This article will walk you through what Notices are, how to create them, and some handy tips for managing them efficiently.
What are Notices?
Notices are a tool within SiteMax Systems that allow you to communicate important information of a project. Whether it's a shift in schedule, a safety alert, a form that needs attention, or a quality concern, Notices serve as a means to disseminate these updates effectively.
Creating Project Notices
Before you dive in, make sure you have the necessary permissions: "View," "Create," "Edit," and "Manage" for Notices. Here's a step-by-step guide:
Navigate to Company Settings: Find the Modules section and click on the Notices tab.
Click on the "+ Create Notice" icon: This initiates the process of adding a new project notice.
Select Type of Notice: Choose from options like Information, Site Bulletin, and Safety Bulletin to categorize your notice.
Set the Priority: Define how urgent or critical the notice is.
Populate Layout Fields: Add a title, subtitle, text, and any additional notes that convey the information effectively.
Attach a Report: Associate any relevant reports for easy access.
Add Attachments or Images: Include any necessary PDFs, images, or spec books.
Configure Notice Settings: Specify which users and projects should receive the notice. This is where User Titles, Projects, and QR Workflow options come into play.
User Titles: Tailor who sees the notice by adding specific User Titles.
Projects: Choose where the notice should appear on the Notice Board.
QR Workflow: Customize options related to QR workflows.
Click Save: Ensure all your changes are retained.
Note: All Users can view project notices when assigned to them. Only Full Users can edit and manage notices
Bulk Editing Notices
Streamlining your process is a breeze with bulk editing. Here's how:
Select the Checkboxes: Choose the notices you want to edit.
Click on the Actions Button: This reveals options for editing or deleting notices.
Choose Edit: To apply changes to multiple projects at once.
Define the Projects: Either enter project names or select the "All Active Projects" option.
Editing Project Notices
Fine-tuning your notices is simple. Follow these steps:
Navigate to Company Settings: Look for the Notice Board section.
Click on the Notice's Title: This allows you to view details and make edits.
Modify Notice Details:
Type of Notice: Choose between Information, Site Bulletin, and Safety Bulletin.
Layout: Adjust title, subtitle, text, and notes to suit your needs.
Report: Attach any relevant reports.
Attachments: Include additional resources like PDFs or images.
