Log an Action Form

Actions Forms

As work, inspection and testing take place, the information will be logged on the sub-lot. This may required an Action Form to be completed.  To do this you will begin by Splitting from the sub-lot Preview screen after updating your progress. IMPORTANT: All documentation that accompanies the work MUST be split from the sub-lot. Otherwise, reporting will not be accurate.
  1. After entering the progress on the sub-lot, the sub-lot will preview on your screen.
  2. Click Split.
  3. Scroll to Type and select the appropriate Action Form.
  4. Address the document to the appropriate party(ies).
  5. Enter a Status.
  6. Enter a meaningful Title.
  7. Fill out the Action Form fields as necessary.
  8. Click .