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Tutorials

Field by Voölks – General Overview of the Platform

This video describes the general scope of the Field platform for data collection in the field from mobile devices. Field comprises two main modules: a web platform to create digital forms and an app to use these forms offline for data collection in the field.

Platform Scope

In this video, the scope of Field is detailed, a cloud solution designed to replace forms and templates used in fieldwork, such as inspections, certifications, and surveys. Field is based on the quick creation of forms, configuration of reports, task management, integration with other systems, and data visualization through a Dashboard.

Modules and Functions

This video quickly covers each of the modules and functions both on the web, where forms, users, etc., are managed, and in the mobile app.

Form Examples

How is an electronic and digital form generated with Field, and how does it appear in the app? In this video, we show some examples to make it easier to understand the relationship between the Field web and the Field app.

User Management

How do I register users in Field? Is it possible to import users from my company’s Active Directory? In this video, we show how to register users, assign them to teams, or grant them privileges to access certain functionalities.

Departments and Sites

How are the forms and data collected with Field organized? Is it possible to use Field in more than one company or region that belongs to the same economic group? In this video, we show how to manage Sites, departments, and administrators associated with these sites.

Field Service App

How are data entered into the forms? Can they be entered from the web? Is there any emulator to enter data from the computer as if it were from the mobile? In this video, we explain how the Field Service App from Voölks works.

Integrations

Is it possible to display data in the Field app from spreadsheets saved in the cloud, like Google Drive or similar services? Can I integrate Field with other systems and make it work offline as if it were connected to the internet? In this video, we show how this can be done, and if you register with Field, you can see it in action.

Report Configuration

Is it possible to generate attractive reports with Field, highlighting photos, maps, data grids, and incorporating the company logo? In this video, we show how to configure reports in Field, including logos, footers, graphs, maps, and photos.

Field Service App

How are data entered into the forms? Can they be entered from the web? Is there any emulator to enter data from the computer as if it were from the mobile? In this video, we explain how the Field Service App from Voölks works.

Integrations

Is it possible to display data in the Field app from spreadsheets saved in the cloud, like Google Drive or similar services? Can I integrate Field with other systems and make it work offline as if it were connected to the internet? In this video, we show how this can be done, and if you register with Field, you can see it in action.

Report Configuration

Is it possible to generate attractive reports with Field, highlighting photos, maps, data grids, and incorporating the company logo? In this video, we show how to configure reports in Field, including logos, footers, graphs, maps, and photos.

Automatic Email

Sending Is it possible to automate email sending from Field when forms are uploaded? Can I have different recipients depending on a value taken from the form? Is it possible to show a list of email addresses for the operator to choose one or more recipients? In this video, we will see how to configure all these options.

Report Validation

Is it possible to validate reports generated in Field before being sent to management? Is it possible to automate this process? In this video, we show how to configure the Report Validator, which has proven to be extremely useful for Supervisors who want to validate field data before circulating them within the company or with their clients.

Data Visualization

How can data be viewed in Field? Can I export them to another system or download them to an Excel spreadsheet for analysis? Does Field have the capability to process data on a Dashboard? In this video, we show how all this can be done very easily.

Workflow with Dashboard

This video shows the process of creating and visualizing Workflows in Field. The video starts from an already created form where different validation instances are added. It continues with the visualization of the Workflow from mobile devices and culminates with the creation of a Dashboard.

Workflow with Form Creation

This video shows the process of creating and visualizing Workflows in Field. The video starts from the creation of a form where different validation instances typical of a Workflow are added. It continues with the visualization of the Workflow on three mobile devices, clearly showing how notifications are received as the different Workflow stages are completed.