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¶
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Step 1: Select JOBS on the side panel.
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Step 2: Select SITE VISITS.
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Step 3: Select ADD SITE VISIT
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Step 4: Select IS AN INITIAL ATTENDANCE TOGGLE
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¶
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Step 1: Select JOBS on the side panel.
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Step 2: Select SITE VISITS.
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Step 3: Select ADD SITE VISIT.
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Step 4: Select the site visit date.
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Step 5: Select the ADD SITE VISIT button.
NOTE
The site vists that are created will appear on the left side.
How to add rooms¶
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Step 1: Select a date from the site visit dates on the left side.
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Step 2: Select ADD ROOM.
How to create PHOTO NOTES and NOTES¶
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Step 1: Select a date from the site visit dates on the left side.
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Step 2: Select the room you would like to add a photo note or note to.
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Step 3: Select PHOTO NOTES from the tabs.
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Step 4: Select the CAMERA PLUS ICON on the bottom right to add a photo note or note.
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Step 5: Enter the note.
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Step 6: If you would like to add a photo to the note (photo note), select ADD PHOTO on the bottom right.