add and edit areas in Field
  • Adding and editing issue types in Field
  • View Field Reports in Aconex
• Punchlists and daily reports

  Punchlists and daily reports

  • Add and edit punchlists
  • What is Daily Reports?
  • Add and edit punchlists on Mobile

Issues and Inspections

• Capture issues

  Capture issues on web

  • Find issues
  • Add an issue
  • Update an issue
  • Close an issue in Field
  • Reassign an issue to someone else
  • Add photos and files to issues
  • Exporting photos, thumbnails and meta-data for issues
  • Download an Issues Report for your project
  • Export Issue reports to Excel
  • Add, view and export issue comments in Field
  • Copy an issue
  • Edit an issue's location
  • Changing an issue's status in Field
  • Send Field reports using Aconex Mail
  • Viewing issue pins on exported drawings

  Capture issues on Mobile

  • Find issues on Mobile
  • Add an issue on Mobile
  • Update an issue on Mobile
  • Reassigning an issue to someone else on Mobile
  • Change the status of an issue to 'Work done' on Mobile
  • Closing issues on Mobile
  • Synchronizing issues
  • Add photos and files to issues
  • Add, view and export issue comments on Mobile
  • Scan QR codes to select your location
• Start inspections (checklists and PDF forms)

  Start inspections on web

  • Start an inspection
  • Assign an inspection
  • Change an inspection's status in Field
  • View inspections shared with your organization
  • View, download, and print an Inspection in Field
  • Search and filter your inspections
  • See who accessed or changed Field issues and inspections in the event log
  • Export inspections in Field
  • Attach photos and files to an inspection

  Start inspections on Mobile

  • Start an inspection on Mobile
  • Synchronizing Inspections
  • Edit an inspection's title on Mobile
  • Close an inspection on Mobile
  • Capture an issue from an inspection checklist on Mobile
  • Change an inspection's status on Mobile
  • Downloading inspections as PDFs on Mobile

Test Plans and Observations

Note: These features are currently only available to projects on the KSA1 and MEA instances.

• Getting started

  Getting started

  • Get started with Test Plans
  • Create test plan templates
  • Create and activate a test plan
  • Work on your assigned test plan activities on Mobile
• Create and manage templates

  Create and manage templates

  • Find test plan templates
  • Prepare your test plan information
  • Create test plan templates
  • Edit a test plan template
  • Review and approve a test plan template
  • Share test plan templates with other organizations
• Working with test plans

  Working with test plans

  • Find test plans
  • Prepare your test plan information
  • Create and activate a test plan
  • Edit a test plan
  • Work on your assigned test plan activities
  • Review and complete test plan activities
  • Submit, close, or reopen a test plan
  • Share all test plans with another organization
  • View a test plan event log
  • Export test plans
• Mobile

  Mobile

  • View test plans on Mobile
  • Work on your assigned test plan activities on Mobile
  • Add records to a test plan activity on Mobile
  • Review and complete test plan activities on Mobile
  • Submit, close, or reopen a test plan on Mobile
• Settings and administration

  Settings and administration

  • Configure categories for test plans
  • Configure reviewer actions for test plans
  • Test Plan roles and permissions
  • Manage test plan notifications
  • Test Plans API Developer Guide
• Observations

  Observations

  • Get started with Observations
  • Create and edit observations on Mobile
  • Create and edit observations in Field

Field Administration

• Manage users and permissions

  Manage users and permissions

  • Daily issue and inspection notifications
  • Add people from your organization into Field
  • Add other organizations to Field
  • Assign a role to a Field user
  • What's the Guest User role for?
  • Remove people in your organization from your project in Field
• Configure issues and inspections

  Configure issues

  • Apply project fields to issue types
  • Add and edit areas in Field
  • Print the QR codes for your Field project
  • Adding and editing issue types in Field
  • Add and edit issue description suggestions
  • Adding and editing location detail suggestions
  • Sharing Field issues with other organizations

  Configure inspections

  • Copying inspection templates from one project to another
  • Share inspection templates with organizations on your project
  • Import or export checklist templates
  • Deactivate Inspection templates
  • Adding a checklist template to your project
  • Organize checklist templates
  • Editing an Inspection template on your project
  • Adding a PDF Form template to your project
  • Creating editable PDF Form templates for structured inspections
  • Share inspections with other organizations on your project