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. For more information on creating custom fields, see Help section Custom Fields

Editing a Field Report

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

Viewing a Field Report

Field Reports can either be viewed in form view or the log view. To view Field Reports in log view, ensure that you have configured your secondary navigation menu to display the FIELD REPORTS form. To view the Field Reports in form view, click the Subject link for the desired Field Report.

Sharing a Field Report

To share a Field Report form to other project users, click the  'Share' button on the Field Report in form view. Use the Share modal to share 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 a Field Report, select '...Delete' on the Field Report form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Field Reports can only be deleted if they have not been shared.

Helpful Screenshots