Creating Architect or Engineer Daily Observations Record

Create an Architect/Engineer Daily Observations record to initiate and accept/reject a new Architect/Engineer Daily Observations request. You can attach files such as drawings and specifications to the record for reference purposes.

To create a new Architect/Engineer Daily Observation record:

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your project. Ensure that you are in the User mode.
  2. Expand the Project Design node.
  3. Select Architect/Engineer Daily Observation.
  4. From the BP log page, click Create.Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. The drafts are stored under Drafts.
  5. Click Add Attachment, select Unifier Folder, select a file, and click OK. The Attachments link indicates (1) file is attached to the record.
  6. After completing the form, select Submit from the Workflow Actions.
  7. On the Action Details tab, select who should receive this action item.
  8. Click Send. When the Notification window opens, review the content and click OK. The record now moves to the next step in the workflow.

General

In this field:

Do this:

Record Number

No action.

Title

(Required) Enter a title.

Project Number

No action.

Project Name

No action.

Creator

No action.

Creation Date

No action.

Due Date

No action.

Status

No action.

Contract Reference

Select a contract record from the list.

Report Summary

In this field:

Do this:

Structural Observer

Enter the name of the observer.

Observation Period From

Select the start date of observation

Phone

Enter the phone number of the observer.

Observation Period To

Enter the end date of the observation

Daily Observation

In this field:

Do this:

Observed Structural Elements

List the observed structural elements and their connections.

Location

Enter the location of the building.

Observed Deficiencies

In this field:

Do this:

Deficiencies

Record any structural deficiencies.

See Also

Architect or Engineer Daily Observations Business Process (Owner Project Only)

Architect or Engineer Daily Observations Business Process Workflow

Revising Architect or Engineer Daily Observations Record

Approving Architect or Engineer Daily Observations Record

Viewing Closed Architect or Engineer Daily Observations Record



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Last Published Friday, February 4, 2022