On the Critical Site Conditions page, record Opening Site Conditions and associated Comments. Once created, the data can be included in Reports generated from the Plan Builder.
The Critical Site Conditions page is located under the Opening - Administration - Critical Site Conditions button.
Critical Site Conditions may be added individually or as a group if any have been identified as a default in the master list.
Add the Default List of Site Conditions
- Click Add Default List
Site Conditions identified as Default in the Master List will be added.
Note: A Site Condition can be assigned as a default here: Master List - Site Conditions.
When Data is in the Grid
If Add Default List is clicked when data is in the grid:
- Click OK to delete the current list and replace it with the defaults from the Site Conditions Master List
or - Click Cancel to leave the list intact
Add a Site Condition
- Click +Add
- Click in the Site Condition data entry field to display a list of Site Conditions
- Select an item from the list (required)
- Select the Applicable check box (optional)
- Click Submit
If a desired Site Condition is not available in the pick list, it can be added here: Master List - Site Conditions.
When Site Conditions are added, Phoenix Connect will load the Site Conditions and associated Comments.
Note: A Site Condition can be added more than once.
Edit a Site Condition
- Click in a field
- Enter/change content
- Click Submit
Note/Comment fields
- Click in a Comments field
- Edit the content
- Type/Delete data in the field
or, - Select the Master Comment button to append or replace content.
- Type/Delete data in the field
- Click OK
- Click Submit to save
Delete a Site Condition
- Click the Trashbin icon for a record in the grid
- Click Submit to save
Report
Click Report to download the currently displayed list to an Excel file.
Find Opening
Use Find Opening to navigate to another Opening.
See this article for details: Opening Navigation