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Site Visits

Access Control

NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY SUPERVISORS, PROJECT CO-ORDINATORS, ADMINS AND TECHNICIANS WHO HAVE BEEN ASSIGNED TO A TASK.

How to create an initial attendance

  • Step 1: Select JOBS on the side panel.

  • Step 2: Select SITE VISITS.

  • Step 3: Select ADD SITE VISIT

  • Step 4: Select IS AN INITIAL ATTENDANCE TOGGLE

Jobs

Intial Attendance Form

What is an Initial Attendance Form?

The initial attendance form will contain all the information related to a job that the technician will note on their first attendance to a site.

  • This information will be displayed in the JOB OVERVIEW tab of a job.

How to create a site visit

  • Step 1: Select JOBS on the side panel.

  • Step 2: Select SITE VISITS.

  • Step 3: Select ADD SITE VISIT.

  • Step 4: Select the site visit date.

  • Step 5: Select the ADD SITE VISIT button.

Jobs

NOTE

The site vists that are created will appear on the left side.

Jobs

How to add rooms

  • Step 1: Select a date from the site visit dates on the left side.

  • Step 2: Select ADD ROOM.

How to create PHOTO NOTES and NOTES

  • Step 1: Select a date from the site visit dates on the left side.

  • Step 2: Select the room you would like to add a photo note or note to.

  • Step 3: Select PHOTO NOTES from the tabs.

  • Step 4: Select the CAMERA PLUS ICON on the bottom right to add a photo note or note.

  • Step 5: Enter the note.

  • Step 6: If you would like to add a photo to the note (photo note), select ADD PHOTO on the bottom right.