Manage Jobsite Reports

Select Jobsite Reports from the  (Project Menu) to access the Jobsite Reports Log page. All of the items are automatically logged and categorized by Draft, Issued, Archived and Deleted.

How do I create a new Jobsite Report?

1. Select the  icon at the upper right of the window.

2. The Add Jobsite Report page will be displayed with several fields for you to fill out.

3. Click the  button at the bottom of the page once you have filled out the fields.

4. The Jobsite Report will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the  button is clicked.

5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

1. Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
2. Select the desired files and then select the Open button.
3. The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
4. Select the Close Window icon (X) in the upper right.

6. The Jobsite Report is still in DRAFT mode, and now lists any attachments added.

7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

1. Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.

8. The Jobsite Report is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.

9. Perform a final review of the Jobsite Report and if anything needs revising you can click the  button and make any necessary changes.

10. Once you are ready to distribute, click the  button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Work Report (and any attachments) to that e-mail.

How do I Add Labor to a Jobsite Report?

1. Down in the "Labor" section of the page, click the  icon next to the Prime or Sub Contractor who is on-site.

2. Fill out the fields and then click

Note: You must first have your Project Admin setup the Trades, Classifications, Prime Contractors and Sub Contractors on the Project.

How do I copy a Jobsite Report?

1. From the JSR you want to copy, click the  button.

2. This will take you to the Add Jobsite Report page with all the fields populated from the one you are copying.

3. Make any changes you may need to, then click

Note: You have the option to copy all Labor and Contractor Notes or leave them out.

How do I Archive a Jobsite Report?

1. Once a Jobsite Report has been Issued the Action By will have the option to

Who can perform what actions at each status?

    Draft

• Entered By can add labor or or

    Issued

• Any Project Admin or Contract Admin can