Skip to main content

Field team path

Short Academy path for people who work in the Chekku mobile app.

Video coming soon

Field team path

id: academy-path-field-team · ~2–4 min

Record this lesson video, then set src on <LessonVideo id="academy-path-field-team" />.
Visit detail
Store openingCompleted
Map
Forms
Photos

Audience: Field

You do not need Form Builder. Focus on capturing clean visits and forms on the phone.

Lessons (in order)

  1. Web for the office, mobile for the field — know what the office configures for you
  2. Mobile for field teams
  3. Visits day-to-day
  4. Filling forms on mobile
  5. Photos and signatures — how evidence fields behave
  6. GPS with visits — location is on the visit, not a form field

Daily habits

  • Open the agenda before leaving.
  • Complete required form questions before closing the visit.
  • If you worked offline, stay online long enough to sync, then confirm with your supervisor.