Best practice for site-level issues on Locations (OOB?)
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2 hours ago
Hi all,
I’m trying to understand the best way (ideally OOB) to manage site-level issues/notifications in FSM.
Use case:
Field engineers need to see important site conditions (e.g. H&S risks, asbestos, barriers) whenever they attend a location, on both desktop and mobile.
Requirements:
Notifications tied to the Location (not individual tasks)
Visible whenever a Work Order/WOT is created for that site (e.g. banner or related list)
Ability to mark conditions as resolved
Maintain a history/audit of all conditions
Questions:
Is there anything OOB that supports this?
If not, what’s the lowest tech-debt approach — add a related table to Location? Or use/add fields on location?
Any considerations for Mobile?
From what I can see, Location doesn’t natively support this, but keen to hear if others have come across this or the best way to implement.
Thanks!
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an hour ago
I think possibly looking at how special handling notes function.
Or a business rule that displays an info message.
