Entering meetings in Daily Field Reports
Entering incidents in Daily Field Reports
Note: This functionality is available only if you have the Document Control Module.
Incidents provide a way for you to associate information with a record. The incident itself provides the information that points to a file containing the information, such as *.doc (Word document, a *.jpg (graphic), a *.pdf (Adobe portable document format), an *.xls (Excel spreadsheet), and so forth. The attachment is not the file itself.
The incident may contain the following information:
Here is an example of an incident associated with a job site. Let's suppose a lumber company has delivered some flashing to your job. You go to the job site to verify the delivery, you notice that the flashing has been run over and is ruined. You take a digital photo of the damages, and then save the graphic file in a folder under your \\ServerName\CompanyName folder. Then back at the office, you create an incident on the Daily Field Report that refers to the graphic file. When the lumber company investigates your claim, you have a record of that incident.
Entering incidents is accessible on 6-11-6 Daily Field Reports from the Options > Incidents and the Incidents button.