Working from Your Day Run, Sites, and Briefings
Use the app to understand your route, arrive with context, and review site history before the visit starts.
Before you start
- You have assigned work in the app.
- The site has already been created in the workspace.
- You have enough signal to load fresh context before travel, if available.
Expected outcome
You can use the day run and site detail surfaces to arrive informed and reduce surprises on site.
Review the day run before travel
- Open the day run and confirm the order of visits before you head out.
- Look for overdue work, sync warnings, or other signals that may change the sequence you expected.
Use site detail to arrive prepared
- Open the site detail screen before arrival.
- Review building details, access notes, history, and any briefing the office team attached.
- If something does not match reality on arrival, record the mismatch in the correct notes or defect context instead of holding it only in memory.
Use the site as the gateway into inspection context
- Start the inspection from the site or assigned work that matches the visit.
- Confirm the correct service type before you enter a multi-industry workflow.
Troubleshooting
| Problem | What to check |
|---|---|
| The site briefing is missing | Confirm whether the office team actually published one or only left notes elsewhere. |
| The site context looks stale | Check sync or refresh after signal returns, then compare the record against what you see on arrival. |
| The wrong site details are attached to the visit | Stop and verify the assigned work and site before starting the inspection. |
Reference surfaces
- Use Sites List and Site Details and Briefing for the full breakdown of swipe actions, tabs, briefing content, and site exits.
- Use Systems and Assets when the visit depends on system drill-in or asset context before the inspection starts.
- Use the Admin-to-Engineer Handoff Map when you need to see which office-side page prepared the site context the engineer receives.