Issues and reminders
Log site issues and set reminders with alarms.
11 articles
- Step by stepHow to register an occurrenceLog a problem on the project with a description, category, priority and photos, and choose who gets notified.
- LearnWho gets notified and who can see each occurrenceLearn who is notified about an occurrence, who can see each one on the project and what the client sees in the Client Portal.
- Complete guideHow to show an occurrence to the clientFor the client to see an occurrence in the Client Portal, turn on Visible to Client and tag the client under Who to Notify. The switch alone is not enough.
- Step by stepHow to resolve an occurrence and add photos of the fixDescribe what was done, add photos of the fix and mark the occurrence as resolved. The people who need to know get notified.
- Step by stepHow to edit or delete an occurrence (and who can)Fix an occurrence while it is still open, or delete it for good. See who can do what and what changes when you save.
- LearnMy occurrence didn't show up: internet, uploads and storageAn occurrence only appears in the list once its photos have been uploaded. See what stops it from being registered and how to check.
- Step by stepHow to create a reminder with an alarm on a projectJot down project to-dos as colour-coded reminders and, if you like, set an alarm for one date, every day or certain days of the week.
- LearnPublic or restricted reminder: who sees each noteA reminder can be seen by the whole project team or by just a few people. Learn who sees it, who can edit it and who can delete it.
- Step by stepHow to resolve, reopen, share or delete a reminderUse the icons on each card to complete, reopen, send by message, edit or delete a project reminder.
- LearnWhy the reminder alarm didn't go offA reminder alarm only goes off on the mobile it was saved on, and only for a time in the future. See the most common causes and how to fix them.
- Step by stepHow to open Occurrences and Reminders from the dashboardUse the shortcuts on the home dashboard to get to the occurrences and reminders of any project without opening the project first.
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