Add a site hazard assessment

Step 1: Enter the site inspection date and inspectors

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Site Hazard Assessments in the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Lead or Project number as needed.
5. Optionally, if you're working with a project, select the Prime Contract number.
6. Optionally, update the Assessment #, which is automatically generated.
7. Optionally, update the Date as needed.

   The default value is today's date.

8. In the Inspectors section, select one or more companies and contacts as needed.

   The dropdown will list firms included in the project directory.

9. Select Add & Next.

Step 2: Add the applicable hazard items

• If you do not prefer to add hazard items in this step, select Skip.

• To add hazard items, do the following:

  1. Optionally, specify the Default Hazard Item Information as follows:

     1. Select the default Location and Priority.
     2. 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. Select the default Est. Completion Date for the hazardous items to be resolved or eliminated.
  2. Select one or more hazardous items from the list.

     The available options are specified in Settings () > Feature Settings > QC & Safety.

  3. Select Add & Next.

Step 3: Add or link files

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.

• To add or upload files, do the following:

  1. To upload files from your local drive, do the following:
     1. 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. In the dialog, select Yes. Process in background to create the record immediately while the files continue uploading in the background.

        When the upload is complete, you’ll receive an email confirming whether the files were uploaded successfully.

  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.