Using Requests


The simplest type of data collection in Gruntify is done using Requests. The field worker or the controller in the office clicks New Request, fills in the form, uploads any media, allocates the request to a location, then saves. The data has been collected and automatically timestamped and the location recorded. Requests are good for simple workflows, one-off inspections or audits, or tasks that can be done in one visit.

Requests have a very simple workflow. The request is created as “Submitted” and then either “Accepted” or “Rejected” by the controller staff in the Administration web-app. Rejected requests do not appear on the mobile app.

 

If the term request is not right for your organization, you can change it to Audit, Claim, Deal, Device, Incident, Inspection, Report, Survey, Tender or Update. The screens for all your users in the Workspace will change to refer to the chosen term.

This tutorial should give you some ideas on how you can use Requests.

You can assign selective permissions to Requests via their forms - controlling who can create, edit and view particular types of requests.

If you have more complex needs, including tracking work time on each task, setting up recurring schedules, and dispatching based on the skill set, then you need Jobs.


If you are working your way through the Getting Started tutorial trail, go on to Step 6: Using Jobs.