Field Operations Workflow

Category: Field Operations | Last Updated: February 27, 2026 | Author: May (draft — pending Brian review)

Board: Active Jobs (5765387029) — Groups: Field Jobs, Need to Set Pins, Field Review

This SOP covers workflow and board tracking. For equipment procedures, see Equipment Maintenance & Care. For on-site technical procedures, see Field Survey Procedures.

Triggers

Field work begins when an item on Active Jobs board is:

Group: Field Jobs or Need to Set Pins
Status: Field or Set Pins
Field Assigned: crew member set
Field Date: timeline set (includes scheduled date)

Step 1: Crew Receives Assignment

Party chief reviews job in Monday.com:
- Job type and scope (Scope of Work column / doc)
- Property address
- Pre Job Files and any uploaded reference documents
- Special notes: municipality, closing date, customer wants to meet crew
- Priority level
Download control points to data collector
Review plat / deed per Field Survey Procedures
Equipment check per Equipment Maintenance & Care

Step 2: Departing for Field

Crew Status: Scheduled

Party chief updates Crew Status to Scheduled when departing
Verify vehicle, equipment, PPE per Field Survey Procedures
Confirm data collector loaded with correct project

Step 3: On Site

Crew Status: On Site

Update Crew Status to On Site upon arrival at job site
Follow on-site procedures per Field Survey Procedures:
- Instrument setup and backsight verification
- Data collection per scope
- Photography of relevant conditions (encroachments, evidence, access issues)

Pin-setting jobs:

Status: Set Irons when setting iron pins on-site
Crew Status: Set Irons
Note any access or property issues

If scope cannot be completed:

Crew Status: Can't Finish — note reason in Monday.com updates
Crew Status: Needs More Irons — additional monumentation required
Crew Status: Needs Client — client presence required to proceed
Notify PM immediately

Step 4: Field Work Complete

Crew Status: Done

Verify all points collected per scope before leaving site
Document any anomalies (encroachments, discrepancies, unusual conditions) in notes
Set Crew Status: Done when field work is complete
Set Field Work Completion Date to today

Data transfer (within 24 hours):

Transfer raw data from data collector to office
Back up raw data before processing (job number + date)
Upload field files to Field Files column in Monday.com
See Field Survey Procedures — Data Transfer section

Step 5: Post-Field Office Actions

After crew confirms Done and data is transferred:

Office staff (or PM) verifies data received in Field Files column
Review field notes for any flags or questions
Set Field Work Completion Date if crew hasn’t already
Move item forward — see Step 6

Step 6: Field Review (if needed)

Status: Field Review | Group: Field Review

Move to Field Review if:

Data appears incomplete or inconsistent
Crew flagged a problem (Crew Status: Needs Rework)
Office/drafter identifies an issue after reviewing field data
Status: Field Review

Resolution:

PM / party chief reviews field data and notes
If rework needed: Crew Status: Needs Rework, reschedule field visit
If data is acceptable: proceed to drafting
Status: CORRECTIONS MADE when issues are resolved

Step 7: Handoff to Drafting

When field data is complete and verified:

Item moves to Drafting group
Status: Drafting
Drafting Assigned: assign drafter
Drafting Date: set target drafting date

Ensure the following are in place before handoff:

Field Files column: raw data uploaded
Field Work Completion Date: set
Notes: any anomalies or special drafting considerations documented
Scope of Work: up to date

Proceed to Drafting & Deliverables SOP

Crew Status Reference

Crew Status	Meaning
`Scheduled`	Crew is en route / departing
`On Site`	Crew on-site and working
`Set Irons`	Setting iron pins during field work
`Done`	Field work complete
`Needs Rework`	Returned incomplete — revisit required
`Can't Finish`	Unable to complete — PM intervention needed
`Needs More Irons`	Additional monumentation required
`Needs Client`	Client must be present to proceed
`Stake property line`	Staking-specific status
`Not Done Return tom`	Returning tomorrow to finish

Previous step: Job Approval & Scheduling Next step: Drafting & Deliverables