Learn what site survey workflow automation means and how SiteSurvey now uses projects, spaces, forms and survey progress to structure field work.
Site survey workflow automation is the use of rules to move work between people or stages automatically. It commonly includes task routing, conditional approvals and automatic assignments after a survey is submitted.
SiteSurvey is now focused on a more direct spatial survey method rather than a configurable workflow automation module. Teams organise work by project and space, attach the relevant products and forms, capture information on mobile, and monitor survey progress from the project overview.
This keeps the emphasis on collecting complete, location-specific survey information without requiring administrators to build and maintain complex automation rules.