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Field Management

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Publish multiple checklist templates at once

Now we have to publish checklist templates one by one. Please provide bulk publish for Checklist templates
Patrick Schemkes about 1 year ago in PS Web App & Platform / Field Management 0

Reports do not have a way to include record Item attachments such as Checklist items.

As a result of missing functionality described in https://projectsight.ideas.aha.io/ideas/PSW-I-1542 the inability to include the Checklist item attachments is more relevant to the client. The report will only provide a link, so the client has a i...
William Atchison about 1 year ago in PS Web App & Platform / Field Management 0

Please add indication for attachments on checklist form item rows.

Currently Checklist items use the same comment indicator flag as in other forms. It only ticks flagged when any text is entered into the comment. This does not tick flagged if only an attachment is added to a check list item. In addition in the ma...
William Atchison about 1 year ago in PS Web App & Platform / Field Management 0

Make a field on checklist required

We have certain existing forms where some of the fields require a value to be entered prior to saving the form. This capability would assist in the completeness of the checklist (form) being completed
Bill Fadok about 1 year ago in PS Web App & Platform / Field Management 0

Add Column Header for "Assigned to Company" in Observations Module

"Assigned to Company" is one of the available filters in the Observations Module - but is not included as an option for a column header. This would be useful for printing Observation Report Logs in Excel that are grouped by Assigned Company as wel...
Mary Kay Bunker about 1 year ago in PS Web App & Platform / Field Management 0

Need Checklist Data Analysis

Currently we can filter on a checklist by who filled it out and the template used, but we must be able to filter on the data inside each checklist. A key feature missing is no way to analyze the form data entered onto a checklist. These forms are ...
Mercedes Green over 1 year ago in PS Web App & Platform / Field Management 2

Field Checklist Drop Down to Select Type of Inspection Inside of Template

In the field checklist, it would be nice to have a drop menu inside of a selected template where you can select and change the different type of checklist from within itself. I.e. you want to conduct a initial inspection or follow up inspection us...
Guest over 1 year ago in PS Web App & Platform / Field Management 0

Need to be able to choose multiple locations for punchlist reports

Would simplify generating reports for multiple areas for same companies
Guest over 1 year ago in PS Web App & Platform / Field Management 1

Have an inspection module

It would be nice to have a module for generating and tracking inspections.
Linnea Lavorico over 1 year ago in PS Web App & Platform / Field Management 1

Allow a user to select which version of the checklist template would apply to an open checklist record

Many times checklist being used to capture inspections events require additional inspection line items to be clarified or added in the course of the project. Currently any inspection checklist records will need to be completed recreated to referen...
Guest over 1 year ago in PS Web App & Platform / Field Management 0

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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