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Set up an inspection workflow and send work to the field

Add an inspection form to your assets, select the assets along a route, and assign them to a field user's mobile device.

Before you start

  • A project with asset data loaded
  • A user with the mobile-user role
Steps

Step 1: Add an inspection workflow

Edit your feature type (here Street_light) and click Inspection Workflow. Soarvo creates a matching inspection feature type, here called Street_lightInspection.

Step 1: Add an inspection workflow

Step 2: Check the inspection form

The new form comes with ready-made fields, such as AllOK, issue type, priority, photo, comment and status. Click a field to change it, for example edit the list of issues in the _issuetype field to make it relevant to your data.

Step 2: Check the inspection form

The numbered boxes show the order to work in.

Step 3: Create a route layer

Click New Feature Type and give it a name, such as Route.

Step 3: Create a route layer

Step 4: Draw the route

Select Route in Project Features, then click points on the map to draw the route you want inspected.

Step 4: Draw the route

Step 5: Save the route

When the route is finished, click Save.

Step 5: Save the route

Step 6: Open the Selection Panel

In the Layers panel, click the ⋮ next to your asset layer and choose Selection Panel.

Step 6: Open the Selection Panel

Step 7: Select along the route

Click the selection mode menu and choose Along Existing Route.

Step 7: Select along the route

The numbered boxes show the order to work in.

Step 8: Set a buffer and pick the route

Enter a Buffer Line by (m) distance, for example 10, then click the route on the map. Every asset within that distance is selected. Show Selected shows how many.

Step 8: Set a buffer and pick the route

The numbered boxes show the order to work in.

Step 9: Choose Assign to User

Click the Action menu and choose Assign to User.

Step 9: Choose Assign to User

The numbered boxes show the order to work in.

Step 10: Assign the work

In Field User, pick the person or device, then click Action: Assign to User. The assets are sent to their Soarvo mobile app.

Step 10: Assign the work

The numbered boxes show the order to work in.

Need help?

Contact the Soarvo support team, or book a demo at soarvo.com.

www.soarvo.com