Add a site hazard assessment

Step 1: Enter the site inspection date and inspectors

1. Go to Projects and select the appropriate project in the Quick Select section.
2. Select Site Hazard Assessments in the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number as needed.
5. Optionally, select the Prime Contract.
6. Optionally, update the Assessment # and Date, which are automatically generated.
7. In the Inspectors section, select one or more inspectors.

   The Company dropdown will list firms included in the project directory.

8. Select Add & Next.

Step 2: Add the applicable hazard items

1. Optionally, select the default Location and Priority.
2. Optionally, select the default Responsible Company and Responsible Contact.

   These fields are typically left blank unless a specific firm is designated as responsible for the hazardous item.

3. Optionally, select the default Est. Completion Date for the hazardous items to be resolved or eliminated.
4. Select one or more hazardous items from the list.

   The available options are specified in Settings > Feature Settings > QC and Safety.

5. Select Add & Next to proceed, or select Skip if no items need to be imported at this time.

Step 3: Add or link files (optional)

You can upload and link files, such as images or PDF documents, that are relevant to the site hazard assessment.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.