Engineer Quickstart
Open your deployed day run, check site context, start field work, and recognise sync or access limits.
Before you start
- You have signed in on the device.
- The office team has added you to the correct workspace and deployed your work.
- Your workspace has enabled the features you need.
Expected outcome
You can begin from the deployed day run, confirm the site and system context, and tell when work or access needs office follow-up.
Open your deployed day run
- Open the Dashboard tab and review Today’s Run before travelling.
- Check the stop order, planned and travel time, assigned engineers, and any held-back work.
- Open an inspection or work-order stop from the run. Planner tasks provide context but do not open as inspection or work-order records.
Engineers without scheduler-management access see work only after the office deploys it. An assignment can therefore exist in the office planner without appearing in your mobile run yet.
Confirm the site before starting
- Open the site from Sites or from the assigned visit.
- Review the site overview and briefing, including access notes, outstanding defects, recent inspection details, and upcoming work.
- Confirm the industry and system. A site-first inspection can remain unbound until you identify the installed system on site.
Run the visit in Deucalion
- Open the assigned inspection, or use Start Inspection from the briefing to prepare a new inspection.
- Record assets, checklist results, defects, notes, and evidence against that inspection.
- If the device is offline, keep the app open and review Sync Status before assuming the office has received the changes.
Use quick actions deliberately
The dashboard always provides Start Inspection, Scan, Search, and Drafts. Analytics and AI shortcuts appear only when both the workspace feature and your resolved capability allow them. Work Orders and Quotes are similarly capability-gated wherever they appear.
Troubleshooting
| Problem | What to check |
|---|---|
| Assigned work is missing | Confirm the active workspace and ask the office whether the schedule was deployed. Refresh when connected. |
| A feature route says it is unavailable | The remote feature or workspace capability is off; changing tabs or reinstalling does not grant access. |
| The office cannot see your latest changes | Open Sync Status and resolve pending, failed, or conflicted work before leaving the device. |
| The site or system is wrong | Stop before sign-off and return to the correct site or bind the correct installed system. |
Use the Engineer Screen Index for the complete mobile surface map and Offline Sync, Search, and Settings for recovery guidance.