Achieve traceability and accountability in the field
Maintain an unbroken audit trail across your service operations
With rising demand comes a race for faster and more efficient field service. But as productivity rises, so does the need for visibility into every job – from start to finish.
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Improve performance and compliance with traceability built into your technician workflows.
To stay competitive, organizations need to stay on top of all field activity, whether to plan resources, ensure safety, or manage risk effectively. Having real-time insight into what job is being done, where, when, and by whom also allows them to assign accountability and mitigate operational hazards.
How TrueContext streamlines audits for global field operations
Challenge
Enterprises are tasked with keeping tabs on field activity for a number of reasons, including performance, safety, and customer satisfaction. Many do this by keeping audit trails on paper and disjointed online systems.
This approach can cost significant resources to organize, manage, and leverage if and when needed. It also opens information gaps within the business, and may result in otherwise preventable regulatory risk,
Solution
With advanced data capture capabilities, traceability is baked right into TrueContext workflows. This means that any form submitted through the platform maintains records beyond the minimum information required to complete a job. Data may include timestamps and geolocation information to ensure digital reports match actual field activity.
Additionally, forms are attached to every user who submits, changes, or approves them, so the audit trail never goes cold. Your organization has end-to-end visibility – never losing track of vital operational data. Audit-ready records can be sent to data destinations through system integrations or exported as output documents.
Take a complete picture of technician activity
Collect geolocation data and render it as a street address. This data is crucial when you need to keep an audit trail of the locations where technicians complete and submit forms. Your workflow can automatically collect the geolocation, or users can select a location to answer a question.
Know everything about your forms
Form Submission versions are records of all changes users make to a single form. Any technician who submits a form, any supervisor who approves or edits it – everything is logged on TrueContext. The feature provides leadership a way to follow the journey a form takes throughout the organization and assign accountability across their field teams.
Never lose image metadata
Images taken and sketches drawn in the field can be stamped with additional data such as when and where they were created. This feature provides additional context to the media and ensures that metadata is not lost.
Integrated organizational data
Out-of-the-box (Intelex, ServiceNow, etc.) and REST API integrations make it easy to share information across your field operations. Data captured into TrueContext can be automatically generated into audit reports or stored in large data sets like Salesforce big objects.
Keep your field service records accurate – and safe
TrueContext was designed with data safety and compliance in mind. Make sure that your field service data is not only audit-friendly but also secure from excessive downtime, breaches, and outright loss with a platform certified by HIPAA, SOC 2, and the FDA.
Maintain full visibility across your field operations
Book a 15-minute chat to learn how you can make TrueContext work for you.