Materials on site
Site issues, instructions, RFIs and site logs
Keep the project's issue log (issues, site instructions and requests for information) with an owner and a due date, and record permits, toolbox talks, safety checks and readiness on site.
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The issue log
On the project's Issues tab, select New issue for anything that needs an answer or a decision:
Issue: a problem to solve;
Site instruction: an instruction received on site (link it to the variation it leads to);
RFI: a request for information to the consultant or the customer.
Give it an owner and a due date; the owner is told. Record the Response and move it to Answered or Closed. An open item past its due date shows Overdue.
Site logs
On the Site logs tab, select New site log to record a Permit (with its expiry), a Toolbox talk (with the number of attendees), a Safety check or a Readiness check, with its details and a photo or document.
Common questions
Can site staff record these from their phone? The site app adds them in a later update; a log sent twice by a phone that was offline is recorded once.