Job Packages and Reporting for Field Technicians
Walk on site with the job package, not a voicemail.
You get job details by phone, write findings on whatever is at hand, and hope the office can read your report when it finally arrives.
The main challenges
- Job details arriving by phone or text
- Handwritten findings nobody can read
- Required details missed without a checklist
- Correction loops by phone with no record
- Your work invisible once you hand it over
Their responsibilities
- Review the job package before travel
- Perform the inspection per scope and technique
- Record findings completely
- Submit the report and respond to returns
The fragmented workflow today
Scope in a voicemail, technique on a photocopy, findings on a notepad, retyped by someone else, eventually.
The NDT Pilot workflow
A portal: assigned jobs with full context, structured findings entry, draft saving, submission into review, and visible feedback when corrections are needed.
What they can see
- Assigned work with customer, site, asset, scope, and method details
- Today's schedule and priorities
- Your submitted reports and any reviewer corrections
- The approved technique behind the job
What they can do
- Review the job package before travel
- Record inspection date, location, result, and findings
- Save drafts and submit for review when complete
- See returned reports and required corrections
What information they receive
- Complete job context instead of fragments
- Clear correction feedback from reviewers
- Credit: your work is traceable to you
The value
The job package is complete before you leave, and your findings arrive exactly as you wrote them.
What comes next: See the Field Inspections module, then request a demonstration with your team.
Example scenario
A Level II opens the portal: today's assignment shows the vessel, the site access instructions, the method, and the technique revision. On site, findings go in as they occur; back at the truck, the report is submitted. Two days later the reviewer's correction, one missing indication orientation, appears with the report; it is fixed in a minute and resubmitted.
Implementation requirements
Technicians need an account and a short walkthrough; the portal is browser-based on any connected device.
The staged onboarding processSecurity and permission considerations
Technician accounts work within your tenant; drafts and review exchanges stay internal.
Frequently asked questions
See also the platform comparison or the other role solutions (7 roles covered).
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The walkthrough shows the exact views and actions described on this page, using synthetic data.
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