What are Fieldlens Posts?
Posts are bite-sized pieces of information created by you or other members of your project team. They can be as simple as a photo and a few words or can contain as much detail as necessary to describe a complex jobsite issue.
Once posted, they will live in your project Feed and can be viewed and responded to by you or others who are shared on the post.
Why do you post? These three reasons:
"Just in case" - documenting something so it's on record - possibly for a daily report or a potential problem.
Something needs to get done - it's easy to assign posts to yourself, other users, companies and even email addresses.
Something is wrong - document it, assign it, get it fixed.
Fieldlens posts create a true audit trail of your project communication - each post and all additions to it are timestamped and all edits are included in the timeline.
Posts can include pictures, video, marked up plans and more.
Who sees your posts?
Who sees your posts is up to you: who you've included in the Send to field at the top, and who you have assigned the post to. Your first post will default to include users from your company that are on the job with you.
You can click on the To field to add more recipients
Sometimes, it is beneficial to assign specific people to a post. By adding an Assignee, you can ensure that specific users will see and reply to the post and you can add a due date if you need the task to be completed within a set time.
Adding New Assignees
Click the Assign option on the bottom menu
Select from the list who is going to be assigned to the post, you can use the search option or scroll and find the correct person or company. Use the Add option on the right to include them in the post.
Once you have all the responsible selected, click Done on the top right.
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4. You can select a due date for each assignee by clicking the calendar icon next to each line and selecting the date from the calendar. Click OK once you are ready.
NOTE: you can always leave the due date blank and edit it later.
Visibility
Any users added as an Assignee will be able to see and reply to the post.
Remember, RFI and Submittal posts are visible to all the Project team members.
Overview of creating posts
Within a project, tap the "+" button at the bottom of your mobile Feed, or click New Post from the top right of the web app. Within the Create form, you'll select what information to include and who will see your post.
Sending the post to others
By default your first post will be sent to others from your company that are on the job with you. Tap "My company" to include other people or companies, or to make it private to yourself.
You can also type in an email address to email this content to someone outside of Fieldlens. Their replies to the email will post back into Fieldlens.
Note: After your first post, "Send to" will default to the previous post's selection - making it easy if you're creating a number of posts that need to be sent to the same people. Be sure to always check you've included the right people!
Title and description
Use the title to summarize the issue - along with any photos, the title will be prominently displayed within the Feed. The description can be used to more fully describe what you're seeing.
A title is required to create a post and it has a limit of 128 characters.
Quick action bar
At the bottom of the create form, you'll see icons on your mobile device for frequently used options.
Add an assignee (or multiple) - If your post is about work that needs to get done, tap the assignee icon. You can set a due date for the task - if the same for all assignees - or different due dates for individual assignees.
Add a category - Easily identify and group similar posts together. You can filter your Feed to get a quick view of them and send reports when needed.
Pin your post to a drawing or add a location.
Add pictures and video - Take or attach unlimited photos and videos and add them to your posts. After adding a photo to your post, you can use the markup tool to call out any details that need extra attention - just tap the photo in the post to launch the markup.
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Use the markup tools to add arrows, lines, geometric forms and text, once you are done marking up your photo it will be inserted in the post as attached media.
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Overflow menu (...)
Drawing Markup - You can add markup to a project plan from your mobile device while creating or reacting to a post. This markup will not be on the actual drawing but a snapshot of it that will be included with the post.
Weather - Add current weather based on your project’s location and adjust as needed. Weather will be pulled by your project’s zip code.
Resource Tracking - Select from lists of resources to enter workers and hours worked. You can also log unit codes associated with work done and track headcount for companies and disciplines.
Attachments - Attach unlimited documents or other posts from programs like Dropbox, Google Drive, etc.
Voice Notes - When you’d rather create a hands-free post, you can use the Voice Notes feature.
Post & copy - After you post, this option will start a new post with the same people, categories, assignees and location.
Auto-add weather - This option will automatically include the weather for all new posts on the current project.
NEED UPDATE
Post status
Posts that have been assigned have three distinct statuses:
Open - Assigned work that has not been completed.
Resolved - The person responsible for the work has indicated they are finished.
Closed - Work has been confirmed as completed.
Assigned posts that include a due date can also be marked as Past Due if they have not been marked Resolved by the due date.
Posts that do not require work to be done - a progress photo post for example - are called unassigned posts. Unassigned posts require no action and have no assignees.
Void Posts
If you make a mistake while posting, or a post is invalid for another reason, you can mark your own posts as Void from the web app. These posts are removed from the project Feed but can still be accessed via the filters on the web.