This guide will show you all the ways you can find a project on your iOS device. You can Search and Load a project by it's Display Lines, open a project from a link provided to you, or Filter your search results to show only the projects you want to see.
Table of Contents:
Search and Load a Project
This feature allows you to search and load a project instead of scrolling through your project list.
You cannot find projects that:
- Have been Archived.
- Are not Assigned or Shared with you (if you are a Field User).
You can find all other projects, even if they:
- Are not in your mobile view.
- Have been set to Complete or Closed.
How to Search and Load a Project
1. From the project list page, click on the Settings menu icon on the top left.
2. Tap on "Find More Projects".
3. Enter the name, address, or other text from the display lines in the search bar and click search.
4. Tap on the project and it will highlight blue. Then tap on "Load" and your project will open.
What permissions will you have?
- Admin users can edit any project they load including Closed state projects - they can edit the status of these projects as well.
- For field users, "Complete" state projects are editable, but "Closed" state projects are read-only.
- After completing the project and syncing, the found project will not display in the list.
- If you wish to edit the project again after completion, you will have to find and load it again.
Open a Project from a Link
If your administrator has configured assignment e-mails, you will receive a notification from SiteCapture in your e-mail inbox when a project is assigned to you.
How to Open a Project from an Assignment E-mail
1. From your mobile device, open the email using the Mail app and click "Open Assignment”.
2. The project will open in the app if it's not loaded yet you will see a prompt to download the project. Select "Yes" and the project will download.
3. When the project is finished downloading it will open and you can start filling it out.
Open a Project From a Link
You can also open projects from a link provided by your administrator. SiteCapture Admins should format the URL as follows:
https://app.sitecapture.com/mobile/redirect/<project_id>
So for a project with id 497713 the URL would be:
https://app.sitecapture.com/mobile/redirect/497713
When the user clicks on that link it will open the SiteCapture app and then open the project based on the id.
See this article on how to locate the Project ID: Find Project ID
Filtering and Sorting
1. To filter and/or sort work on mobile, press on the filter icon on the top right.
2. You can filter projects by Due Date, Status, Type, and Sort.
Due Date
Press on Due Date to filter by All Due Dates (including those without a due date), a due date of Today, a due date of This Week, or a due date with a specific Date Range. Make your selection and press Apply.
Status
Press on "Status" and you can filter by the project statuses. Press on the status and then press Apply.
Type
Press on "Type" and you can filter by the types. Press on Apply after selecting the type.
Sort
Press on "Sort" and you have the options to sort by Name, Oldest First, Newest First, Due Date, Priority, Status, and Distance if you are geocoding the projects. Press on "Apply" after making your selection.
3. After pressing "Apply" the filters selected will appear under the search bar and the filter icon will be blue. You can adjust the filter by pressing the button (date range, type, etc.) at the top, making a different selection and clicking "apply".
4. If you want to start a brand new filter, tap on "Clear" to reset everything.
5. If you are using the containers feature and have a parent container such as "Properties", you can turn on the "Group by Work List" feature to see these projects.
6. If you quit and restart the app, your Filters and Sort options will be saved.
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