All projects in Asite are 'Field' enabled by default. Three new field-related roles are created in the project automatically, namely:
Field Administrator - Main administrator for defects and field manager, has privileges to publish drawings and calibrate them on the web application. Users in this role will get the 'Can Manage Project Field' role privilege by default.
Field Inspector - Is responsible for creating defect forms using the 'Adoddle Field' application on tablets and assigning them to the field contractor.
Field Contractor - Is responsible for resolving the defects raised by the field inspector and marking their respective defect form status as resolved post resolving.
You can assign required users in the above roles from 'User Access' in 'Project Settings'. Click here for detailed help on how to add users to a role.
Click here for detailed help on how to assign privileges to a role.
Apart from the above roles, below form statuses are also created in the project automatically:
Open - A newly created form will have 'Open' status. Field administrator and field inspector must have 'Access to Use' permission on this status.
Verified - Only the field inspector role should have 'Access to Use' permission on this status.
Resolved - Field contractor & field administrator role should have 'Access to Use' permission for this status.
Project administrator users can set up and configure the Location Task form on a new or existing project. The steps to set up and configure a Location Task form are:
1. Assign Location Task form to a project - To assign Location Task form to a project, click here for detailed help.
2. Assign permissions on Location Task form - To assign permissions on Location Task form, please ensure the below points & click here for detailed help.
3. 'Create' permission on the Location Task form should be limited only to the field inspector and the field administrator.
4. All other permissions should be limited to the field administrator only.
5. Create & format statuses for Location Task form - To format form statuses, click here to see detailed help.
6. Set Up Location Task form - You need to configure form settings for the Location Task form in order to activate existing or newly created statuses as required. Click here for detailed help.
7. Create Task Types in the Project - Once the form settings are done, you need to create task types in the project. You can do this by creating a dropdown attribute with the name 'Task Type' using configurable attributes.
Next Article: Create a Location Task