Reusable Templates
Build structured monitoring tools once and reuse them across visits.
FieldOps
Features
Run field operations with structure, accountability and intelligence.
FieldOps Africa brings field data, operational workflows and programme intelligence into one connected workspace — so teams can capture information, manage follow-up and understand performance without working across disconnected systems.
01 · Set Up
Build your workspace
Organization → Program → Project → Site
02 · Capture
Bring in your data
Forms · Excel · Kobo · ODK · DHIS2
03 · Operate
Manage field work
Visits → Findings → Corrective Actions
04 · Understand
See what is happening
Dashboards · KPIs · FieldOps AI
05 · Report
Share operational intelligence
PDF · Excel · BI API · Power BI · Tableau
06 · Govern
Preserve accountability
Audit trails · Permissions · Snapshots · Restore
Workspace
Setup
Go from a new workspace to a working programme structure.
FieldOps guides organizations through the first steps of setting up their operational workspace — from creating the organization to establishing programs, projects and sites, then choosing how monitoring data will enter the platform.
Organization
Create the organization workspace.
Program
Establish the programme structure.
Project
Define the work being monitored.
Site
Add facilities and field locations.
Workspace Setup
Build your workspace
01
Organization
African Health & Development Initiative
02
Program
National Immunization Strengthening Program
03
Project
Routine Immunization Performance Monitoring - Kenya
04
Site
Mbagathi County Referral Hospital
Bring Monitoring Data
Create Template
Excel
KoboToolbox
ODK Central
DHIS2
Workspace ready
Ready for visits, findings, actions and reporting.
Built Around
Operations
Keep every operational record connected to the right programme, project and site.
FieldOps mirrors the structure through which development programmes operate. Every visit, finding and corrective action stays connected to the organization, program, project and site it belongs to.
1
Organization
2
Program
3
Project
4
Site
5
Visit
6
Finding
7
Corrective Action
Monitoring
Templates
Standardize what your teams collect.
Create reusable monitoring templates with sections and fields so teams collect consistent information across programs, projects, sites and reporting periods.
When you import monitoring data from Excel, KoboToolbox or ODK, FieldOps preserves the imported template structure so it can be used to create and conduct visits within FieldOps.
Sections & Fields
Organize questions into clear sections with standardized monitoring fields.
Dynamic Discovery
Discover fields from imported Excel files, KoboToolbox and ODK submissions.
Duplicate Prevention
Reduce duplicate fields and keep indicators cleaner.
Template Snapshots
Preserve the structure used when a visit was captured.
Field Standardization
Maintain consistent monitoring structures across data sources.
Flexible
Data Capture
Bring monitoring and programme data into one operational workspace.
FieldOps works with the tools organizations already use, whether teams capture visits directly in FieldOps, import spreadsheets, synchronize external forms or bring in routine programme performance data.
✓
Native FieldOps Forms
Capture monitoring visits directly inside FieldOps using structured templates.
✓
Excel Imports
Upload spreadsheets with validation, preview, mapping and failed-row correction. The imported template structure is preserved and can be used for visits within FieldOps.
✓
KoboToolbox
Synchronize Kobo submissions into FieldOps visit workflows while preserving the source template structure for use in FieldOps visits.
✓
ODK Central
Bring ODK submissions into the same operational workflow while preserving the source template structure for use in FieldOps visits.
✓
DHIS2
Bring routine programme performance data into FieldOps for monitoring and follow-up.
One operational workspace
Different data sources can feed the same FieldOps operational structure, making it possible to manage visits, findings, actions, dashboards and reporting in one place.
Intelligent
Standardization
Turn incoming field data into clean operational records.
Data arriving from different sources does not always use the same field names, site identifiers or structures. FieldOps helps resolve incoming data against existing operational records so information remains connected and reportable.
Smart Field Resolution
FieldOps can associate incoming questions and fields from Excel, KoboToolbox, ODK and native forms with existing monitoring fields where appropriate. This helps reduce duplicates and keeps reporting structures consistent.
Field matching
Duplicate prevention
Source key recognition
Dynamic discovery
Smart Site Resolution
FieldOps helps associate incoming facility and location information with existing sites using available identifiers and location context, keeping reporting aligned with the operational hierarchy.
Site matching
GPS context
Hierarchy alignment
Cleaner rollups
Visit
Lifecycle
Manage every visit from draft to decision.
FieldOps gives field teams and supervisors a clear workflow for preparing, submitting, reviewing, approving and rejecting visits.
01
Draft
Prepare visit data.
02
Submitted
Send for review.
03
Reviewed
Supervisor checks.
04
Approved
Ready for reporting.
05
Rejected
Returned for correction.
Visit responses
GPS & location context
Visit notes
Source tracking
Findings
& Actions
Turn identified problems into trackable corrective actions.
Findings recorded during monitoring can be converted into corrective actions with ownership, priorities, due dates, statuses and completion evidence — creating a clear path from identifying an issue to following it through.
Finding
Facility stock-out identified during supervision visit
FieldOps turns this into a trackable corrective action with ownership and follow-up.
Owner
Programme Officer
Priority
High
Due Date
7 Days
Status
Open Action
Total Visits
1,248
Approval Rate
86%
Open Findings
37
Actions Closed
72%
Dashboards
& KPIs
See what is happening across programmes, projects and sites.
FieldOps turns operational activity into dashboards for visits, approvals, findings, overdue actions, programme performance, project performance, site performance and KPI trends.
Visit performance
Approval trends
Finding trends
Action status
FieldOps
AI
Ask questions about your operational data.
FieldOps AI lets teams explore visits, findings, corrective actions, sites, projects and programme performance through natural-language questions — helping connect information that would otherwise require searching across multiple screens and records.
✦
FieldOps AI
Operational data & analysis
Which sites have recurring stock-out findings, and which corrective actions are still overdue?
Review visits, findings, sites and corrective actions to identify recurring issues and actions that remain unresolved.
Natural-Language Questions
Ask questions about visits, findings, actions, sites, projects and programme performance.
Operational Analysis
Explore trends, recurring issues, site performance and areas that need attention.
Provider Flexible
Connect the AI provider and model your organization prefers instead of being tied to one provider.
Supported AI Providers
Connect the AI models your organization chooses.
FieldOps is designed to work across leading AI providers, giving organizations flexibility in how they connect models to their operational data.
OpenAI
Anthropic
Google Gemini
DeepSeek
Qwen
Meta Llama
Grok
Mistral
Kimi
Reports
& BI
Export reports and power your BI tools with operational data.
FieldOps provides reporting and structured datasets for management reporting, donor reporting and external analytics tools, including Power BI, Tableau and Excel.
PDF Exports
Generate visit and management-ready PDF reports.
Excel Exports
Export structured data for donor reports and internal analysis.
Report Templates
Standardize recurring reporting formats.
Report Runs
Track generated reports and export history.
BI API
Expose structured operational datasets securely.
KPI Engine
Power dashboard cards and reporting metrics.
Excel
Import and export structured operational data.
Power BI
Connect structured FieldOps datasets to Power BI.
Tableau
Analyze operational performance across programmes and sites.
API
BI API
Expose secure operational datasets to external analytics tools.
KoboToolbox
Synchronize Kobo submissions into FieldOps workflows.
ODK Central
Bring ODK submissions into your operational workspace.
DHIS2
Bring routine programme performance data into the operational workflow.
Snapshots
& Rollback
Preserve the history of your operational records.
FieldOps keeps historical versions of important visit data and associated media so teams can understand how records changed over time and restore previous versions when needed.
Visit Version History
Keep historical versions instead of simply overwriting operational records.
Visit Snapshots
Capture the state of visit data at important points in the workflow.
Media Snapshots
Preserve historical evidence and uploaded media.
Rollback Support
Restore a visit to a previous version while retaining the version history.
Security
& Audit
Keep operations accountable, controlled and recoverable.
FieldOps provides organization-level isolation, role-based permissions, audit history, workflow notifications and recovery controls to help organizations maintain accountability across their operational data.
Organization Isolation
Each organization works within its own separated operational workspace.
Roles & Permissions
Control who can create, review, approve, report and administer.
Audit Trail
Track important changes and activity across operational records.
System Notifications
Notify users as visits move through review and approval workflows.
Soft Delete & Restore
Archive and restore key records when operational recovery is required.
Permanent Delete Controls
Restrict destructive actions to authorized users.
Ready to modernize your field operations?
Start managing programmes, sites, visits, findings, corrective actions, dashboards, reports and BI-ready data in one FieldOps workspace.
No credit card required · Deploy in minutes · Built for NGOs, MEL teams and government programmes