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!

[Chaz_]

SHN does work well, the only issue is that it doesn't seem to return the SHN description, and you can only push a static message. It has helped with our design though so thanks. If you know of a easy way to push the note description and it is native that would be good.