01
Record the work
Capture the machine or project, readings and supporting details while the task is being done.

A fuel entry, handover or measured quantity carries the details the next person needs to check it and act.
Captured at source.
01
Capture the machine or project, readings and supporting details while the task is being done.
02
The relevant person checks the record, supporting photos and status before the next action.
03
Use the connected records when reviewing a cost, preparing a claim or deciding which equipment needs attention.

On offline-capable workflows, local capture and sync status help the team keep track of work saved on the device. Records waiting to upload are distinguishable from records that have synced.
Your rollout checks the tasks, devices and site conditions your team will use.
A saved field entry gives the next person something to review. Its sync status shows whether it has reached the shared record. A review or approval is a separate step, so the team can see what still needs attention.
Practise the handover on the devices your team will use: prepare the task with a connection, capture the supported entry without signal, reconnect and confirm that the reviewer can find it. This is part of agreeing the first workflow before rollout.
Use the same machine, project and work references across the entry, supporting photo and review. When a quantity is queried, the reviewer needs the original reading, the reason for the query and the action taken. On a shared device, operator confirmation connects the handover to the person doing the work.
Agree who records, who reviews and who approves each step. That gives operations, the workshop and the office a clear responsibility at each handover.
See how the record fits with your existing systems →Review the records, people and existing systems together. Agree access, reporting and the first workflow before introducing it to the team.
Offline-capable workflows save records on the device and queue them for synchronisation. Sync indicators show when work is waiting or needs attention. The rollout includes testing the chosen workflows on your team's devices and site connection.
Entries keep the relevant person and machine or project details. Shared-device workflows include operator confirmation, such as a PIN-confirmed shift handover, so the team can review who recorded or confirmed the work.
The setup assigns people to the roles and work they need. Supervisors, workshop teams and managers have different responsibilities for recording, reviewing and approving information.
Your operational data belongs to your business. Agree the reporting and export requirements as part of the setup so your team can use its records where they are needed.
Bring your device and connectivity requirements, current systems, reporting needs and access rules. Agree the required data connections, exports and responsibilities before rollout.