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Site / field user

Summary​

Site users typically complete packs on mobile, including offline capture where required, then synchronise and submit final records as the workflow allows.

Typical actions​

  • Open assigned packs on mobile
  • Capture completion information (online/offline)
  • Attach evidence where required (photos, notes, confirmations)
  • Synchronise changes when connectivity returns

Good practice for field completion​

  • Sync before going offline where possible
  • Confirm you can see the correct pack and latest version
  • If you cannot submit, record what you can and sync as soon as practical

Next pages​

  • Start Here → Mobile & offline use
  • Troubleshooting → Offline data not syncing
  • Troubleshooting → Cannot submit a pack