How to create notes and site records

Notes & Site Records keeps your site diaries, notes, meeting minutes and inspections in one place.

Create a record

1. Go to Notes & Site Records and click New Record.
2. Choose Site Diary, Note, Meeting or Inspection.
3. Add a title and fill in the details.
4. Add any photos, documents or voice notes (up to 20 MB each).
5. Click Save & Close.

Tips

• Fill in a site diary every day work happens on site. Record the work done, who was there, the weather and any deliveries.
• Always record verbal instructions and decisions. They are useful if there is a dispute later.
• For meetings, start from the Meeting template or a blank page.