Creating a Field Report

To create a Field Report:

1. Once logged into the project, from the project secondary navigation bar, select FIELD REPORTS from the secondary navigation bar and select 'Add New'.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see FIELD REPORTS, select 'More...' - 'Configure My Menu'. Add the FIELD REPORTS form to your secondary navigation bar. See the screen shot below. 
2. Enter the Subject. Subject is a required field and must be completed in order to save the Field Report.
3. Date - Enter the date of the Field Report
4. Work Description - Enter the details of the Field Report
5. Save the Field Report

Configuring the Field Reports Form

If the Field Reports form does not contain the data fields needed, the form can be customized to add fields. To do this, select the '... Customize Form Fields' option form the Field Reports log view. In the Form Field area, click the 'Add New Field' button. Complete the 'Add Custom Field' wizard to add your custom fields to the Field Reports form. Form For more information on creating custom fields, see Help section Custom Fields

Editing a Field Report

To edit a drawingField Report, click the 'Edit' button from either the Drawing the Field Reports form or from the Drawing the Field Reports log view. Edit as desired and click 'Save' to save changes.

Viewing a Field Report

Drawings can Field Reports can either be viewed in form view or the log view. To view drawings in view Field Reports in log view, ensure that you have configured your secondary navigation menu to display the PLANS & SPECS form. See the screen shot below. Clicking  'PLANS & SPECS' on the secondary navigation menu will display a dropdown selection where DRAWINGS is displayed as an option. To view the drawing the FIELD REPORTS form. To view the Field Reports in form view, simply click the Subject link for the desired drawingField Report.

Linking a Drawing to a Drawing Package

Drawings can be bundled into a Drawing Package for review as a package. To link a Drawing to a Drawing Package, select 'DRAWING PACKAGES' from the 'PLANS & SPECS' form on the secondary navigation menu. Click the 'Add New' button to create a Drawing Package. Under the Drawings collection, click the 'Add Drawings' button. Selection one or more drawings to be linked to the Drawing Package and click the 'Add Revisions' button. For more information on Drawing Packages, please see the Help section Drawing Packages

Sharing a Field Report

To share a Drawing a Field Report form to other project users, click the  'Share' button on the Drawing the Field Report in form view. Use the Share modal to share the Drawing the Field Report to other project team users. For more information on sharing, please see the Help section Sharing Information 

Deleting Field Reports

To delete the most recent revision of a drawinga Field Report, select '...Delete' on the Drawings the Field Report form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Drawings  Field Reports can only be deleted in the following scenarios.

if they have not been shared.

Helpful Screenshots

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