⚠️ This feature is in beta while we gather feedback. To use it, ensure your Onetrace mobile app is on version 12.5. If you need more information, contact our support team.
Refine which solutions are available within a project from your global library. Since different projects and work types require specific setups, managing these within the project setup helps you work more effectively.
Increase operative efficiency: defining solutions proactively reduces the time operatives spend looking for the correct one.
Reduce mistakes and data entry: prevent operatives from selecting the wrong solution for the specific project.
💡 Before proceeding, ensure you’ve added Solutions to your Library and a Solution field to the necessary forms.
Add a Solution to a project
How to add a Solution to a Project:
Navigate to Projects from the sidebar.
Select the project you want to add solutions to.
Click on Project setup in the top-right corner of your screen.
Select Solutions from the dropdown.
Click the Select from library button. If you need to create a new solution, click Go to library to build it there first.
A modal will appear with your active solutions. If a solution is missing, check the library to ensure it hasn't been archived.
Once added, the solution is immediately available to operatives in the mobile app.
Manage Solutions in a Project
How to manage solutions in a project:
To manage existing solutions, click the three dots next to a solution name within Project setup. From here, you can:
View the attached file
Download the file
Remove the solution from the project
💡 Removing a solution from a project won’t remove it from any job sheets where it has been attached previously, ensuring your record of work remains accurate.