Field Reports Guide

Field Reports let your team document what's happening at the job site. Whether it's daily progress, a safety concern, an equipment issue, or a general observation, Field Reports create a permanent record that can be reviewed and exported.

What Are Field Reports?

Field Reports are on-site documentation records. Each report captures:

• What happened - A description of the observation, issue, or progress
• Where it happened - The project and subject area
• When it happened - Automatically timestamped
• Who reported it - Logged under the reporting user
• Supporting evidence - Attached photos with optional GPS location

Each report is assigned an auto-generated report number (e.g., FR-2026-0001) for easy reference.

Creating a Field Report

Step 1: Navigate to Field Reports

1. Open the project you want to report on
2. Go to the Field Reports section within the project

Step 2: Start a New Report

1. Click New Field Report
2. Select a Category from the dropdown:
   • Progress - Daily or milestone progress updates
   • Safety - Safety hazards, incidents, or observations
   • Issue - Problems, defects, or concerns
   • General - Any other on-site observation
   • (Your admin may have created additional categories)

Step 3: Fill in the Details

• Subject - Brief topic (e.g., "Foundation pour - Phase 2", "Scaffolding inspection")
• Description - Detailed notes about what you observed or what happened

Step 4: Add Attachments (Optional)

• Click Add Attachment to upload photos
• Photos can include GPS location data from your device
• Multiple attachments can be added to a single report

Step 5: Save or Submit

• Save as Draft - Save your work and come back later to finish
• Submit - Send the report for review

Field Report Statuses

Managing Field Reports

Filtering Reports

Use the filters at the top of the Field Reports list to find specific reports:

• Project - Filter by project
• Category - Filter by report category
• Status - Show only Draft, Submitted, or Reviewed reports
• Date Range - Narrow results to a specific time period
• Search - Search report subjects and descriptions

Editing a Report

You can edit reports that are still in Draft status. Once submitted, reports cannot be modified to preserve the integrity of the record.

Exporting

Click Export PDF to download a formatted PDF of any field report, suitable for sharing or filing.

Best Practices

• Report daily - Even a brief progress note creates a valuable paper trail
• Be specific - Include locations, measurements, and names when relevant
• Attach photos - A photo is worth a thousand words, especially for documenting conditions
• Submit promptly - Don't leave reports in Draft status; submit them while details are fresh
• Use consistent categories - Makes it easier to search and filter later