Build a Process

You now have a basic, functional Project with a defined Task and Task Fields to capture data.

From here, you can add all the Sites and Locations encompassed by your Project so the Task can be carried out and tracked against them.

Adding Sites and Locations

While it may be ideal to populate all your Sites and Locations up front (before the work starts), sometimes that information is not available and must be discovered and recorded as work progresses.

This is easy to do in Deploy by allowing the survey or installation team to add Sites and Locations as they go.

Adding More Tasks

In this tutorial, we added a single Task (Survey IDFs), but many projects are more involved than that.

For example, your team may need to perform an initial survey of each IDF, but then return to replace equipment.

In this case, you would want to create a second Task (i.e., Install Switch) with some new Task Fields and Photo Policies which would capture the data from the install process.

Adding Team Members

Granting others users access to your Project is easy and is covered in the Team Members page.