Setting up Site Tasks Form

This article helps you understand how to configure site tasks form on your project.

Updated over a week ago

All projects in Asite are 'Field' enabled by default. There are three new field related roles that are created in the project automatically, namely:

Field Administrator - Main administrator for defects and field manager, has privileges to upload drawings and calibrate them on web application. Users in this role will get 'Can Manage Project Field' role privilege by default.

Field Inspector - Is responsible for creating defects form using 'Adoddle Field' application on tablets and assigns them to 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 in 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 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 Site Tasks form on a new or existing project. The steps to set up and configure a Site Tasks form are:

1. Assign Site Tasks form to a project - To assign Site Tasks form to a project, click here for detailed help.

2. Assign permissions on Site Tasks app - To assign permissions on Site Tasks form, please ensure the below points & click here for detailed help.

3. 'Create' permission on Site Tasks form should be limited only to field inspector and field administrator.

4. All other permissions should be limited to field administrator only.

5. Create & format statuses for Site Tasks form - To format form statuses, click here to see detailed help.

6. Set Up Site Tasks form - You need to configure form settings for Site Tasks app 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 project. You can do this by creating a dropdown attribute with the name 'Task Type' using configurable attributes.


Next Article: Create a Site Task


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