Working from Your Day Run, Sites, and Briefings
Use the deployed day run and current site context to prepare for a field visit.
Before you start
- You have access to the correct workspace.
- The office has deployed work for the selected day.
- The site exists in that workspace.
Expected outcome
You can follow the deployed run, recognise held-back work, and arrive with the available site context.
Review Today’s Run
- Open Dashboard and find Today’s Run.
- Review the run summary and up to the first four stops shown on the dashboard.
- Check planned on-site time, travel time from the previous stop, assigned engineers, and held-back work.
- Open an inspection or work order directly from its stop.
Today’s Run is date-specific. Field users see deployed work; draft planner changes remain with the office until deployment. A planner task can be included in the sequence without opening a separate mobile record.
Use site detail to prepare
The site screen has Overview, Systems, History, and Documents tabs:
- Overview holds identity, address, access, and briefing entry.
- Systems opens installed systems, asset lists, and system-scoped scheduling.
- History opens inspections and completed certificates.
- Documents downloads the asset register, defect list, and available certificates.
Read the briefing before the visit
The briefing can show the last inspection, open defects grouped by severity, site notes, and upcoming inspection. Defects open the current Defect Resolution screen. Start Inspection opens the scheduling form so you can confirm the service, timing, duration, and assignee before creating the visit.
When context looks wrong
| Problem | What to do |
|---|---|
| A planned stop is absent | Ask the office whether it is still held back or the day was redeployed. |
| Briefing data looks old | Refresh while connected; do not replace current site facts from memory. |
| The visit points at the wrong site | Stop before recording work and reopen the correct deployed record. |
| The system is unknown on arrival | Start from the site context and bind or add the installed system inside the inspection. |
See Site Details and Briefing for the screen-level controls and the Admin-to-Engineer Handoff Map for the office handoff.