You can turn a selection of site notes into one PDF, with a title of your choice. This is useful for sharing with clients, adding to a site file, or keeping a record of near misses for a health and safety review.
Creating your PDF
Select the Chime Time tile.
Select the Site Notes tab.
Set the date range and any filters so the notes you need are showing.
Tick the box next to each note you want in the PDF.
To select every note showing, tick the box at the top of the table.
Select Prepare PDF.
An Add Title box appears, along with how many notes are selected.
Type a title for your PDF.
Select Download.
A single PDF with your selected site notes downloads to your device.
Use Case
Site managers, contracts managers and project admins - Use it to share a summary of site activity with clients or head office, or to keep a record of near misses for a set period.
đĄ Tips
Filter by Site first if your PDF is for one site only.
Use Near misses only to build a near miss report.
Give the PDF a clear title, such as the site name and date range, so it's easy to find later.