Field Report Templates

Easy to use mobile reporting tool for effective field observation and analysis

man conducting field report

Published 21 Jul 2022

What is a Field Report?

A field report is a documentation of observations and analysis of particular phenomena, behaviors, processes, and more. It is based on theories and researchers’ analysis, which are used to identify solutions for a specific project or case study.

This article features the following:

How to Effectively Write a Field Report

A field report focuses on factual details of a project case. It should cover the circumstances and contributing factors that can help one understand how theory applies to real-world scenarios. Below are the main steps in effectively writing a field report:

  1. Define the objective(s) of the field report
    Clearly state the purpose of the field report to determine the focus and provide the right information needed by the organization. A field report should also define the nature of the organization, the setting of observations, and the methods used to gather data.
  2. Create theoretical framework
    Creating a theoretical framework is as essential as knowing the facts when creating a field report. Gather information based on statistics, news, and research to better understand the topic at hand. A theoretical framework guides researchers in determining the data that need to be measured and set as a baseline for comparison to get the needed information.
  3. Define scope of work (SOW)
    Determine a detailed plan on how to achieve the objectives set by the organization. Evaluate the timeline needed to finish the observation, state the deliverables, and record any potential milestones, risks, and hazards.
  4. Conduct a field observation
    Accurately document the changing aspects of the situation and record details gathered through analysis and observation. Clearly explain the investigation and adhere to the initial plan and methodology. Document the following:

    • Physical characteristics of the setting
    • Demographics
    • Impact of actions and behavior of the subject
    • Use of language
    • Description of activities
  5. Use a field report checklist
    A field report checklist is used to guide researchers on documenting their observations. It helps monitor the work in progress and staff performance in achieving the task assignments and deliverables.

How to Use the Field Report Template

Since field reports are ideally accomplished using a centralized document, ready-to-use templates can be a go-to for organizations that perform this type of analysis regularly. If it has to be filled out by multiple people in your organization, templates that are used in a digital format can aid with access, data accuracy, and the need for modification capability.

Steps to Using the Field Report Template

Follow the steps below to create an efficient template:

  1. Fill the general information field – Start the analysis for the project/endeavor by discussing the objective, theoretical framework, SOW, and observations noted. Be as detailed as possible since this will be the backbone of the research.
  2. Add photos/media as evidence – Attach photos or media as supporting details for the analysis. This would provide additional integrity to the research.
  3. Create actions or notes – If there are side notes or comments that need to be documented, put them in the corresponding field of the file for easy identification.
  4. Provide overall recommendations – Once done with the initial part of the analysis, consider all the factors involved and form a recommendation that is based solely on the result of the research conducted.
  5. Complete the report – Add a digital signature before finalizing the report. Share them with team members and relevant stakeholders for immediate feedback or process change implementation.

Using Digital Report Templates

Constructing field reports with a traditional pen and paper is cumbersome, and recordkeeping can be a challenge in the long run. The inability to capture photos makes the gathering of evidence more prone to human error. Also, losing paperwork can lead to analysis delays, wasted time, and extra costs. By using iAuditor by SafetyCulture, a mobile-ready inspection app, you can avoid the hassle of losing field observation reports. With iAuditor, you can:

  • document observation records using a handheld device;
  • attach and annotate unlimited photos as evidence to support your observation and analysis;
  • assign and track corrective actions easily to mitigate risks;
  • save and secure gathered information in the cloud; and
  • send, share, and access real-time reports anytime, anywhere.

To get you started we have created field report templates you can download for free and customize according to your business needs.

Field Report FAQs

A field report is essential in various industries including construction, field services, education, medicine, and management. It provides a detailed description of an observed person, place, or event which is used to analyze and compare data over a theoretical framework. It helps in:

  • observing safety programs outside the office;
  • identifying challenges in implementing standards and protocols;
  • capturing information on how resources are managed; and
  • discovering new processes and effective solutions for the project.

A field report aims to conduct a research based on reliable data generated by careful and structured observation of the following: 

  • People
  • Place
  • Events

Some of the common methods you can take advantage of when recording your observations are: 

  • Note taking 
  • Photography 
  • Audio or video recording
  • Illustrations

A field report provides sufficient evidence to describe the activities and support the analysis of the project. It is recommended to follow the five W’s of investigative reporting, namely:

  • What – provides a description of the observation
    Example: What is the effect of using a digital checklist on field services?
  • Where – defines the setting or location of the observation
    Example: Location of work in progress, resources, and employee performance
  • When – records the time and date when the observation was conducted
    Example: The digital checklist was used for field observation on 31 May 2014
  • Who – provides information on the participants of the observation
    Example: All engineering staff who are working in the field
  • Why – provides the reason behind the observation and analysis
    Example: To determine the safety and productivity of a site

A field report checklist is a tool used as a guide for researchers in documenting their observations and analysis of the project. A field report checklist can come in either a traditional pen-paper or digital format.

Jona Tarlengco - SafetyCulture Staff Writer

SafetyCulture Content Specialist

Jona Tarlengco

Jona Tarlengco is a content writer and researcher for SafetyCulture since 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched articles. Her 5-year experience in one of the world’s leading business news organisations helps enrich the quality of the information in her work.

Jona Tarlengco is a content writer and researcher for SafetyCulture since 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched articles. Her 5-year experience in one of the world’s leading business news organisations helps enrich the quality of the information in her work.