Published at: 2026-10-12

View Visit Tasks and Open the Field App


Use Web or App to find authorized plans and open a task.

Before You Start

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  • You have Web and App field permission.
  • An administrator added you to an entry or rule.
  • Task visibility depends on scene authorization.

Steps

  1. From Web Main Navigation or App List, select Field App. Web and App field entry
  2. From the App bottom menu, home page, or Apps, open Field App. Field user opening the App
  3. In the App calendar, view executable Fieldwork Plan records. Executable fieldwork plans
  4. Select a target task to open its execution page. Field task entry

Expected Result

Unauthorized scenes do not display an entry. Field Type values excluded from the rule do not display.

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