Creating a Field Report

To create a Field Report:

Once logged into the project, from the project secondary navigation bar, select FIELD REPORTS from the secondary navigation bar and select 'Add New'.

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.

Enter the Subject. Subject is a required field and must be completed in order to save the Field Report.
Date - Enter the date of the Field Report
Work Description - Enter the details of the Field Report
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 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, simply click the Subject link for the desired drawing.

Configure My Menu

The log view of Field Reports can be configured to display fields as columns including added custom fields. After selecting FIELD REPORTS from the secondary navigation bar, click the '...Configure Log' option. Select the desired fields to be added to the log and click 'Save'.

Sharing a Field Report

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

Sharing Notation:

When a Drawing is linked to a Drawing Package, the Sharing rights on the Drawing Package will automatically be applied to the linked Drawing. Share changes on the Drawing Package will also be updated on the linked Drawing.

Deleting Field Reports

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

The Drawing is the most recent revision
The Drawing is not linked to a Drawing Package
The Drawing has not been shared

Field Reports