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Posted on October 11th, 2019 - Posted in Reporting | Resources | Tips and Tricks
Field Associations: this important addition to Wellsite Report changes the way you’ll manage your equipment. It’s one of the many ways our Custom Forms is a powerful, unique tool for your business. So, what are field associations? Should you be using them? Let’s dive in and take a closer look.
Field associations on Custom Forms are used to change values on equipment items. This enables field employees to update your equipment/assets.
When you have equipment in Wellsite Report, and you create a custom form that can affect that equipment piece, you’ll see an image of a red link on the form that means it has a field association. This image of a link signals that this field links to your equipment.
Let’s say your company uses cables. On the job you cut the cable, so it’s important for your inventory control, and bottom line, to know exactly how much cable you have left on each pad, truck, or in stock. With Wellsite Report, you can keep that cable up to date by completing one of our Custom Forms. Then you can go to your list of Equipment inside of WSR and know exactly how much cable has been cut, when it was cut, how much was cut each time, and any other information your Custom Form includes.
Above we see someone updating a Custom From on Wellsite Report. See the green link? This means the user clicked that link image, selected the correct cable he cut, and it has been successfully associated with that field. If the employee had not clicked the link, it would still be red, and he would be unable to submit the form.
Field associations are an incredibly easy, efficient, and effective way to keep your equipment up to date, so let’s make sure your employees know how to use it! Download our tutorials for Desktop and Mobile and distribute as needed so that your whole team can be experts on field associations!
Posted on October 7th, 2020
Posted in Management | Project Management | Software Update
Newest in Custom Forms Mathematical Expressions Similar to Excel’s math formula options, the new field type calculates the value you’re looking for Apply them on any Forms, Equipment or within fieldsets Select any and multiple numeric value fields on the Form to use in the formula How does it work? First, get in touch with […]
Posted on September 17th, 2020
Posted in Big Data | HSE | Management | Oil and Gas | Project Management | Reporting | Safety | Service Quality | Software Update
In September of 2020 WSR’s Form Builder Service and Custom Forms modules broke a new record with over 100k submissions! WSR began development in 2014 as a management software app with the five CORE features. Storing, managing and analyzing Incidents, Projects, Tasks, Units and Personnel. Without question, the most powerful and customizable tools of WSR, […]
Posted on June 15th, 2020
Posted in Management | Project Management | Software Update
New Features for FormBuilder Automated Tasks In the past, in order to create a General Task, our clients would have to do so within the Task & Action Items workflow and this could not be done from the Mobile Application. With this release General Tasks can now be automatically generated from any form submission; Desktop […]
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