Login In & Home Navigation:
Upon entering the correct credentials, the user will be taken to their project list:
From here the user can choose to click directly into any of the projects nested under the “Projects” box, as well as create a new project if needed:
Towards the top-right of the screen, they can also access any unread activity that has occurred since their last login by clicking on the leftmost of the two circles:
The rightmost icon will allow access to their user profile. From here a user can adjust their settings, manage their account billing, access the Help Center, or log out:
Project Creation
There are several ways a new project can be created within Fieldlens:
From the Home screen, a project can be created from within the Projects box, by selecting “+ New Project”. It will then prompt the user to enter in a project name and assign an address. Once that data has been entered in, the user can select “Create Project” to have Fieldlens solidify the data:
Click the + New Project button
Once the project has been created, the user can then select and assign team members to this project. Please note that if a specific employee needs to be added but does not yet have a Fieldlens account, entering in their email address in the search bar will allow you to invite them to join as well as build out their account:
2. From within an existing project: To create a new project while already working within Fieldlens, simply select the project name in the top left corner of the screen (e.g. “Downtown square garden”):
The user will then be able to either access other projects they are assigned to or have the ability to create a new project:
The workflow for creating a new project from this start point is the same as a creation from the Home screen.
Project Navigation
Project navigation within Fieldlens is “Post”-driven, and point-and-click functionality-focused. From viewing the main Project Dashboard, users will be able to access older posts [located on the left-hand side of the screen], derive reports, assign employees, as well as create new posts as the need arises [top right of screen].
How to create a new post:
Once the user has clicked on the “New Post” icon situated at the top right of the screen, a window will open to facilitate the creation of the new post. The user will be able to proceed through the workflow, which will entail the following information:
Title (required):
The assigning of a Title for the post will be required
To (optional):
Can designate who this post is being sent to. The available list will pull from employees assigned to this project, though emails can be entered in if needed.
Details (optional):
Post details can be entered into this text field. There is no text restriction in this field.
Assign (optional):
Who will be responsible for acting upon this post.
Can assign a due date if needed.
Location (optional):
Can designate a location concerning this post. If the location does not yet exist, the user can create a new one after selecting “Browse”.
Post Flag (optional):
Can tag a particular flag to this post
Can only have 1 flag per post
WARNING: Selecting the “X” icon when in a sub-menu such as location or assign will close you out of the entire post creation. Select “Cancel” on the bottom left of said sub-menus to back out without ending the post
From there, the user has additional functionality located across the bottom of the menu:
Assign (optional):
Functions the same as the assign ability located in the body of the workflow
Add categories (optional):
Allows the addition of categories. If categories for this project do not yet exist, they can be created from this menu. Please note that the user can create nested categories. These nested categories can be added as needed.
The user can manage the selected categories on the right-hand side of the categories menu and can choose to exclude categories previously selected if so desired.
Once a category is selected, it will show up as an additional line within the main body of the post, and can also be edited from there.
Add location (optional):
Same functionality as the location in the body of the workflow.
Pin to Drawing (optional):
Can pin this post to a specific sheet of drawings.
The system will have the user select the desired page, and can then directly place down a location pin on the drawing.
Once pinned to a post, the sheet and pin will appear in the main body of the post.
Attach Files (optional):
Gives the user the ability to attach additional files
Add resource tracking (optional):
Allows the user to assign utilized resources to this post. Can indicate different companies or individuals, and from there indicate utilized regular hours, premium hours, and overtime.
Can then indicate the affected cost code utilized against, and enter in a quantity.
Can also enter in additional lines as needed to encompass multiple cost codes or other factors.
Add weather (optional):
Will pull weather data based upon project zip code, can be overwritten if incorrect.
Duplicate
Will allow the user to duplicate the post. This will work in conjunction with the next icons - Save/Post. If a user selects “Save”, the work will be saved in the current post, as well as a draft duplicate created and nested in the draft folder. If user selects “Post” the post will be pushed, while the user will stay in the post with the same data on screen, able to change features and lock in additional posts as needed.
Save draft
Will save a draft version of the post for later adjustment/editing.
Post
Will create a post with all the information entered.
How to interact with Posts:
Once a post has been created, the user can interact with it and other project posts in a variety of ways. The left-hand side of the screen will show a snapshot of the status of all posts on the project, as well as break out key info such as posts assigned to the specific user, what posts are open, and what posts are resolved:
The user can also interact with individual posts from the main screen of the dashboard, as well as export the data from the “Export Report” icon towards the top right of the screen. Users can simply click on the desired post, and it will bring up the detailed contents of said item.
Additionally, to the left of each post is a checkbox. This will bring up additional options across the top of the screen, such as the ability to export the post, mark as resolved, or update any of the contained information.
Within each post, the user can also select individual employees or entities, change their resolved status, or even close them out of the particular post.
Navigating to the Reports Tab:
This guide intends to allow the user to quickly begin generating and managing reports within Fieldlens.
NOTE: Reports is available for users with a paid account.
To navigate to the Reports tab within Fieldlens (only available on the desktop version) simply login to your Fieldlens instance, then from the top bar, click on the “Reports” tab:
How to Create Reports Within Fieldlens:
To create new reports within Fieldlens, we have the “Export Report” button. This button is available from within the “Posts” tab and also from the "Reports" tab of Fieldlens.
Export Report from the Posts tab
Once you click the button, Fieldlens will open up a menu to begin crafting the report.
This is where the user can customize what data is to be included, as well as how and when this report is generated. Each section of this report wizard can influence the end product. The image below has been broken into distinct sections moving from left to right.
FILTERS: This is where advanced filters can be applied. Clicking into any aspect of the section will expand it, to include the information shown below. To apply any of these advanced filters, the user will simply need to click into the desired field and populate it as required. When finished, clicking outside the bounds of the filter bar will minimize it. Advanced Filters are only available for users with a paid account.
2. Report Includes: This can be used to set initial filters. Selecting it will open a drop-down that can then be acted upon.
3. Preview: This allows the user to define the layout of the report. They can click between the different pages, which will influence how the data is presented on the report.
4. Format: This is where users can define how the report is generated. Options include PDF or .CSV. As the layout is changed, the user will also be able to see the page preview to the left change to reflect a concept of the layout. Please note that there is the ability to set a custom layout, which can be accessed by either selecting “customize” to the right of Layout, or by selecting “Custom” from the drop down list of the Layouts. You can pick and choose how much detail you need to include on your report.
5. Details: This is where users can title the report, as well as designate who should be receiving said report. By default, it will only be sent to the user who generated it, though that can be changed. Also note that designated users will receive all iterations of the report if it is set to run automatically. Users can also choose to expand the project code list, as well as a notes section, shown to the right:
6. Schedule: This is where a user can define the report’s schedule if so desired. Fieldlens has the ability to create recurring reports that auto generate based upon defined fields. To do so, the user needs to check the “Schedule this report to run automatically” option. Once selected, it will open up the date range filters that can be edited as shown on the image. Once the schedule has been defined and all the other Report sections have been completed, you can click Create Report.
Viewing Reports:
Once a report has been generated, it is viewable from the Reports Dashboard. If a user has multiple reports generated, they can choose to filter certain ones out by utilizing the categories located on the left-hand side of the dashboard.
You can sort the columns by Name or Date. Clicking anywhere within the row or the report will download it. To the very right of the report is a Three Dot menu. This will expand the ability to download the report or rerun it with fresh data.
If viewing reports from the “My Report Schedules” tab, that icon will allow editing of the contents and scheduling of said report for any future iterations.
