GeoOp is an emerging job management system that efficiently enables service jobs to be coordinated and managed.
One of the easiest ways to automate your process is to export your form entries as documents that can be attached to a GeoOp job.
These files are attached to GeoOp jobs via a GeoOp note.
For example, if a safety form is captured while on a job, you can automatically add a note to the GeoOp job containing the entry PDF.
This is where the GeoOp Connector for Forms comes in.
Before you add a Connector, you must ensure a valid GeoOp connection is set up in your organization.
Adding a GeoOp Connection
When logged into your Appenate web portal, navigate to Data Hub > Connections > Add Connection – GeoOp. Learn more about adding Connections.
- In the Connections page, click the Add Connector button and choose GeoOp.
- The page will refresh, showing a new GeoOp connection row.
- Click the Authorize button
This will take you to the GeoOp accounts page, where you must log in with your desired GeoOp account.
Ensure you log in with the correct account – this is the account that all GeoOp Connectors will use.
Grant the access requested so our Connectors can create and update entries on your GeoOp account.
You should be returned to the Connections page after granting access.
Your connection will be verified automatically – you will see a green tick if everything works.