As a means of fully connecting RedTeam Flex to the field using technology we have integrated RedTeam Flex to Fieldlens. This integration reduces admin work/ dual entry between Flex and Fieldlens by syncing Projects, Plans & Specs, RFIs, and Punch Lists.
1. Connect to Fieldlens
Connecting Fieldlens to RedTeam Flex is relatively simple. Connection will be done through the Apps Menu.
You must have an existing account with Fieldlens to connect Fieldlens to RedTeam Flex.
Note: the Flex and Fieldlens integration is a 1:1 integration, so your Fieldlens account can only be used in one Flex database.
If you need more information about Fieldlens please visit this link: http://help.fieldlens.com/en
Steps:
To connect to Fieldlens go to the Apps menu.
Pressing Connect will open a new window, this window will have the FIeldlens Sign In Menu. Enter in your Fieldlens credentials.
After logging you should receive a "successful login" message.
RFI Settings will allow you to control which RedTeam Flex RFI template will sync back and forth with Fieldlens. We suggest using a specific Fieldlens RFI Template to sync.
See the lines below for our best practice tips to create an RFI template to be used with Fieldlens.IMPORTANT:
Once you select a type to sync it can not be changed, please be mindful of what type you select or reach out to our Support team if you need help or have questions before selecting a type.
Read our best practice Tips below for reference.
Best Practice Tips:
You can have a separate RFI type to send to Architects and/or Customers and keep communication separated between them and your vendors and Jobsite Personnel.
We HIGHLY recommend having a separate RFI Template to be used with Fieldlens.
Please have these considerations for the RFI template you will use to sync RFIs:
Author: Any entity type
Recipient: Any entity type
Shouldn't display the Confidential Checkbox (In FL all RFIs are public records)Dates should be required
Do not include "DialogReference"
Do not add User defined fields, as of now they are not supported for the Integration.
Once you have created your RFI type for Fieldlens go back to your Fieldlens app card and select it from the dropdown list.
2. Send a Project to Fieldlens
In RedTeam Flex: Go to the project you wish to send and navigate to the Scope Details step in the Project Setup form, and click the Send to Fieldlens button on the top of the form.
Within Fieldlens:
It is not possible to directly upload drawings in Fieldlens for projects linked with RedTeam Flex. The button Upload Drawing will not be available in Fieldlens. All drawings need to be uploaded in RedTeam Flex after the project is synchronized.
Restriction: The user needs to have this permission assigned to its role: SendToFieldlens. By default, this permission is only available for SP Admins.
This permission allows users to send Projects, Plans, and Team Members to Fiedlens.
Send Project Team
A lightbox will pop up with the list of all your Project Team Members in RedTeam Flex grouped by Entity Type. You can expand each group type to select the contacts you'd like to send to Fieldlens. Using the checkboxes select the contacts from the list, and click the Send button when you are ready.
After that, it will show you a confirmation message on the top right of your screen that the project has been successfully posted in Fieldlens
If you need to send additional team members later, you need to go to the Manage Members in RedTeam Flex and using the checkboxes, select the contacts to be sent to Fieldlens.
Note that there's a column Fieldlens that indicates who has been sent already.
Restriction: The user needs to have this permission assigned to its role SendToFieldlens. By default, this permission is only available for SP Admins.
This permission allows users to send Projects, Plans, and Team Members to Fiedlens.
3. Send Plans & Specs to Fieldlens
After the Project and the Project Team Members have been sent, we can send the Project Drawings.
In your RedTeam Project: Go to the step 3 - Plans & Specifications, in the Project Setup form select the files you need to send over to Fieldlens, and click the "Send to Fieldlens” button on the top of the page.
IMPORTANT: Drawings to be sent to Fieldlens need to be single-page PDF files, make sure you use the "Split File" option when uploading your files in RedTeam Flex.
IMPORTANT: The drawing number and Name, will be sent to FL.
We do not send the Author name, discipline, scope number, or version number
Restriction: The user needs to have this permission assigned to its role SendToFieldlens. By default, this permission is only available for SP Admins.
This permission allows users to send Projects, Plans, and Team
Members to Fiedlens.
IMPORTANT:
It is not possible to directly upload drawings in Fieldlens for projects linked with RedTeam Flex. The button Upload Drawing will not be available in Fieldlens. All drawings need to be uploaded in RedTeam Flex after the project is synchronized.
The Fieldlens column will tell you the status of the data transfer.
Once complete, you will see the status Sent in the Fieldlens column in Manage Plans & Specifications.
4. Send Addendums & Revised Plans & Specs to Fieldlens
Addendums or revised Plans & Specs from Scope Changes will need to be sent to Fiedllens after committing them in RedTeam Flex.
Plans from Addendums or Scope Changes that are new and/or supersede existing plans will still need to be sent to Fieldlens. Superseded plans from Flex will update the existing version in Fieldlens.
Steps:
Select in RedTeam Flex which records would be Superseded, or leave it blank if you are not superseding anything.
Once the Addendum or the revised plans for a Change Order have been Committed in RedTeam Flex, from the Manage Plans and Specs select the records you need to sync and click the button Send to Fieldlens.
The Fieldlens column will update with "Processing" and "Sent" when finished.
5. Sync RFIs to Fieldlens
Using the same RFI template set in the RFI Settings, create an RFI. After creation the RFI will automatically be sent to Fieldlens. Also once a project has been sent to Fieldlens, previously made RFIs will automatically be pushed to Fiedlens.
The RFI sync is bi-directional, which means if the RFI is answered in either Flex or Fieldlens the answer will be recorded in both places.
Closing the RFI in Fieldlens will send the last comment from Fieldlens into RedTeam Flex as the answer. If the Answer is recorded in RedTeam Flex it will send it to Fieldlens as the last comment and will close the RFI.
6. View Fieldlens Punch List
You may view the Fieldlens Punch List without going into Fieldlens.
This can be accessed in the Progress Tab within RedTeam Flex.
Steps:
In the Progress Tab of a Project, select the sandwich menu to view Manage Fieldlens Punch List.
This is a Read only Menu but you may still access the attachments and click the link to open a Fieldlens tab.
