The Field Report tool is designed for those who visit the project site periodically (ex. Project Manager, Inspector, etc.) to have a space to report on what they observed during their time onsite.
Helpful Hint: Depending on your organization's setup in Projectmates, this is often re-named to "Site Visit Report".
To create a Field Report from the Web version:
- Once inside a project, under "Const Mgmt", click Field Report.
- Click + Report in the top-right corner.
- On the Field Report tab, fill in the required fields (indicated by a red asterisk *).
- Observation Date will be auto-populated with today’s date and current time, if needed you can change this by tapping on the date and time icons.
- Enter description for Work in Progress.
- Fill in optional fields, as applicable.
- Select Est. % Complete to pick a preset value from the list.
- Select Schedule Conformance to pick a preset value from the list.
- Enter Weather Conditions and who was Present at Site.
- Enter any Observations not recorded elsewhere, Items to Verify, and/or required Information or Action Required.
- Under Select who you want to email, enter individual project user(s) or role(s) within the project to be notified once the report is finalized.
- Once ready, click Save Draft, and the other tabs will be accessible.
- Click the Attachments tab to add attachments.
Helpful Hint: You can attach documents by dragging and dropping them into that field or clicking the icon to browse and attach files. Additionally, you can link documents and/or photos already uploaded to the project.
- Click Save Draft if edits still need to be made.
Helpful Hint: Field Reports saved in Draft mode are only visible to Project Admin users and the creator of the report. You can only delete a report that is saved in draft mode. Once published, only an Admin user can delete the report.
- Once complete, click Finalize.
Helpful Hint: Once the report is finalized, the email notification will be sent to the users selected to receive an email.
To create a Field Report from the Mobile App:
- Login to the Projectmates app using your Android or iOS device.
- Open the menu in the top-left corner and select My Projects.
- Select the project you wish to work in.
Helpful Hint: The projects list will default to displaying Favorites. Tap All to see all of your projects.
- Tap Field Report (or Site Visit Report).
- Click the + icon in the top-right corner.
- On the Field Report tab, fill in the required fields (indicated by an asterisk *).
- Observation Date will be auto-populated with today’s date and current time, if needed you can change this by tapping on the date and time icons.
- Enter description for Work in Progress.
- Fill in optional fields, as applicable.
- Tap Est. % Complete to pick a preset value from the list.
- Tap Schedule Conformance to pick a preset value from the list.
- Enter Weather Conditions and who was Present at Site.
- Enter any Observations not recorded elsewhere, Items to Verify, and/or required Info / Action Required.
- Once ready, click the Save icon in the top-right corner.
- Click the Attachments icon (yellow banner) to add attachments from your device.
- Click the Save icon in the top-right corner, if edits still need to be made.
Helpful Hint: Field Reports saved in Draft mode are only visible to Project Admin users and the creator of the report. You can only delete a report that is saved in draft mode. Once published, only an Admin user can delete the report.
- Once complete, click Publish.
Helpful Hint: Once the report is finalized, the email notification will be sent to the users selected to receive an email.
Click here for more information on Site Visit/Field Reports.