Edit Project Documents: Field Report

Overview

The Field Reports screen in Project Document allows you to manage project field note materials.

Accessing Project Documents: Field Report

1. Navigate to Jobs > Project Documents from the main menu.
2. Click the Field Report tab.

Creating a New Project Field Report

From the Field Reports screen:

1. Click the Add New button. A pop-up window will display.
2. Select the job from the dropdown menu.
3. Select a date for the report.
4. Select the Field Foreman from the dropdown menu.
5. Click Add New to add a field report to the selected job. The Field Report - Edit screen will display.
6. Add any field report content and options.
7. Click the Save button to save the information, or the Save & Close button to save the information and return to the Field Reports screen.

Editing a Project Field Report

Unlike other Project Documents, there are not multiple tabs on the Field Report - Edit screen, but rather multiple sections (Figure 1).

Figure 1

• The top portion of the page (Purple box Fig. 1) is used for basic/general information.
• There are a few sections that have inline edits such as Labor (Green box Fig. 1). To add a new entry, fill out the row with the appropriate values and dropdowns, then press save or save and close.
• There are also a few Text Box section like General Comments (Orange box Fig. 1) where you can enter in text with minimal formatting.
• At the bottom of the page is table for attachments. This is the standard Attachments menu, see link for documentation http://support.concretevision.com/documentation/attachments/