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Every module, and every feature inside it, in one place. Pick a tile to go in, or search for what you are trying to do.
Getting started
5 topicsNew here? Start with these.
Your first day as a worker
From the invite email to your first FLHA.
6 features
Your first day as an admin
Sign up, the setup checklist, then invite the crew.
6 features
Signing in
Password, emailed link, Microsoft or Google, two-step login.
6 features
The phone app & no signal
Install it, work offline, and let it upload by itself.
7 features
Worker side vs Admin side
One profile menu, two sides, and why a tile might be locked.
6 features
Field work
19 topicsThe worker side: what you file and read from FieldView and your profile menu.
FieldView
The field screen: report, check in, and see what's due.
7 features
Report an Incident
PIN from the field, Flash, investigation, root cause and sign-off.
3 features
Report Observation
Safe or at-risk, a near miss, or an idea, in two taps.
5 features
Field Level Hazard Assessment
Job, hazards and controls before the shift; crew sign-off; end of shift.
10 features
Inspections
Site inspections, equipment checks and daily checks.
4 features
Forms
Your own forms, built or uploaded, filled in anywhere.
3 features
Safety Data Sheets
The SDS binder, on a phone or a QR on the wall.
2 features
Quick Reference
Company credentials and documents workers need to hand.
1 feature
Notice Board
Post notices, track who has read them, and answer comments.
2 features
Meetings
Toolbox talks and committees: run, minute, file and sign off.
6 features
My Certificates
Tickets with expiry, reminders, verification and requirements.
2 features
Training
Courses with lessons and quizzes, assigned by position.
1 feature
My Action Items
Every finding becomes a task with an owner and a due date.
4 features
My Assets
The fleet and equipment register, with documents and inspections.
2 features
My dispatch
Plan crews and equipment, check them, and send the job card.
2 features
My Work Orders
Defects in, repairs out, signed off.
1 feature
Policies
Company policies to read and acknowledge, with a changelog.
1 feature
Documents
Procedures and safe work practices, assigned and acknowledged.
1 feature
Weather
Forecast, heat and cold hazards, and wind stop-work per site.
1 feature
Admin modules
28 topicsThe Admin side, grouped the way the profile menu's Admin pane groups it.
Action Items
Every finding becomes a task with an owner and a due date.
5 features
Assets
The fleet and equipment register, with documents and inspections.
5 features
Behavior Observations
Safe or at-risk, a near miss, or an idea, in two taps.
4 features
Dispatch
Plan crews and equipment, check them, and send the job card.
6 features
Featured Video
A safety video playing on everyone's Overview.
2 features
Field Level Hazard Assessment
Job, hazards and controls before the shift; crew sign-off; end of shift.
8 features
Incidents & Investigations
PIN from the field, Flash, investigation, root cause and sign-off.
17 features
Inspections
Site inspections, equipment checks and daily checks.
10 features
Meetings
Toolbox talks and committees: run, minute, file and sign off.
6 features
Notice Board
Post notices, track who has read them, and answer comments.
4 features
Stats
Rates, trends, the weekly review and the compliance scorecard.
12 features
Weather
Forecast, heat and cold hazards, and wind stop-work per site.
4 features
Work Orders
Defects in, repairs out, signed off.
8 features
Certificates
Tickets with expiry, reminders, verification and requirements.
6 features
Claims
Workers' comp claims, documents, timeline and a report.
6 features
Documents
Procedures and safe work practices, assigned and acknowledged.
4 features
Forms
Your own forms, built or uploaded, filled in anywhere.
8 features
Materials & SDS
The SDS binder, on a phone or a QR on the wall.
4 features
Policies
Company policies to read and acknowledge, with a changelog.
5 features
Quick Reference
Company credentials and documents workers need to hand.
2 features
Safety Performance
The safety representative's weekly and monthly report.
3 features
Training
Courses with lessons and quizzes, assigned by position.
6 features
Account
Company profile, module visibility, plan, billing and data.
9 features
Locations
Corporate, divisions and sites, with managers and routing.
7 features
Notifications
Who gets told, every schedule, and the sent log.
6 features
Organization
Workers, positions, permissions, levels and the org chart.
10 features
QR Hub
Printable QR pages and tap-to-start tags.
3 features
Visitor Sign-In
Visitor log, orientation and documents to sign, by QR.
4 features
Your account & company
7 topicsYour own profile, your tasks and records, and the company's plan.
My profile & settings
Edit Profile: your details, compliance, notifications, two-step.
5 features
To do & Updates
One number for what's waiting on you, and what you've been told.
5 features
Records PDF & Safety Passport
Your records in one PDF, and the hardhat QR.
3 features
My reports & My data
What happened to what you reported, and what FieldTec holds.
3 features
Your crew (supervisors)
Direct reports, their compliance and Short Service Employees.
4 features
Getting data out
Exports, sorting, photo zips, scheduled reports and the API.
5 features
Plans & billing
Flat plans, the trial, switching tiers and read-only.
5 features
Coming soon
3 topicsShown so you know they're on the way. Nothing in them is switched on yet.
Quality
NCRs and punch lists.
Electronic Logging Device (ELD)
Driver hours of service.
Safety Campaigns
Before/after campaigns against fair baselines.
All help articles
The full step-by-step guides behind the topics above.
Getting Started
14 articles- Signing up a company as adminCreating the company account, and the checklist that greets a brand-new company right after — the four things worth doing before inviting the crew.
- Putting your company's logo on the app and your documentsUpload your logo once under Account → Company Profile and it appears top left in the app, beside the Fieldtec mark, and top right on the documents the app exports. Included in Pro and Enterprise.
- Bringing in records from your old programComing onto FieldTec from another program? A Company Admin can bring in who already signed which policies and procedures, finished which training, holds which certificates and has been oriented, from one spreadsheet, so nobody has to do it all again.
- Setting up a worker's profileHow a worker actually gets started: the invite from their admin, logging in, setting up their profile, and where to look first once they're in.
Incidents
6 articles- Incidents: investigation deadlinesThree deadlines from when the PIN is filed: the Flash, the preliminary investigation and the final investigation.
- Incidents: competency, vehicle cost and D&ARecord a contributor's competency for the task, a vehicle incident's cost, and whether the D&A form was done.
- Root cause: checking against the recordPick your own causes, then see what the record shows, and what usually sits behind each cause.
- Report an Incident: filing a PINThe quick notice a worker files from the field — when, what and where, in their own words, with photos — and what happens to it after.
Inspections
3 articles- Inspections: visit targets by positionSet how often each position should be on an inspection — corporate, managers, supervisors — and see who is keeping up, site by site, for your COR audit.
- Inspections: building an equipment checklist or a site inspection formBuild a pre-use checklist for equipment, choose who hears when a check fails and which machines need it, or build a hazard & safety form for site walks.
- Observations: the register, the categories and targetsRead and close observations, set the categories workers pick from, set monthly targets, and follow up at-risk ones.
Forms
9 articles- Forms: use your own PDF, Word or Excel formUpload the form you already use, let workers fill it in and send it back, and turn what they find into action items.
- FLHA: Today's conditionsRules that add a prompt to the day's FLHA when it's windy, hot, cold, a night start, or the worker is new. Nothing changes on a normal day.
- FLHA forms: FieldTec's standard form and your ownEvery FLHA form has one switch: In use, On or Off. FieldTec's standard form is always first under FLHA › Custom forms; copy it to build your own, or hide it when you don't use it.
- Field Level Hazard Assessment: filling it inStart from your last FLHA, tick today's hazards, write your own controls and place each on the hierarchy of controls.
Meetings
2 articles- Starting and running a meetingStart a toolbox talk or any meeting on the spot or schedule one ahead, tick who is there (people from outside too), write the notes or minutes, file one that was held on paper, and add action items: who can, and where.
- Meetings: setting up a meeting typeCreate a meeting type with its agenda, facilitators and presentation, say who must hold it and how often, and set its reminders.
Assets & Work Orders
4 articles- Equipment: daily checksMake an inspection type a daily check: due by a time each day, shown on FieldView to the people tied to the equipment, and their supervisor told if it's missed.
- How equipment inspections, Defects and Work Orders fit togetherA flagged check raises a Defect, not a work order. A mechanic decides what happens next — and it isn't an Action Item either.
- Assets: adding equipment and what its page holdsAdd vehicles and equipment, group them by category, and find each machine's documents, forms, inspections, work orders and oil changes in one place.
- Work orders: opening one, logging the repair, signing it offOpen a work order from a Defect or by hand, let the mechanic log progress from their phone, and sign it off when the repair is checked.
Compliance
5 articles- Audit Readiness: stay on target for your COR auditEnrol in your COR or SECOR program, let FieldTec score each question from the records crews already file, decide every score, and mark the readiness record prepared before the real audit.
- Training: build a course, assign it and see who's doneMake a course from lessons and quiz questions, require it of positions or people, record training done somewhere else, and see who has finished.
- Certificates: ticket types, who needs them, adding and verifyingSet up the tickets you track and how long each is good for, say who must hold them, add tickets in bulk, and verify what workers upload.
- Policies and Documents: publish, assign and see who has read themAdd a policy or a document, choose who must acknowledge it, publish a new version the right way, and track acknowledgments.
Data & Reports
11 articles- Getting data out: exports, the API and scheduled reportsThree ways to move records out of Fieldtec — a file when you need one, a report that emails itself, and a key another program uses to read your registers.
- Claims: the report, with photosEverything on a claim in one downloadable, time-stamped document, with a Yes/No on each photo for whether it goes in.
- Claims: editing and deleting timeline notesFix or remove a note on a claim's Timeline. The person who wrote it, or anyone with Claims set to Edit, can fix it; removing one needs Delete on Claims.
- Sorting a table by any columnClick a column heading to sort the table by it, and click again to flip the order.
Admin & Org Structure
13 articles- Documents, deleting records, and read-only accountsHow the Documents library is organised, what each record's Changelog shows, how a Company Admin deletes a record filed by mistake or closes the company, and what read-only means.
- How permissions workWho can see and do what: the position sets everyone's own side, an Admin's access is set on their own profile, and a Company Admin can switch a module off for everyone.
- Levels, positions and the Org ChartSet up your company's own levels, give each position one, and the Org Chart lays everyone out in those bands, top to bottom, grouped under the person they report to.
- Getting a worker signed inThe three ways to get someone into FieldTec from their worker page (login email, temporary password, reset email), what each is for, and what the worker sees.
Account & Billing
5 articles- Letting your FieldTec rep inHow a Company Admin lets their FieldTec rep in to help set up, chooses what the rep can touch, and removes them.
- How your subscription and billing workWhat Subscription and Billing each show, how the trial works, what each plan costs and what happens when you switch.
- Sign in with Microsoft or GoogleUse your work Microsoft account or your Google account instead of a FieldTec password, once your company has it switched on.
- Two-step loginA 6-digit code from your phone as well as your password. Required for Company Admins, optional for everyone else.
Notifications & Personal Tasks
7 articles- To do, Updates and My Action ItemsOne number for what's waiting on you — on the To do icon and your Overview — approvals on the admin side, and a separate, quiet list of everything the app has told you.
- Comments, and approving themWhere you can comment — action items, notices, policies and documents — why a worker's comment waits for an admin, how an Admin or Company Admin makes it visible, hides it or replies to it, and who is told.
- Notice Board: post a notice and see who has read itWrite a notice, send it to everyone or the crews it's for, make it required reading, schedule it, and track who has reviewed it.
- Action items: raising, working and closing themWhere action items come from, how to raise one by hand, how the owner closes it with an update, and how an admin signs it off, reopens or reminds.