Projects

The Projects tile tracks field projects from kickoff through completion — inspection areas, concerns/issues, a compliance checklist, work orders, and required role assignments — with an org-wide activity feed so nothing gets missed.

TIP

Projects requires per-user access. Admins see every project in the organization; everyone else only sees projects they're added to as a Full Access or Limited Access member. If you need access, use the Request Access tile.

Project list

The list shows every project you have access to, with at-a-glance status:

• Status badge (Active, On Hold, Completed, Cancelled)
• Overdue badge when a checklist item or work order is past due
• ● N Concerns badge when there are open concerns
• Linked Work Order (WO) and Purchase Order (PO) numbers

Use the Filter by Status dropdown to narrow the list. Admins can create a new project with + New Project.

Project detail

Opening a project shows:

Recent Activity

A feed of everything that's happened on this project — concerns raised or resolved, documents linked, checklist uploads, and work order changes.

Inspection Areas

Project-specific inspection points that members can submit checks against, similar to Equipment Inspections but scoped to this project.

Concerns

Anyone with access — Full or Limited — can raise a concern:

1. Tap + Raise a Concern
2. Give it a title and description
3. Submit

Concerns move through Open → In Progress → Resolved. Only Admins can change a concern's status or assign follow-up actions to a user. Raised and resolved concerns appear in the project's Recent Activity and in the My Updates panel for members with access.

Compliance Checklist

A per-project checklist of required items. Each item can require:

• A file upload — Limited Access members can view and remove files they uploaded themselves; only Full Access members and Admins can remove any file
• Competencies — role assignments (Project Coordinator, GD Supervisor, Service Provider Supervisor, Locator, Equipment Operator) that are validated against each assignee's training record in Onboarding. A checklist item gated on Competencies can't be marked complete until every assigned person has a valid, unexpired certification for their role

Only Full Access members and Admins can upload checklist documents; Limited Access members can view checklist status but not add files unless the item allows it.

Work Orders

A project can have one or more Work Orders, each identified by an 8-digit WO number with its own description. Work Order numbers must be unique within a project.

Membership

Admins manage who has Full Access or Limited Access to a project from the project detail screen. See the permission differences in Roles & Permissions.

A project can also grant access to a member of a linked Partner Organization — they get the same permissions as any other member, scoped to that one project.

Recent Project Activity (org-wide feed)

Below the project list, the Recent Project Activity panel shows a combined feed of activity across every project you can see — checks, concerns raised/resolved, documents linked, and checklist uploads.

• Anything you haven't seen yet is shown first, unpaginated
• Everything else defaults to the 5 most recent items, with Previous / Next to page through older activity
• The badge next to the panel title only counts activity from the last 2 weeks — it's a "what's recent" signal, not a total. Older activity is still there and reachable via Previous/Next, it just isn't counted in the badge

Admin: Docs tab

Admins have a second Docs tab alongside Projects, for managing documents linked across all projects in one place rather than per-project.