Creating Supplement Instructions

In this article, we'll cover the steps to follow to create a Supplemental Instruction, which is also known as a Site Instruction. 

Step 1: Click the '+' button in the top right corner of the app and select 'Supplemental Instruction'

Step 2: A pop-up will appear with different areas to populate. The number of the SI will automatically populate based on the next available number. You can override this if necessary. 

Title: Describe the SI that you want to appear on the cover page.

Reason: You can select from a pre-populated list of reasons in Part3 or create your own. To create your own, type the reason and then click the blue bar that says 'Create'

Addressee: This is who you want the SI to be addressed to. You can set a default at your company level under the project teams page. 

Description: Enter a description of the site instruction. You can always come back and edit this as your document is prepared. 

Main Disclaimer: The disclaimers listed here are pulled in from your organizational settings. You can edit or add a new disclaimer if required. The modifications will be unique to this document. 

Consultants: Select the consultant disciplines that will be required to contribute to this SI. 

All of this information can be edited later if required. 

Step 3: Once you have completed the fields, click the blue 'Create' button at the bottom of the pop-up. 

You'll now be taken to the SI you have created!

Click here to learn how to populate and collaborate on