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Shared projects on mobile

If you are a field worker in a contractor organisation, you will see work orders not just from your own organisation's projects but also from projects that customer organisations have shared into yours. The mobile app surfaces these alongside your own-organisation work, with clear labels so you know which is which.

If you are not familiar with the project-sharing model, your administrator can read Project sharing.

Where shared work orders appear​

The Work orders list shows all work orders accessible to you, including those on shared projects. Each row that comes from a shared project shows two extra chips below the title:

  • Project: {project-name} — which project the work order belongs to.
  • From: {owning-org-name} — the customer organisation that owns the project.

Without these chips, the work order is on a project owned by your own organisation.

Filter to a specific organisation​

If you work across multiple customers and want to see only one customer's work at a time:

  1. Open Work orders.
  2. Tap the filter icon.
  3. Pick a customer organisation under Organisation.

The list narrows to that organisation's work orders. To clear, pick All in the filter.

See work order detail and the share context​

Open any work order. The header shows:

  • The work order title and status.
  • A share-context pill if the work order is on a shared project, naming the owning organisation and your role (CONTRACTOR or VIEWER).

Role-based actions on shared work​

What you can do on a shared work order depends on the share role your organisation has been granted:

  • CONTRACTOR: full edit. You can start, pause, complete, comment, attach evidence, capture forms against the work order.
  • VIEWER: read-only. The Start, Pause, and Complete buttons are replaced with a "Read-only access" banner. You can still see the work order, the forms captured against it, the attached files.

Whether you can approve or verify a work order depends on whether the customer organisation has granted approval delegation to your share. See Project sharing → Work-order approval delegation.

Form submissions on shared projects​

When you capture a form against a work order on a shared project, the submission is automatically tagged with the project. The submission rolls up under the customer organisation's reporting, not your own organisation's.

If you are an organisation OWNER worried about data ownership: form submissions captured by your workers on a shared project belong to the customer organisation that owns the project, not to you. If the project ownership later transfers, the submissions move with it.

Transferred projects​

If a project you have been working on transfers ownership (the customer hands it over to another organisation, or your organisation hands a project to a customer), the work orders move with the project. Pull-to-refresh to see the updated list. Work orders you were mid-capturing on (with a saved draft) stay open in Drafts but their target project may now be in a different organisation; check the share context before submitting.

What next?​