Working from the Field

Scanning a QR code on a location or asset is the fastest way to access work orders, checklists, and schedules without navigating menus. Most phones scan with the built-in camera app—no CalmCompliance app required. If your organization has disabled public scanning, you will see Sign In Required and can tap Sign In to access the item after authenticating.

Scan a QR code

Use your phone camera or the in-app scanner.

Phone camera (recommended)

1. Open your phone's camera app.

2. Point the camera at the QR code on the location or asset label.

3. Tap the notification that appears (iPhone: yellow banner; Android: popup with link).

4. Your browser opens the operations view for that location or asset.

In-app scanner

1. Open CalmCompliance and navigate to your organization and site.

2. Tap the QR Scanner icon.

3. Point the camera at the QR code to scan it automatically.

Use the in-app scanner when you are scanning multiple codes in a row; you stay within CalmCompliance.

Operations view after scanning a location

When you scan a location QR code, the browser opens the Operations page for that location. The page lists everything linked to the location:

• In Progress — work orders currently assigned to people or groups.

• Planned — upcoming work orders generated from schedules. These have a Start Work action.

• Available Checklists — checklist templates you can use to create a work order on the spot.

• Ad hoc schedules — on-demand schedules linked to the location.

If there is nothing linked, the page shows No Operations Available with the message: There are no active work orders, checklists, or ad hoc schedules linked to this location.

Operations view after scanning an asset

Scanning an asset QR code opens a similar operations view. The page shows in-progress work orders, planned work orders, and available checklists linked to that asset.

From the asset operations view, tap Back to Asset to return to the asset record.

If there is nothing linked, the page shows No Operations Available with the message: There are no active work orders, checklists, or ad hoc schedules linked to this asset.

Start or create work from a scanned item

The operations view lets you act immediately without navigating to the main Operations menu.

Start planned work

1. Scan the location or asset QR code.

2. Under Planned, find the work order you want to begin.

3. Tap Start Work to open the work order run view.

Create a work order from a checklist

1. Scan the location or asset QR code.

2. Under Available Checklists, tap the checklist you want to use.

3. Tap the option to create a work order. When successful, you will see a confirmation that the work order was created.

Create from an ad hoc schedule

If the location or asset has ad hoc schedules linked, tap the schedule to create a work order from it.

View work order history and schedule summary

Asset work order history

1. Go to Premises > Assets and open the asset.

2. Scroll to the Work Order History section.

3. View completed and in-progress work orders linked to this asset.

Work orders created in Operations that target this asset (or its asset model) appear here. Click a work order to see details.

Schedule work order history

1. Go to Operations > Planned Work and open the schedule.

2. On the schedule detail page, locate the Work Order History card.

3. View the work orders generated from that schedule.

Schedule summary from a QR scan

Scanning a planned work schedule QR code opens a summary showing the schedule status, assignment, and other key details. If the schedule is inactive, the page shows the inactive state instead.

Who can do what

Operations module roles determine what you can do from the field:

• Operations Member — view work orders, start assigned work, start unassigned work (if allowed), resolve work orders, view checklists, and add comments.

• Operations Manager — everything Member can do, plus create work orders, create and edit schedules, create and edit checklists, view all comments, and manage categories.

• Operations Admin — full control, including deleting items and managing permissions.

Site administrators assign these roles in Settings > User Management.

Common issues