Glossary of Terms

Below is a list of terms and definitions that we use at SiteCapture.

SiteCapture Term	Explanation
Activity Log Similar words: Work Log, User Log	This feature allows you to export a csv file that contains a user's activity by date range. Some examples of activities are assigning, changing status, adding documents, adding tags, archiving, etc. Related Articles: Viewing the Activity Log Exporting the Activity Log
Advanced Search Similar words: Saved View, Custom View, Saved Search	Advanced Search allows users to select unique criteria to organize work into a Saved View. For example, a user may search for all past due work and create a view so they can easily manage past due work from a Saved View link in their portal. Related Articles: Advanced Search
Archive Similar words: Remove, Old Work, Historical Record	Archiving a project will remove it from the project list page. You can only access archived projects by searching for it under Advanced Search or by saving a View that includes your archived projects. Once a project is reviewed and completed, we recommend archiving it. Archiving does not mean deleting. Archives can be added back to the project list by Portal Admins. Related Articles: Archiving Work
Basic Admin Similar words: Vendor Admin, Contractor Admin, Third party company admin	This is the admin user for the vendors set up in SiteCapture. This user can manage work assigned to them and create vendor field users.  Related Articles: Adding and Connecting Vendors
Batch Reports Similar words: Batch PDF, Bulk Download, Bulk Review, Bulk Reports	This is an admin feature that allows an export of multiple reports. Related Articles: Batch Reports
Container Similar words: Properties, Parent/Child, Projects	A container is a property or project record that can contain different types of work. For example, you may have a property record and create various types of work that are contained within that property record. Portal Admins can customize the container and containee work templates so that information from the container copies down to the contained work. Related Articles: Creating a Property and New Work
Customer Similar words: Client, Owner	A customer is a type of user who can view a project assigned to them but cannot edit it. They can also view customer reports if you share the project with them. Related Articles: User Roles and Permissions Setting Customers
Dashboard Similar words: Project Overview, Homepage, Work Overview	The Dashboard is an overview of your web portal. It displays favorite and top views, recent activity, company and contact information, usage regarding active users and templates, and gives you access to the search feature. Related Articles: Dashboard
Display Lines Similar words: Display Fields, Project Overview	Display lines are fields that can be selected in template settings to be shown at the top of every project/work order created from that template. A template can have up to 5 display fields. Related Articles: Display Lines
Export Similar words: Download	The export is a feature that allows you to compile data from completed projects via the advanced search feature. The data can be exported into a csv (excel) file format. Related Articles: Exporting Data
Favorite View  Similar words: Star, Top Views, Important Views, Most Used Views	Frequently used views can be selected as favorite views by clicking the star next to the view name. Views selected as favorites will display at the top of the views list.
Field Similar words: Question, Type of Question	A field is a question or other type of data collection in your work order. Fields are created, customized and managed in templates. Related Articles: Field Types Adding & Editing Fields
Field Key	Field keys are associated to each field in a template and can be customized or will be automatically generated when you create a new field in the Template Editor. Each field key must be unique within a template so we recommend that you leave the field key blank so that our system auto generates one for you. Related Articles: Field Keys
Field User Similar words: Field Worker, Mobile App User	Field users are the users who are completing work in the field on the SiteCapture mobile app. Portal Admins can limit what features are available to field users. Related Articles: Adding Users & Roles User Roles & Permissions
Import Similar words: Upload	The import function imports data from a .csv file into the SiteCapture portal. Data is imported into a template format set up in the portal. Once imported, data is converted into work orders or projects using that template format. Related Articles: Importing Data
Manager Similar words: Limited Admin, Supervisor	Manager users can create and assign work, as well as create field and customer users. Managers cannot edit SiteCapture settings or templates. Managers can see all work created in the portal unless they are restricted to only viewing by type. Managers can always see all work of any type that they have permission to view. Related Articles: Setting a Manager User Roles & Permissions
Mobile App Similar words: Mobile, Field App, Software	This is where you log in to SiteCapture via your mobile device. You will need to download the SiteCapture mobile app from iTunes (iOS devices) or the Google Play store if you have Android. Field users and users will use the mobile app to complete their work. SiteCapture recommends that portal admins do not log in on mobile as a portal admin. Related Articles: iOS Guide Android Guide
Microsite Similar words: Site, Account, Portal	All of your company's projects, users and information within SiteCapture is contained within a customized 'Website' we refer to as a microsite. This is what you are accessing when logging into SiteCapture on your computer's browser.
Portal Admin Similar words: Admin, Administrator	The Portal Admin is the main administrator for your company's version of SiteCapture and has access to all features. We recommend that Portal Admins only log in using the web app only and that you only have one or two portal admins. Related Articles: User Roles & Permissions Portal Admin Guide
Project Similar words: Work Order, Inspection, Work, Property, Daily job report, Maintenance, Turns, Tasks	A project is the generic term for work created in SiteCapture. Related Articles: Creating New Work
Refresh Configuration Similar words: Refresh, Update Mobile Settings	Refresh configuration is used in the mobile app on iOS devices to implement updates from the web app. These may include changes to templates or settings. All mobile app users must hit refresh configuration to see any new changes.   Related Articles: iOS Settings: Version of SiteCapture & Refresh Configuration
Report Similar words: PDF, Work Summary, Summary	The report is generated after you have completed your work order/inspection. This shows you all of your data and photos in various report (pdf) formats. Related Articles: Web App: Generating Reports iOS: Generating Reports Android: Generating Reports
Required Field Similar words: Required Question, Mandatory Field	These fields must be filled out in order to "Complete" your work. If they are not filled in, you will not be able to mark a project “Complete".  Related Articles: Web App: Required Fields iOS: Required Fields Android: Required Fields
Section Similar words: Category, Segment of Work	A template is divided into sections and in each section are fields. Related Articles: Adding Sections to Templates
Services Similar words: Service Fees, Maintenance, Repair	This feature is used if you have Vendors and want to add the services that each vendor provides. You can add services to templates which can include fixed rates and variable rates. Related Articles: Managing Services Adding Service Line Items in your Template Adding Services to Dynamic Line Item Field Groups
Status Similar words: Progress	The status relates to the project/work order and state of the work. The portal admin will set the various statuses of the project and the field worker will change the status when they start working on the project. Examples of statuses are "New", "In Progress", "Complete". Related Articles: Web App: Statuses & Workflow States iOS: Changing a Project's Status Android: Changing a Project's Status
Sync Similar words: Save Work, Transmit Work, Upload Work, Send work	Syncing happens when using the mobile app to fill out your work orders. Syncing means saving the data/photos to the web app. Related Articles: iOS: How to Sync Android: How to Sync
Template Similar words: Form, Work Order layout	This is the tool that is used to customize your work orders. From the template editor, portal admins can manage sections, fields and what information is gathered in the field. Related Articles: Creating Templates Managing Templates Guide
Type Similar words: Tab, Category, Work Type	Types are created by portal admins and used to organize different work. Types can contain multiple templates (forms) from which work can be created. When creating work, users first select the type of work and then template. Related Articles: Creating New Types
User   Similar words: Account, Login	A user is similar to the field user but has limited features. Related Articles: User Roles & Permissions Create a Field User Managing Users
Vendor Similar words: Third party company, Contractor	A vendor is a 3rd party company who can be assigned work in SiteCapture. Vendors must be added the your SiteCapture portal by a portal admin. Related Articles: Adding and Connecting Vendors
View Similar words: Saved Search, Search, Group of Work	A view is created by performing an advanced search using unique criteria and then saving it as a view. Users can navigate and manage their work using their saved view. Related Articles: Advanced Search: Creating, Deleting, & Refreshing Views
Web App Similar words: Portal, Website	The web app is the customized SiteCapture website that is accessed from a PC. From the web app portal admins can manage work, users, templates and settings. Your mobile synced data will be saved to the web app. Related Articles: Web App: Creating New Work
Work Order Similar words: Work, Inspection, Project, Maintenance	Work order is a generic term for work created in SiteCapture. Related Articles: iOS: Creating Projects Android: Creating Projects