Building Your Report

Create custom reports and issue them before you leave the site using the Part3 Site Reporting tool!

Cover Page Setup

Step 1: Click + Report

Step 2: Enter your report details. Make sure to give it a logical name, ID, revision number, choose your Disclaimer from the list of available Disclaimers (or click + Add New to create a new Disclaimer) and populate what you want to display on the cover of your report. Click Create new report when done:

Click here to learn more about adding default Disclaimers to your Organization in Part3

You can edit the information on your Report's cover page at any time by clicking Edit:

Creating Sections and Items

Sections make up the layout of your report, and how you structure this is completely up to you. Some will create sections based on their site (ie. First floor, Second Floor etc.), some will base it on division (Steel, Concrete etc.). Customize and find the layout that works for your practice.

Step 1: Click + Add Section. A section is needed before you can start adding observations (Items) to your report.Title the Section and click Create

Tip: Create your sections before you head to the site to save time.

Step 2: Create Items within each section. Either click the + within the Section or click +Add Item:

 

Adding Details

If you want to break down an item even further, you can add Details, in the same way, you added Items to a Section.

While creating a new Item, click + Add Detail. You can add as many details as you want to any item.

Table of Contents

The table of contents is clickable, which means you can click on any item or section and it will take you right to it. We understand that some people may not want to use a table of contents for their reports. That's why you are able to toggle on/off the table of contents by clicking the toggle pictured below:

Adding Attachments

Part3 gives you the flexibility to attach files to your reports, in cases where additional documentation is needed. To do so, simply drag and drop or click to add an attachment at the attachment Upload an Attachment box:

As always, if you have any questions or see an issue with this document, please contact us at support@part3.io