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Posted on October 11th, 2019 - Posted in Reporting | Resources | Tips and Tricks

What, How, Why: Field Associations (Plus Free Tutorial Downloads!)

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.

What are Field Associations?

Field associations on Custom Forms are used to change values on equipment items. This enables field employees to update your equipment/assets.

When do you use Associations?

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.

Wait, What? Explain.

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.

Example of a custom form with a field association

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!

Teaser of the Field Association Downloads

DOWNLOAD: Field Associations Desktop Tutorial

DOWNLOAD: Field Associations Mobile Tutorial

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