Items
Templates
Drawings
Signing-In, Timesheets & Inductions
- How to schedule and manage timesheet exports
- How to capture details of works carried out on timesheet records
- Setting up site inductions at sign in
- How to export timesheets by week
- Enable timesheet photo verification
- Enable QR code sign-in for projects
Mobile
Projects
- How to copy project lists between projects
- Edit project details and update or remove the photo
- How to create a new project template
- How to view & configure project information
- Set up & manage project tags
- How to archive and unarchive projects
General
- How to add a new item to a section
- Add items to sections and customise field sets
- How to manage your dashboard tools
- Manage in notification banner settings
- How to create a custom field set
- Updating organisation access permissions in Insite
Lists
- How to Import Snag List Items via CSV
- Restricting list views for external users
- Update who has access to a list
- How to edit a lists details
- Update who has access to a list
- Configure default summary text for list reports
Plan
Forms
- Renaming page tabs in forms
- Creating a tool for a specific form
- Creating a tool for a set of forms
- Setting up form approvers
- Create and publish a new form
- Assigning external users to forms