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.

Go to your project. Ensure that you are in the User mode.
Expand the Project Design node.
Select Architect/Engineer Daily Observation.
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.
Click Add Attachment, select Unifier Folder, select a file, and click OK. The Attachments link indicates (1) file is attached to the record.
After completing the form, select Submit from the Workflow Actions.
On the Action Details tab, select who should receive this action item.
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