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Field admin
Field notes and handover flow for an inspection team
Site notes, photos, and next actions were gathered in one cleaner flow so the office stopped chasing incomplete job information.
A practical handover process that made it easier for site teams to pass complete job details back to the office.
The problem
After site visits, notes and photos were coming back in different formats, which meant the office kept chasing missing information before reports could move forward.
What changed
I created a simple handover flow for site notes, photos, and follow-up actions so each job came back in a more consistent format.
Why it mattered
The team spent less time piecing jobs together afterwards and had a smoother path from site visit to office follow-up.