Shine a spotlight on your fielders’ hard work—showcase their quality, boost team morale, and spark pride in every effort.
The Fielder Quality Dashboard will reveal how many poles were fielded, how many pickups were needed, and a glimpse at best practice for picture quality. We’ll show you how to turn it on.
Generally, you’ll spend most of your time on the Project Management page for setup. You’ll turn on the feature (in Company Options), define the source data (in Action Tracking), and control the formatting of this data (in Dashboards). Default Action Tracking and Dashboards will be used to streamline the setup. (These can be customized if needed.) On the Home page is where you’ll add the widget for use.
Navigate to the Project Management page and open the “Company Options” section under the “Admin” dropdown menu. Under “Experimental Features,” toggle on the “Fielder Quality Dashboard Widget” feature (see screenshot below).
This will make the Field Dashboard widget available on the Home page for your entire company.
Next, open the “Action Tracking” section under the “Reporting” dropdown. At the top of your screen, you’ll see the option to “Import Fielder Quality Dashboards Config.”
Click this button to import the associated fielder quality actions and dashboard configurations. (The dashboard configuration will appear in the “Dashboards” section, which we will be visiting later.)
After importing the set of actions, configure these to your specific workflow by selecting the action set and choosing the job model you wish to use these actions with (see below screenshot).
Unsure what job model to use? Check the job model being used in the jobs where you want to monitor the quality of fielding.
Important: These actions are pre-configured to the standard “Field Completed” and “Pickup Required” attributes.
If you wish to use different attributes, you can configure that within the action options (reference above screenshot). Actions can always be backfilled as far as the selected attribute’s tracked attribute history goes.
The imported fielder quality dashboards are fully set up out-of-the-box. Nothing needs to be changed with these dashboards to make the Fielder Quality Widget function as expected.
However, if you want to customize the configuration for the dashboards that were imported, you can do this from the “Dashboards” section under the “Reporting” dropdown. The imported dashboards are “Fielder Quality Dashboard - Data Collection” and “Fielder Quality Dashboard - Pickups.” You might decide to split rows differently, edit the custom logic for filtering items, or change the column names and the configuration for what value will fill the cell.
If you do make changes, make sure you click the “Bulk Update” blue button towards the top of the page to make sure these changes are reflected in the widget.
To enable the fielder quality dashboard widget, go to the Home page, open up the widget tray (by clicking the icon of sliders at the top of your screen: 
) and add the Fielder Quality Dashboard widget.
Once enabled, the widget will populate a row for every user who records a Data Collection action in the given timeframe. To navigate to alternate weeks, use the week chooser at the top of the widget.
The imported dashboards - “Fielder Quality Dashboard - Data Collection” and “Fielder Quality Dashboard - Pickups” - are automatically connected to this widget and feed its information. These dashboards also pull data from the “Fielder Quality Dashboard Actions” action tracking. While you can edit the configurations for these dashboards and action tracking, don’t change the name so that the necessary connections between the action tracking, dashboards, and widget are maintained.
Now that the actions are configured for your company, anytime a user records a Field Completed or Pickup Required attribute, it will automatically record the associated action.
The above GIF demonstrates the “Data Collection” action automatically placed on poles in real-time as the fielder clicks “Mark Done.” The left screen is the mobile device used in the field, and the right screen displays the view in the back-office (notice the “Data Collection” action found under the “Action Tracking” when the pole is opened). Learn more about our advanced action options here.
This tool is only as good as the insights gained from the data.
We would highly recommend using this data to inform your field teams on how to improve their data quality. You may even incentivize good data practices by offering bonuses for excellent quality scores!
If you want to learn more about the Katapult Pro mechanisms to provide this feedback, read about our feedback features or schedule a time to meet with our training team.