Tag: Features

New Feature: Checklist Scoring

With our seventh release (2011.7) of 2011 now out the door and into the hands of our amazing customers I thought it would be fitting to highlight the biggest and most anticipated feature of this release – event scoring.

At Field ID we work with customers from rigging, nuclear, construction, maintenance, service customers and manufacturers and as a result we see hundreds of different types of checklists. Over the last few months we were seeing a large requirement for the ability to score inspections using a scale. We have now integrated scoring into Field ID events allowing you to fully customize your checklists in Field ID to match your existing scoring done on paper. Let’s take a look at how scoring works in Field ID.

1. Setup Score Groups

The first step is to setup Score Groups. Score Groups are reusable ranges that are used to grade the criteria in your inspection. An example of a score group may be a scale from 0 – 3 or 0, 5, 10 and 15. To setup your Score Groups go to Setup > Assets & Events > Event Types and click on the Score Groups tab.

First, enter your Score Group Name and Click Save.

Now you will setup the range. For example, Problem Found has a value of 0, Issue repaired on-site has a value of 1 and so on. This range should match the existing scoring that you do on paper. If you would like one of your score options to indicate a N/A which can be excluded from the score total select indicates N/A from the drop down.

Setup Your Score Groups

2. Create your Checklist

Now that your score group is setup it’s now time to setup your checklist. This process is exactly the same as creating any other checklist in Field ID. When you are creating your Event Form you will select Score as your data type. Once you select Score and click Save you will be able to select what Score Group you would like to use for this criteria. Finish entering all of your Criteria and select the Score Groups you would like to use. Once you are done click I’m Done Save, Save and Finish.

Setup Your Checklist

3. Setup your Total Calculation

Now you need to tell Field ID how to calculate the total and what the total number indicates. To do this click on the Scoring tab from the top menu. Here you will be able to either total the scores by using the Sum or Average. If you would like to use the score total to set the result check the box that says “Use total score to calculate result”.

Now you can setup a range of values which will set the Pass or Fail for the events. For example, if a score between 20 – 50 indicates a Fail and anything greater than 50 indicates a Pass.

Setup your Total Calculation

4. Perform your Event

Now that you have setup your scoring event you can perform it either on the web or Field ID Mobile. Scores are displayed as radio buttons on the event form. Simply click on the score that applies and record any observations as needed.

Performing an Event with Scoring

Once you done the event Field ID will calculate the score and set the result for you. Scores can be displayed and sorted on Reporting and can be included when your generated PDF reports from the system.

For a full list of all new features for this release please see our release notes on our community. As always, we would love to hear your comments.

New Feature: Field ID Knowledge Base

As our customer base grows so has the demand for well written and detailed documentation. We are happy to launch our new site help.fieldid.com

The Old

The old Field ID Documentation

Our old documentation had a lot of information but wasn’t organized for what users wanted to accomplish. As well, the look and feel of the site wasn’t up to the standards of our clean and sharp main website or the Field ID application. These were two of the main drivers behind moving to a wiki based system.

The New

The new and improved Field ID Documentation

Over the last two months our team has worked hard to completely re-write our documentation from the ground up. With this we have taken a new approach to our writing style and have organized topics into actions that users will want to complete. The documentation is broken into three main sections – Using Field ID, Administration and Field ID Mobile.

The Knowledge Base is detailed with pictures and step-by-step instructions to help you complete everything from setting up Email Notifications to creating a new Audit checklist. Each page in the documentation has a well laid out table of contents that will allow you to quickly jump to a point in the article.

Article Contents

On the left side there is a site search that will allow you to quickly find the topics that you need. The search is very simple and easy to use.

Search all articles

This new system has been in the works for a long time but we wanted to ensure that we launched with a lot of content and a great design. So, how did we do? Drop us an email and let us know.

Field ID Feature Preview: Asset Profile Image

This is my third post about some of the exciting new features coming out in our upcoming Field ID release. Previously I blogged about new one-click shields and our new GPS capabilities.

Today I’m going to show you how you can set the asset profile image. This is very similar to how you have a profile image of yourself on Facebook or LinkedIn. Currently, each asset (equipment, location, employee) you identify in Field ID has a generic image. This allows for easy visual confirmation when viewing the asset. However, in some cases the profile image should be the exact asset you are looking at. A good example would be when completing a inspection or audit on a job site or building.

Let’s say you are doing a facility audit on our Field ID office. One of the first tasks you may want to do is take a picture of the building and have uploaded in Field ID. With Field ID 2011.6 coming out August 30th there are two ways to do this. The first is on the web. When you are adding or editing an asset you will be able to upload an asset profile image. The second, is using Field ID Mobile. When identifying an asset you can launch the camera on the device and take a picture of the building. This will automatically be uploaded to the web and associated with the asset.

Asset Profile Image for 49 Fraser Avenue

We will have full release notes posted later this week with details on all new features coming out on the 30th. Stay tuned!

Field ID Feature Preview: GPS

With many mobile devices having GPS (Global Positioning System) on-board we have long wanted to utilize this technology with our Field ID inspection software.  Many times we hear that having the ability to record where an asset is (ie.piece of equipment or machinery) would be quite valuable. With our next release in a few weeks you will be able to use your GPS and display a map of where equipment was first added to Field ID and where each subsequent inspection or audit took place. Let’s take a closer look at how to use this in Field ID.

Enable GPS Capture

The first step in capturing GPS is to get your system administrator to enable this feature. This is a simple on or off switch. Once turned on your mobile device will try and capture your current GPS location when adding new equipment and performing inspections. To find this go to Setup > Settings > System Settings.

Enable GPS

Capturing your GPS Location

Once you have enabled GPS you will need to connect your device to the internet, sign out of Field ID Mobile and sign back in. This will tell Field ID to start to capture GPS information. The capturing of GPS data is entirely transparent to you. No buttons to press and nothing to enter. Simply go about your daily work.

Viewing the Maps

There are three places you will be able to view maps of where your equipment or assets are. The first is the asset profile page. This will display the most recent known location of the asset.

Viewing the most recent location

Each time you complete an inspection you will be able to view a map of where the inspection took place.

GPS Location of where the inspection was done

Lastly, you can view all the inspections or events that have been performed on a specific asset. This will show you all the recorded locations for an asset.

Viewing the locations of all inspections completed

We are quite excited about having this capability in Field ID. There are many possibilities where using GPS will be quite useful and we plan on doing some more blog posts in the upcoming weeks about how to leverage GPS to increase safety and traceability of your inspections.

As always, if you have feedback on how we can make this feature or anything in Field ID better let us know!

Feature Preview: The Field ID One-Click Inspection Icons

Since the inception of Field ID our trademark one-click icons have been the mainstay of performing inspections, audits or any other type of checklist based inspection. Our One-Click icons allow technicians to quickly and visually set the result of the inspection checklist.

One-Click icons are only one of seven different type of controls you can place on your checklist. One-Click icons have many advantages over a simple drop down. Using icons allow users to visually represent the result of an inspection. Everyone can identify with Red, Orange and Green. Our current One-Click Icons come in 3 different designs:

Current One-Click Icons - Pass, Fail and N/A

In an upcoming Field ID release we have not only redesigned the look of the icons but are expanding the available selection. Here are what the new icons will look like:

New Expanded and Redesigned One-Click Icons

As you can see we have come up with a new standard design for the icons which are clearer and visually more appealing. As well, in addition to the current red, green and multi-color icons we are rolling out blue, yellow and grey. Blue is typically used by OSHA to indication caution or if something is in need of repair where Yellow is used to indicate proceed with caution. Our goal is to provide more options when designing your checklists to ensure a safe working environment.

Watch our blog for more information on when these will be released as well as more exciting features.

New Field ID Release: Capture Date and Time, Import Inspection Results and more!

We’re happy to share the details of our 5th Field ID release of 2011. Field ID 2011.5 was released Tuesday, July 19th and includes many great changes to both the web and mobile. This blog post will highlight some of the larger changes but be sure the read the full release notes on our community.

Capture Date and Time

In previous releases this year we have added new data types which allow you to standardize data entry when using Field ID. With this release we have added the ability to create a date or date and time entry box. This can be setup on both an asset type (such as machinery, equipment, people or rooms) and event types (such as audit, lockout / tagout, or visual inspection).

To get started with Date and Time simply go to Setup -> Assets & Events -> Asset Types or Event Types. When you setup Asset Attributes or a inspection checklist item on an Event form you will see the new Date type. You can then choose if you would like to optionally include the time as well.

Entering date and time during an inspection

Import Event Results

Excel importers are an important part of Field ID. This makes upgrading to Field ID from your current system easier and quicker. Our goal is to allow all information to be imported into Field ID in bulk with Excel. With Field ID you can currently import historic events through Excel. However, you could not import the inspection checklist results. With our new importer you can now import the entire checklist that was filled out as well as any observations recorded. This will make importing your historic inspection information a breeze and before long you will be tracking all of your new inspections or audits electronically with Field ID.

To get started click on Start Event from the top menu and select the Start Import button.

Customer Notes

This is a feature request that came from some of our customers. When setting up Job Sites or Customers in Field ID you may want to make a note about a record. This note may be used to record customer preferences or a reminder. It’s an optional field but could prove to be useful if you were looking to track that extra bit of information.

New notes field on customer or job site record

We are already well into the next release and we’re planning some exciting features – it’s quickly shaping up to be one of my favorite releases of this year. Thanks for using Field ID and keep the feedback coming.

How To: Edit Inspections & Audits using Field ID Mobile

Our most recent release Field ID 2010.4 saw a much requested feature released – the ability to edit completed inspections using Field ID Mobile. There are a number of cases when this is needed. You may have submitted an inspection and forgot to make some last minute comments. Or you are doing a larger inspection such as a crane or safety audit and would like to save it and finish it later. This blog post is going to show you how you can edit your inspections and what you need to know when doing this.

Finding the Asset

To start we have assumed you completed a inspection, audit or some other type of event that you need to edit. First, you will use either the Find box at the top or the Assets search to find the asset.

Searching for an Asset in Field ID Mobile

Edit the completed Event

Once the asset is found you will click on the Events icon on the right side.

Then find the inspection that you completed (usually denoted by the date of Today) and click on the icon on the right side. From this menu Select Edit.

You will now be editing the inspection.

Editing a Completed Inspection in Field ID Mobile

Some things to know…

There are some limitations to editing inspections. Inspections cannot be edited if they have not been synchronized with Field ID Web. As soon as an inspection has been synchronized with the web you will lose the ability to edit the original version. All editing at this point will need to be completed on the web.

If you have synchronized the inspection and have the need to change something I would suggest that you look up the asset and click on the events tab on the right. Click on the icon on the ride side to launch the Event Actions and select “Start events based on existing data” which will auto-fill the inspection form with the previous values. You can then make any changes and submit the inspection.

Since there are a lot of cases where this will come in useful we hope this tutorial helps. If you have any questions or feedback about editing inspections please contact us.

New Field ID Feature: Mobile Upload / Download

It’s been a few weeks since my last blog post – and what a few weeks it has been. In addition to the hiring frenzy we’re embarking on we are merely a few days away from our next Field ID Web and Mobile release. In advance of the full release notes I wanted to write a post about one specific feature – syncing your data on the mobile.

Currently on Field ID Mobile there is one button to download your data – it’s called Sync. The upload process is automatic and Field ID will upload your data as soon as their is an internet connection. This works really well but a common question we get is, “Where is the Upload button”. It seems that people like the comfort of hitting a button that says upload. We have talked with numerous customers and have concluded this is the best method. With our next Field ID release on June 5th you will now see the Sync button disappear and two new buttons appear – Upload and Download.


The download button effectively has replaced the Sync button. This will be where you download your Customer or Job Site data. The screen has not changed at all so should be familiar to all users.


The new upload screen will show you all information pertaining to uploading your data. You will now see three boxes, Uploaded, Queued and Failed.

Mobile Upload Screen

Uploaded is a counter of all asset and events that have been uploaded. This counter will continue to increase until you hit the Reset link which will set it back to zero. The Queued will display all assets and events that are still on your device and have yet to be uploaded. Failed will show all items (Assets, Events, Schedules, Pictures) that have failed to upload.

We hope you find having a separate Upload and Download page with some detailed information will make it clearer how you get data on and off of your mobile device.

Watch for the full release notes coming this week with more exciting features.

Field ID Knowledge Base

Many of you probably don’t know but we have a knowledge base with common answers to your questions about Field ID. Granted, up until now we haven’t had a ton of articles in there. However, with the recent addition of Tariq and Corey to the customer success team has meant that we now have time to get a ton of articles in there.

To view the knowledge base , click here.

Field ID Knowledge Base

Shortly the knowledge base will boast a series or articles addressing everything from how long until my handheld is delivered to what are Asset Type Groups. The nice thing about the knowledge base is that if you submit a ticket through our support system it will suggest articles that match your inquiry – as you type!  Our hope is that one of them will help you out.

Over the next week we are working hard to get more articles in there by reviewing old support tickets and entering any common questions or problems users have had.

Looking for something that isn’t in the knowledge base? Let’s us know!

3 Years and Counting

Today is a big day at Field ID – well for me it is. It marks my 3 year anniversary with Field ID, and what a 3 years it has been.

Over the years I have traveled to Montreal, Detroit, Chicago, Orlando, New Orleans, Atlanta, San Francisco, Las Vegas, Alabama, Pennsylvania, Mississippi and a few others. I have been in rigging shops all over the USA, completed crane inspections in 110 degree weather (I almost passed out) and crawled around bleach processing equipment all in the name of making better software to manage safety compliance.

My Safety Compliance Command Center (aka, my desk)

As my day-to-day focus is on the product, Field ID, the change over the last 3 years has been nothing short of remarkable. The dedication from the entire development team and feedback from our customers is really what has made this possible. We have moved offices twice and are now going through our biggest growth phase ever. This will allow us to make Field ID faster, more feature rich and easier to use. To see what Field ID used to look like take a look at a blog post I wrote earlier this year.

We are currently working on our 4th release of 2011 and we are continuing to add new features as well as refining and polishing existing parts of the system. As we move further into 2011 we remain laser focused on safety to ensure that Field ID will solve your challenges in all areas of safety compliance.

Well, time to get back to work and get my 4th year underway.