Examples of a TrueContext Teamwork Multi-User Workflow

The TrueContext Teamwork TrueContext Teamwork is an Enterprise tier feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts. feature enables form designers to create forms intended for multi-user workflows. Mobile users can transfer incomplete forms directly to other users. They can also submit incomplete forms for other users to claim or supervisors to reassign. This topic includes different examples of how companies can use the TrueContext Teamwork feature as part of their workflow.

Available on the Enterprise tier only:

Job that requires multiple experts

Complex service tasks sometimes require different team members to perform different stages of work. For example, you might send a junior technician to a customer site to perform basic maintenance and assessment, and then hand over the work to someone with more advanced skills.

With the TrueContext Teamwork feature enabled on a form, the junior technician can submit the partially completed (“incomplete”) form. They can either transfer the form directly to an expert or leave the form unassigned. Any available expert can pick up (“claim”) an unassigned form, or a supervisor can reassign the form.

Job that spans multiple shifts

When a technician finishes only part of a job before their shift ends, they can make their incomplete form available to the next shift. A user on the second shift can also submit a partially completed form for someone on the third shift to complete.

Job that spans weeks or months

You can use the TrueContext Teamwork feature for longer-term monitoring of pre- and post-maintenance work. You might assign one technician to take a pre-maintenance reading, another to perform maintenance work, and another to take a follow-up reading. Your mobile workforce can transfer a single form as needed for each stage of the work.