Katapult Pro Mobile Assessments
Updated: Nov 14
Configuring New Assessments
Mobile Assessments are custom field tools that allow users to configure custom field forms and workflows based on their clients' needs. We recommend using Assessments for the following use cases:
basic OSP workflows where limited information and photos are needed
make ready or other advanced workflows where field staff are inexperienced or could use additional guidance
pole assessment workflows such as asset inventories, pole inspections, joint use audits, and field verification
Users can start creating Mobile Assessments by navigating to "Mobile Assessment" in the sidebar navigation menu in the Model Editor. Assessments steps have various types. Common step types include verifying attribute data, collecting photo data, and confirming node locations. You can also set a step to prompt users to take multiple photos, which allows fielders to take photos in a less structured order, which can be useful when dealing with poor lighting or other field conditions.
Users can also use Step Actions that will change which step appears next depending on the action taken from field technicians. This, along with the ability to add and reorder steps, puts infinite configurability into project managers' hands. Multiple Assessments can be created for different scopes of work, and can be used to provide structure for newer field teams while still enabling them to collect great data.
Using Mobile Assessments
From the field, crews can pull up any Assessments that have been configured from their toolset and select a node to assess or create a new location.
Here in the example above, we are selecting an existing node with source data that was uploaded previously to the map.
Once a node has been selected, the fielder will be walked through each step of the Assessment workflow.
Attribute data, when available, can be added to the map beforehand to speed up verification and minimize data entry from the field.
For more advanced users, utilizing scroll view can minimize the number of taps and provide flexibility within an assessment. You can see above how scroll view condenses the assessment steps onto a single, scrollable page.
The photo prompts place time buckets on each location to automatically associate photos to locations, but can also be used to auto-classify each photo to speed up back-office processing. When the Assessment is completed, a closing time bucket will also be placed to catch any miscellaneous photos that may have been taken during the Assessment. These time buckets also identify the user that assessed each location, which can be helpful for transparency and providing helpful feedback to the appropriate technician.
Thanks for reading! You can read more about Mobile Assessments in our Mobile Assessments User Manual. To learn more about Mobile Assessments, contact us at email@example.com.