This article is a guide to using the Site Diary workflow in FastDraft.
This guide contains the following:
Introduction
Under Records, there are a selection of workflows you can use to document information that may be relevant to your contract, such as records of meetings for both Supplier and Consultant, as well as a Site Diary and Weather records.
How to use the Site Diary workflow
You can create a draft Site Diary record by using the navigation panel...
... or the green Create New button.
From the Contractor Site Diary Register, you can click Create New.
You'll need to fill out the following fields:
- Subject
- Details
- Start Date
- End Date
When you're ready, click Create Draft.
Now that you have a draft Site Diary record, you can make any amendments needed and add any attachments. Please note this cannot be done after you've communicated the record.
Once you're happy, click Communicate Site Diary, then Communicate.
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