Moving a Job Through the Data Collection Workflow
This guide walks you through moving a single job from creation all the way to delivery using the default data collection workflow — the set of job statuses you advance from the Overview page.
What Is This?
Every job in a data collection workflow has a status that tells your whole team where the job is in its lifecycle: still being set up, out for field collection, back in the office for processing, ready to hand off, or finished. You move a job from one status to the next by pressing the action button for that step. The buttons that appear change depending on the job's current status, so you'll always see the next valid move and nothing else.
In the default data collection workflow, a job travels through five statuses:
- Job Creation — the job is being set up and predesigned.
- Data Collection — the job is out with the field crew.
- In Office Processing — data is back in the office for QC, review, and any recollection.
- Delivery — the job is finished and the delivery packet is being reviewed.
- Complete — the job is delivered and closed out.
When Would I Use It?
Use this workflow any time you're running a standard data collection job and want its progress visible to your team at a glance. Advancing the status as you go keeps the Overview page accurate, lets reviewers know when a job is ready for them, and flags when a job needs to go back out for recollection.
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Step 1 — Create the Job in the Correct Workflow
From the Overview page, create a new job and make sure you select the correct workflow for the work you're doing. The workflow you choose determines the statuses and action buttons the job will have, so picking the right one up front saves you from re-creating the job later.
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Step 2 — Open Job Settings and Start Required Attributes
Open the job, then select the job settings gear in the top left of the page. Press the orange "Required Attributes" button to open the required attributes form.
In the form, enter the Job Name and the name of the primary field team member who will be performing the data collection. When both are filled in, press "Required Attributes" to save them to the job.
Step 3 — Predesign the Job, Then Move It to Data Collection
Predesign the job so your field crew has a clear map to work from. Draw in pole locations and references, and add any other map detail that will help the crew in the field — notes, map styles, flags for spots that need extra confirmation. (For predesign tips, see the Pre-Design Manual.)
Once the predesign is complete, press "Ready for Data Collection." This moves the job from Job Creation to Data Collection.
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Step 4 — Deploy the Crew, Then Mark Data Collection Complete
Deploy your field crew to collect data at the poles. (For the field process itself — equipment, sync shots, and photo documentation — see the Field And Upload Manual.)
After the field team has collected all the data, press "Data Collection Complete." This moves the job from Data Collection to In Office Processing.
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Step 5 — Process the Data, Run QC, and Handle Any Recollection
In Office Processing is where the raw data your crew collected gets turned into finished, deliverable data — the stage we often call extraction. This is where the bulk of the office work happens:
- Classify and calibrate photos — classify and calibrate the field photos so their measurements and data can be pulled onto your map. See the Classifying, Calibrating, & Marking Up Photos Manual.
- Prep the job with Office Tools — associate the photos to their locations, then scrape their data onto your poles. See the Office Tools & Job Prep Manual.
- Annotate and cable trace — mark up attachment heights and carry their connections through the job using the Cable Tracing View. See the Annotations & Cable Tracing Manual.
Alongside this work, a reviewer can run QC and/or visually inspect the job.
If the reviewer finds that something needs to be re-collected in the field, press the "Re-collection Required" button. This checks an attribute indicating that recollection is required, which then surfaces on the App Overview page so the whole team can see the job needs another trip to the field.
When the recollection has been completed, press "Mark Re-collection Complete." You can repeat this recollection cycle as many times as needed until the job is clean.
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Step 6 — Mark the Job Ready to Deliver
Once the job is completely finished and has passed review, press "Ready to Deliver." This moves the job to the Delivery status, where it can be reviewed for the final delivery packet.
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Step 7 — Mark the Job as Delivered
After the delivery packet is reviewed and handed off, press "Job Delivered." This moves the job to the Complete status and filters it out of the current list on the Overview page, keeping your active list focused on jobs still in progress.
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Seeing Completed and Canceled Jobs
Completed jobs (and canceled jobs) drop off the Overview list by default so your active work stays front and center. When you need to find one again, enable the filter on the Overview page to show completed and canceled jobs.
Good to Know
- The buttons change with the status. You'll only ever see the action buttons that are valid for the job's current status, so the next move is always the one in front of you.
- Recollection can repeat. The recollection step is a loop, not a one-time action — cycle through it as many times as a job needs before moving on.
- Required attributes come first. Setting the Job Name and primary field team member early keeps the Overview readable for everyone tracking the work.
- This is the default workflow. Your company's workflow can be configured to use different statuses, button labels, or steps.