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Field Management

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Checklist: Have the ability to only select Pass or Attn Req'd on an item, no N/A option.

On the checklist module there are cases where N/A will never be an appropriate answer for an item. We need the ability to remove that option and only have Pass or Attention Required.
Lawrence Dow over 3 years ago in PS Web App & Platform / Field Management 0

Revised Checklist to import to all existing jobs

We use a job template that we have all of our checklists on. When we create a job these carry forward. However if you were to revise a checklist, you currently would have to go back and import your revision to EVERY existing job. Can there be a wa...
Melissa Moore about 3 years ago in PS Web App & Platform / Field Management 0

Add the possibility to track checklistitem assignments.

If a checklist item needs a follow-up, you can assign this item to a person. Only there is no way to track if this assignment has been followed up. Please add assignments from checklist items better traceable.
Patrick Schemkes 11 months ago in PS Web App & Platform / Field Management 0

Assign a complete checklist section to an auditor

In checklists we can divide checklist lines into sections. On our projects different auditors can be responsible for the sections. It would be great to assign a checklist section to an auditor instead of doing this line by line.
Patrick Schemkes over 1 year ago in PS Web App & Platform / Field Management 0

In the daily report, the custom fields will not print on report.

You can add rich details to your project daily reports, but you cannot download or print the reports with the information from the additional tab.
daniel harrell over 1 year ago in PS Web App & Platform / Field Management 0

Pictures in Checklist

Allow the addition of images in the checklist for sake of reference will working through certain tasks.
Matthew Votoupal about 1 year ago in PS Web App & Platform / Field Management / Photo Management 2

Default Due Date - Checklists

We would like to be able to set default dates in checklists.
Aaron Deister 3 months ago in PS Web App & Platform / Field Management 0

Save Copy of Checklist Based on Status

We would like to save copies of checklists as a PDF, to the file library, based on status of the checklist. For example, we would like a copy to be saved when the status is changes to open and then another copy to be saved when it changes to closed.
Aaron Deister 3 months ago in PS Web App & Platform / Field Management 0

Print Report with Photos and Attachments

We are using punch items module to log observations reports from our Owner. The Owner does not have access to this module on their account. The only print option is detailed and links, but when we send the report to the Owner, they cannot use any ...
Guest over 1 year ago in PS Web App & Platform / Field Management / Import/Export / Reports 0

Auto Generated Records from Failed Checklist Items

It would be useful if settings could be configured to auto generate records when a Checklist Item is marked as "No" or "Failed". For example if a checklist item is marked failed, it auto generates an issue.
Hunter Dickerson over 1 year ago in PS Web App & Platform / Field Management 1

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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