Overview of Saving Records
Fulcrum allows users to create and save records for various purposes, such as inspections or data collection. However, certain fields may be required to save a record, and in some cases, a project must be selected. Understanding these requirements is key to using the app efficiently.
Platform Functionalities: Mobile vs. Web App
The ability to save records varies depending on the platform you are using:
Mobile App
On the Fulcrum mobile app, you can create records and save them as drafts without completing all required fields. This feature is particularly useful for preparing inspections or other tasks before arriving on-site.
Pro Tip: To prepare an inspection, create a draft record on the mobile app. Once on-site, open the draft, fill in the required fields, and save or sync the record.
This flexibility makes the mobile app ideal for prework or situations where all information is not immediately available.
Web App
In contrast, the Fulcrum web app requires all required fields to be completed before a record can be saved. This means you cannot save drafts with incomplete information on the web app. For tasks requiring drafts or prework, it is recommended to use the mobile app.
Resolving Project Selection Issues
Some apps in Fulcrum, such as the "Company Details Setup" app, have Data Events that require a project to be selected before a record can be saved.
If your user role does not have access to any projects, the project field will not appear, and you will be blocked from saving the record.
Steps to Resolve Saving Blockers
Contact an Owner: Reach out to an account Owner or an admin with the appropriate permissions.
Request Project Access: Request to be added to the relevant projects.
Sync/Refresh: Once you are assigned to a project, refresh the web app or sync the mobile app.
Select the Project: The project field will now be visible.
Save: Select the project and save the record.
Where to See Project Selection
Open the record in the "Company Details Setup" app.
Use the left-side panel to locate the project selection under the "Projects" section.
If no projects appear in the dropdown, ensure your account has been added to a project by an owner or admin.
Role-Based Permissions
User roles and permissions play a significant role in accessing certain features in Fulcrum, such as project selection. If you encounter issues with saving records or accessing required fields, verify your permissions and consult with an account owner or admin to resolve any access limitations.
Conclusion
By understanding the differences between the mobile and web app functionalities, addressing project selection requirements, and ensuring proper permissions, you can effectively save records in Fulcrum. Use the mobile app for flexibility with drafts and prework, and consult with your admin team for any role-based access issues.