Field - Activity

Who can use this feature?

By default, Field Staff & System Administrators

Purpose

The Activity page lets you record any field activity done on the jobsite (tests, inspections, etc.). This page lets you quickly log field work you’ve completed against the appropriate project.

Available actions

• Add activities to a selected project 
• Search activities by start date, status, technician, etc. 
• Save forms to your local device for offline use 
• Clear local forms off device 

Add Activity: What to expect 

• 1. Select a project to log the activity against. 
• 2. Choose an activity form to add from the searchable list. 
• 3. Add details on the activity (date, technician, etc.). 
• 4. Save the activity; you’ll see a confirmation message on completion. 

Manage Activities

You have the option to filter and look up past activities logged under a project. Selecting an activity record will open it for editing. 

Clear Local Forms

This button will clear any saved offline forms off your local device. 

Offline Records

This button allows you to browse all locally saved forms on your device. These are helpful when working offline in Activities (see below). 

Adding Activities Offline 

You can create Activity records while offline. These records are saved locally on your device and can be uploaded once your device reconnects to the internet. 
 
To use Activity offline, start by downloading all required projects and forms to your device while you still have internet access. You can download these assets using the “Offline” button. 
 
Note: Clearing your internet history (or local forms) will remove any offline files on your device, including Activity records that have not been uploaded yet.

Want to keep learning?

Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!