Best practice for site-level issues on Locations (OOB?)

[Chaz_]

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!

[Skylar_Barth]

I think possibly looking at how special handling notes function.

Or a business rule that displays an info message.

[Tanushree Maiti]

Hi @Chaz_ 

You Can check the store app : Health and Safety Risk Management 

Key features

• Safety Risk Assessment:
  • Import hazards and controls from predefined jobs
  • Risk Matrixes
    
    
• Job Safety Analysis (JSA):
  • Job Safety Analysis steps
  • Import JSA job steps from the job register  
   
• Inspections and Audits:
  • Inspections and Audits using Surveys and Assessments
  • Inspection and Audit scheduling
  • Offline Inspections and Audit on the Mobile Agent app
  • Standards and documents list enabling standards or regulatory documents to be used as a reference for audit findings
  • Audit objectives workbench allowing audit planners to build the audit scope in one place including
    • Primary objectives
    • Citable audit criteria (regulations, standards or internal documents, IRM authority documents)
    • Items for review (documents, audit questionnaires, H&S records)
  • Audit results workbench gives you one place to review the actions, findings and observations from your audit, and compare them against previous audits
   
• Safety registers:
  • Log of hazardous materials used along with Safety Data Sheets (SDSs)
   
• Exposure Management:
  • Track and manage workers' exposure to workplace hazards
  • Bulk schedule actions to manage the exposures

• Permits to Work:
  • Enable workers to request permits from the Employee Center
  • Merge multiple work types into one permit
  • Assign pre-work and closure checklists to permitted workers

[Chaz_]

Thanks. Can this be used on the locaton table? We need the issue to be recorded against the location rather than the work order task.

[Skylar_Barth]

can you provide more details on your use case?