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What are the functionalities of DataScope?

Discover the main DataScope tools and features to organize, plan, execute, and analyze your operations.

Written by Jessica Franco

DataScope is a platform for digitizing, managing, and automating field operations. From a single platform, you can organize your assets and locations, design processes, plan tasks, execute activities in the field, manage Issues, and analyze your operational data.

Below, you'll find the main features available on the platform.

What can you do with DataScope?

Area

Main features

🏢 Organization

Locations, assets, meters, lists, users, and permissions

📋 Forms

Form Builder, AI, conditional logic, validations, photos, signatures, QR codes, and barcodes

📅 Planning

Tasks, schedules, recurring activities, assignments, reminders, and maintenance

📱 Fieldwork

Mobile app, offline mode, synchronization, GPS, and evidence collection

🚨 Issues

Reporting, assignment, priorities, follow-up, and traceability

✍️ Documents & signatures

Customized PDFs, electronic signatures, bulk signing, and validation

📊 Analytics & integrations

Dashboards, Ask DataScope, exports, API, Webhooks, and integrations

🏢 Organize your operations

Before executing your work, you can configure your operation's structure to reflect how your company works.

  • Locations

Register plants, branches, worksites, projects, or any location where your operations take place.

You can organize locations in a hierarchical structure to make it easier to plan and assign tasks and analyze information.

  • Assets

Register equipment, tools, vehicles, facilities, and other assets that need to be tracked.

Each asset can include information such as:

  • Asset type.

  • Custom fields.

  • Location.

  • Associated meters.

  • Permissions by user or group.

  • History of inspections, maintenance, Issues, and activities.

  • Meters

Associate meters with your assets to record values such as operating hours, mileage, cycles, or consumption.

Values can be updated from forms during fieldwork and used to trigger maintenance based on the asset's actual usage.


📋 Design your processes with forms

The Form Builder allows you to create digital processes adapted to your operational needs.

You can:

  • Create forms from scratch.

  • Use templates from the library.

  • Generate an initial version of a form using artificial intelligence.

  • Add photos.

  • Include signatures.

  • Create checklists.

  • Scan QR codes and barcodes.

  • Select assets and locations.

  • Use conditional logic.

  • Configure validations.

  • Define required fields.

This allows you to adapt forms to different processes without relying on paper documents or separate spreadsheets.


📅 Plan and assign work

You can use Schedules and Tasks to organize the activities your team needs to complete.

You can:

  • Create one-time or recurring tasks.

  • Assign them to users or groups.

  • Define locations, dates, and times.

  • Configure notifications and reminders.

  • Create recurring schedules.

  • Schedule preventive maintenance.

  • Trigger maintenance based on meter readings.

This allows you to move from simply recording an activity to planning and controlling when it should be performed.


📱 Execute activities in the field

Users can perform their activities through the DataScope mobile app.

The app allows users to work even when there is no Internet connection. Information is stored on the device and automatically synchronized when the connection is restored.

During execution, users can:

  • Complete forms.

  • Perform inspections.

  • Execute assigned tasks.

  • Update asset information.

  • Capture photos and evidence.

  • Record signatures.

  • Scan QR codes and barcodes.

  • Record location when applicable.

This allows your team to continue working in the field without permanently relying on an Internet connection.


🚨 Manage problems with Issues

When a failure, deviation, or situation requiring follow-up is identified during an operation, you can create an Issue.

Issues allow you to:

  • Record the problem.

  • Assign responsible users.

  • Define priorities.

  • Set due dates.

  • Associate a location.

  • Associate an asset.

  • Record evidence.

  • Add participants.

  • Track the status.

  • Record actions and conversations.

  • Attach forms and responses.

  • Maintain traceability until resolution.

You can also configure mandatory Issues so that specific checklist responses automatically generate an Issue before the user can continue with the form.

This allows DataScope to manage the complete process:

Detect → Assign → Resolve → Close


✍️ Formalize your processes with signatures

DataScope allows you to use Verified Electronic Signatures to support documents and processes that require a signature.

Some of its main features include:

  • Internal and external signers.

  • Signature order configuration.

  • Predefined signers based on the form.

  • Bulk signing from the web platform.

  • QR codes to validate signed documents.

This allows you to incorporate signatures directly into the operational workflow, avoiding separate processes for collecting and validating documents.


📄 Generate and manage documents

Based on the information collected, you can generate documents and reports adapted to your company's needs.

You can:

  • Create customized PDFs.

  • Configure the design of your documents.

  • Generate reports automatically.

  • Send reports by email.

  • Download documents individually or in bulk.

  • Export information for further processing.

This means that information collected in the field can automatically become useful documentation for customers, supervisors, audits, and other internal processes.


📊 Analyze your operational data

All collected information is centralized so you can monitor and analyze your operations.

DataScope allows you to:

  • View dashboards.

  • Monitor indicators.

  • Generate charts.

  • Export information to Excel.

  • Generate reports.

  • Analyze your data using Ask DataScope.

With Ask DataScope, you can query your operational information using natural language and get answers based on the data recorded in the platform.


🔗 Integrate DataScope with other tools

You can connect DataScope with other platforms to automate information flows and avoid manual data entry.

Available options include:

  • API

  • Webhooks

  • Google Sheets

  • Zapier

  • Microsoft Power Automate

  • Power BI

  • Looker Studio

  • MySQL

  • PostgreSQL

  • BigQuery

  • Microsoft SQL Server

This allows you to send information from DataScope to other systems or incorporate external data into your processes.


👥 Manage users and permissions

You can manage the users who are part of your account and define which information and features each user can access.

Permissions allow you to adapt access according to each person's responsibilities and maintain greater control over your operational information.


📋 Manage lists and reference data

Lists allow you to centralize information that can be used within your forms.

For example:

  • Customers.

  • Products.

  • Equipment.

  • Branches.

  • Suppliers.

  • Custom catalogs.

This allows users to select existing information instead of entering it manually, reducing errors and making form completion faster.


🔄 One platform for the entire operational cycle

DataScope's features can be used independently or connected to manage complete processes.

For example:

Organize → Plan → Execute → Detect → Resolve → Analyze

You can register an asset, schedule an inspection, assign it to a user, perform it through the mobile app, detect a failure, create an Issue, follow up on its resolution, and finally analyze the results.

DataScope therefore goes beyond information collection: it allows you to digitize and manage the entire operational cycle.


🏢 What types of operations can I manage with DataScope?

DataScope can adapt to different industries and processes, such as:

  • Asset management.

  • Preventive and corrective maintenance.

  • Occupational Health and Safety.

  • Quality control.

  • Inspections.

  • Audits.

  • Work orders.

  • Facility Management.

  • Retail.

  • Construction.

  • Logistics.

  • Energy.

  • Manufacturing.

  • Field services.


🚀 Start using DataScope

You can start by creating a free account and exploring the features available for your operation.

Please note that some features, limits, and capabilities depend on your subscription plan.

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