Architects and Consultants have to complete field reports at least once a month. This guide tells you what to look for on site and how to prepare your report!
Apr 15, 2024
Field reports are critical documents for construction projects. They are records of exactly what is happening on the site and when. These reports can be used to certify payments and are usually requested by the Authorities Having Jurisdiction. Some jurisdictions require a Commitment to General review form to be submitted as part of the Building Permit. This commitment ensures that the Architect and Engineers have completed regular reviews during construction and that the work is in conformance with the design documents that form the basis of the permit.
Most Contract administrators enjoy going to the field. It offsets the hours doing paperwork, and being on-site is likely the reason you chose the role of CA. Watching the contract drawings come to life is one of the most rewarding aspects of the job.
Maybe this is the first time you’re going to the field, or maybe you want to make sure you’re creating reviews in the best way possible. Here are some steps to help you:
Sign in at the site office. This is usually a requirement from the GC. If you want the superintendent or other staff to walk with you, now is the time to ask.
PPE. Make sure you go to the site prepared. Always double-check the safety policies and procedures of that specific site and the General Contractor.
Note the weather and time. This is the information you should reference at the beginning of your report.
Plan your route. This can make your site walk more efficient. Ie, start at the exterior, then the lower levels and work your way up. This can also be useful for future reports so you can easily compare progress from the last visit.
Take more pictures than you need. You never know when you will need to come back and check these photos from the office. It always seems to be the item you need to see is just out of shot.
Take notes as you go. Trying to remember all the observations and deficiencies you see is difficult. Writing notes or using dictation on your phone is a great idea. Talk-to-text is incredibly helpful when you’re outside in cold climates.
Tools you need. Having a measuring tape is always important, and can also be used to signify scale in pictures. A laser measurement tool is great for measuring ceiling heights and larger distances.
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Are things on schedule? Has a specific building component/assembly not made progress for a while? Ask the GC about the delay and if the design team needs to do anything to facilitate progress.
Does the installation match the contract documents? Having a quick reference to the drawings is handy when you’re walking on-field. Of course, you can’t carry around an entire drawing set, and finding the exact details on your phone won’t be quick. Make notes of any details/items you need to check when you’re back in the office.
Are the finishes correct? Ensure the finishes that are currently installed align with the final material selected by the design team. This can include color, gauge, texture, etc. If any finishes are covered, ask the GC to remove a portion so you can confirm.
Is the quality of work acceptable? There are usually specific finish requirements noted in the specifications or drawings. There is also common sense and best practices in the industry. Are the tile joints misaligned, edges are raised, and you see cracked tiles already? These items show a lack of quality control and should be raised immediately. Use your knowledge and expertise to guide you.
Is anything damaged or unprotected? As materials are installed and built, it is important that they be protected along the way until the project is complete. For example, is the architecturally exposed concrete being treated with the care it deserves? Are people writing notes, dimensions, and elevations on it? The care that went into ensuring this beautiful finish will be ruined if it isn’t protected.
Do the dimensions look correct? Having a laser distance measuring tool in the field is incredibly helpful and helps you get accurate dimensions. This is especially important for ensuring all the mechanical and electrical finishes do not conflict with the finished ceiling heights.
Does the progress in the field match the payment application? If you are responsible for certifying monthly payment applications, take note of the progress (ie drywall, concrete, masonry, etc.). If the GC is progressing against materials stored on-field, be sure to check where they are stored and the quantity. It is important that the payment application accurately reflects the progress on site.
Are there any deficiencies? Noting the item's status is important to anyone reading the report. General Contractors and Subcontractors should review any deficiencies noted on the report as soon as they receive them so they can address them before work proceeds.
Step 1 On the cover page, note general observations/status on site, weather, time of visit, and attendees. The cover page typically includes a standardized company disclaimer.
Step 2 Select the photos you want to include in your field report.
Step 3 Provide a description of the photos or the area you are referencing. This is the time when you could provide details about progress or items that require attention. Be sure to provide enough detail that others reading the report can understand.
Step 4 Marking an overall status of an item is helpful when referencing the report. Marking an item as Observation, Deficiency or another status will help others understand the report and any action needed.
Step 5 Double-check your report to ensure you captured everything. PDF your report as one combined file. Do not send editable files to the team. This report is a record of your visit, and should not have the ability to be altered by other parties.
Step 6 Distribute the report. Ensure that everyone who needs a copy of this report is on the distribution list. If you think you may have missed anyone, simply include the statement “Please forward to any relevant parties I may have missed’.
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Creating the field report document is not as fun as being on-field. This often involves downloading hundreds of pictures to your computer, figuring out which ones should be included in the report, and then creating the report.
There are 2 different ways people generally create field reports.
# 1 Use Microsoft Word (or similar) to create the report . This is usually painful because as the report is made and high-quality photos are inserted, the file becomes slow and often crashes. It also becomes a pain to format, as every image is inserted and a description added can alter the layout.
#2 Use an app . There are some tools out there that are specifically designed to help Architects and Consultants create and format their reports (like Part3). Explore different solutions and find one that will make your field review reports more efficient. Don’t get lost in the abundance of tools made for GCs, this likely won’t be the format you need or track the information that’s important to you.
Book a personalized demo to learn how Part3 can make field reporting easier - and maybe even enjoyable !
Industry Insights
Academic assignments are very unpredictable. There are various fields, for example, Computer Programming or MBA, that you can be tested on, and one of them is writing a report. Whereas writing an essay is rather general, when report writing, you have to concentrate on factual information while taking any scientific and technical courses. Want to know how to write a report for a university assignment?
This article contains the instructions and guidelines concerning report writing, its target audience, and the problems to be addressed while completing the task.
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A report is a short, well-planned, concise document written to address a specific purpose (to analyze a situation or issue) and audience (educators, a chief, subordinates, etc.) When writing a report, you should ensure that you address the highlighted issue adequately, providing evidence for each and every fact you mention. However, if you struggle with any of these steps or don’t have the time to complete the assignment, you may consider using a homework writing service . If you ask, “How to write my report?” the following points will be useful for you:
Have a look at the example.
You may think that you need just a pen and a piece of paper to write a report. Indeed, you must have a set of skills to complete this assignment successfully. What are they?
But what if you don’t have the time or the skills to complete the assignment? In this case, you can use a “do my homework” service to help you with your report. These services can provide expert assistance with research, analysis, and writing to help you produce a high-quality report that meets your requirements and deadlines. Be sure to choose a reputable service that provides original and plagiarism-free work. With the help of a “ do my assignment ” service, you can save time and get the grades you need.
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Field reporting is a great way of gathering data and noting observations to help businesses, researchers, or students understand more about the projects at hand.
The result is informed decision-making, academic advancement, and the formulation of effective strategies.
Read on to learn more about field reports, their key components and benefits, and best practices associated with creating and utilizing them.
A field report is a document containing a compilation of observations, findings, experiences, and analyses gathered from a particular site.
Field reports include raw field data presented in a way that decision-makers can easily understand and interpret. This field data can be presented in various ways, including charts, graphs, histograms, images, and text analysis.
Field reports are used in many fields, including construction, scientific research, business, medicine, management, field services, psychology, and others.
The main objectives of field reports include:
Field reports are quite different from other types of reports used in field service operations, such as dispatch reports, financial reports, performance reports, and work order reports. These differences include:
Field reports are vital in ensuring transparency, communication, and efficiency in various fields and industries. Here’s how:
Field reports promote transparency by providing a detailed and accurate account of events on-site or in the field. They document real-time observations, experiences, and challenges of a particular project, initiative, research study, or task.
Since anyone can access this information, it helps build trust, confidence, and accountability between stakeholders, employees, customers, and the general public.
Field reports are a valuable medium through which stakeholders, team members, and decision-makers share information and insights. This leads to effective communication and collaboration among all stakeholders and team members involved in a particular task, project, or research.
One of the best things about field reports is that they provide stakeholders with a great channel to identify and solve problems promptly, improving operational efficiency. With the help of field reports, stakeholders can easily understand on-site challenges and even track progress in real time. This enables them to make informed decisions regarding resource allocation and streamlining processes to achieve the desired results.
Field reports come in different formats depending on the client and the kind of service being performed. What matters is that the crucial elements of the service, project, or task are documented accordingly. The following are the key components of a professional and effective field report:
Just like any other official business document, a good field report should include a title that clearly defines the purpose of the report as well as the date and time of the service or job.
One of the first and most important things you need to include in your field report is basic information about the customer and the technician or field worker assigned to do the job. The customer’s details may include their name, address, contact information, company information, and other basic information.
On the other hand, the technician information will include the name, address, contact information, expertise level, company information, and number of team members needed on-site. You must also specify whether the technician has been sent by a third-party contractor or is part of the in-house team.
This is the core of your field report. Under this field, you should list all the actions the technician or field worker must perform to solve the customer’s problems or queries.
That said, the technicians or field workers should clearly specify the exact procedure they’ll use to manage the situation and fix the problem at hand.
When writing a field report, you must include all processes, equipment, procedures, and tools used to do the job or complete the project. This helps stakeholders monitor resource utilization and project costs.
This is another important part of your field report. Under this section, list all observations made during the project or while performing the task. With clear documentation of all observations made, it will be easier for the stakeholders to understand the project at hand.
These observations can be presented in the form of text, tables, graphs, charts, or even photos, depending on the data collected.
Any challenges or issues faced by technicians and field workers during the project should also be documented in this section. Additionally, you need to list the various ways these challenges were addressed.
Customer feedback is an important part of a field report. Instead of relying solely on the technician or field worker’s side of the story, which can be biased at times, stakeholders must read about the customer’s feedback and remarks. From there, they can make informed decisions and formulate effective strategies.
Sometimes, a field report is diagnostic or explanatory in nature. This means that a field report may not always contain information on how to solve or rectify a certain problem. In that case, technicians and field workers should document all follow-up actions needed for a given job or project and assign them to the right people.
This section should also contain recommendations from the technicians or field workers on how to prevent various challenges or problems in the future.
One of the biggest challenges most companies in the service industry encounter is tracking the time technicians and field workers spend performing various tasks.
To overcome this problem, you need to include a section documenting the time technicians or field workers take to complete a particular task. This leads to better scheduling of jobs and improves time management.
A field report isn’t complete without being signed off by all parties involved. Most field reports usually include a section for the technician/field worker and customer to sign. Signing off a field report indicates that all the involved parties witnessed the successful completion of the job or project.
Before signing, customers should review the entire report to check that all issues have been resolved. On the other hand, technicians and field workers should confirm that they’ve completed all the tasks required to the customer’s satisfaction before signing off the field report.
Regular field reporting offers several benefits to organizations, including the following:
Regular field reporting ensures the visibility of everything happening on-site or in the field and fosters effective communication among stakeholders, managers, team members, and clients. This ensures that everyone is on the same page at all times.
For example, if a field report indicates several customer complaints regarding a particular service, it will indicate that the technicians need more training to improve their performance.
Additionally, stakeholders and managers can use these reports to identify best practices used by best-performing employees and share them with other employees to boost their performance.
With the help of regular field reporting, stakeholders can easily identify the specific resources needed to complete various tasks. If a certain task is taking longer to complete, stakeholders can simply allocate additional resources to speed up things.
Field reports can also be used to schedule jobs in a way that maximizes operational efficiency and minimizes downtimes.
For example, if a field report indicates that a certain job is completed faster during given hours of the day, such findings can be used to schedule jobs accordingly.
The more people a project or task requires, the higher the risk of misunderstandings and miscommunications. When team members do not communicate effectively, costly errors and frustrating delays can occur.
However, with field reports that clearly indicate who should do what and accurate information about what is happening on-site or in the field, disputes, misunderstandings, and miscommunications are less likely to occur. Instead, tasks will be completed on time, and the project’s overall profitability will increase.
All the data and valuable insights from regular field reporting contribute to data-driven decision-making.
With findings from field reports, stakeholders can make informed decisions regarding crucial aspects such as resource allocation, operational improvement, market expansion, and many others.
Although field reporting is an important practice in various industries, it comes with its set of challenges. They include:
Team members may use different field report formats depending on their personal preferences, training, and experience. This can easily lead to inconsistencies in the tone and content of field reports across the team.
One of the biggest challenges of most organizations in field reporting is resistance and defiance from their own field staff. Field reporting can be tedious and time-consuming, especially if the field staff is already occupied with other tasks.
As a result, most field staff may prefer to perform other duties than go on-site to collect data.
It can be challenging for field staff to find a balance between writing concise yet comprehensive field reports. Sometimes, it’s hard to include all the relevant information in a field report without making it too long and hard to read.
Although integrating field reports with other management tools or software is crucial for smooth business operations, it’s not easy.
Since field reports come in various formats, it can be difficult to integrate them with other management tools that accommodate specific formats.
Additionally, integrations between field reports and other management tools or software can be costly to develop and maintain. This makes it an unfavorable option for some organizations, especially for small(er) businesses.
Below is a simple outline to help you create your own template for field reports:
Want a downloadable template? Check out our template library !
Below is a simple template for field reports:
By tracking key metrics and trends in field reports, organizations can easily identify areas for improvement in their field service delivery.
Teams can use this information to formulate effective strategies to drive field service excellence and increase revenue. However, you can utilize constructive customer feedback and iteration to ensure you create field reports that meet your business needs.
If you need help creating more accurate field reports, give Workyard a try today!
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Examples.com, “ Field Report ,” Accessed on October 21, 2023
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Starling marte plays another full rehab game as he nears mets return.
Starling Marte played nine innings with Triple-A Syracuse in his second consecutive full game during his rehab assignment and went 0-for-3 with a sacrifice fly.
The outfielder, recovering from a right knee bone bruise, is expected to return to Citi Field on Saturday and possibly be activated on Sunday.
It will be curious how the Mets use the 35-year-old, who hit pretty well (.745 OPS) before the injury but had been a liability in right field. J.D. Martinez is their everyday DH, and lefty-hitting Jesse Winker was added at the trade deadline to hit righty pitchers.
It is possible the righty-hitting Marte is used often against lefty pitchers, but manager Carlos Mendoza did not call him a platoon player.
“He’s a big part of this ballclub,” the manager said before beating the Marlins, 7-3, at Citi Field . “We’re going to need him, and we’re going to need all of those guys. I’ll mix and match.”
Dedniel Nunez threw a 20-pitch live batting practice in his first time facing hitters since a right pronator strain was found following his July 23 outing.
If he bounces back well, Nunez could begin a rehab assignment Tuesday with Syracuse, Mendoza said.
“I feel 100 percent healthy, and I’m excited about it,” Nunez said through interpreter Alan Suriel.
The Mets have fired several scouts in the past few days, according to several reports that Stearns did not want to confirm or deny.
“We have a very large scouting staff,” Stearns said. “We will continue to have a very large scouting staff.”
Stearns was asked about the ESPN report that floated an idea going through MLB in which starting pitchers would have to pitch a minimum of six innings in a start (with several pitch-count and runs-allowed loopholes).
“I am all for continuing to discuss and ultimately implementing ways where we can both enhance the importance of starting pitching in our game and hopefully limit the injuries of starting pitchers in our game,” Stearns said. “I think we are a long way away from completely implementing something as drastic as a six-inning rule.”
Jeff McNeil’s two-run home run in the fourth inning was his 250th career extra-base hit, breaking a tie with Keith Hernandez and Todd Hundley for 17th all-time in Mets history.
— Additional reporting by Bridget Reilly
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How to Begin. Field reports are most often assigned in disciplines of the applied social sciences [e.g., social work, anthropology, gerontology, criminal justice, education, law, the health care services] where it is important to build a bridge of relevancy between the theoretical concepts learned in the classroom and the practice of actually doing the work you are being taught to do.
A field report is a structured account of observations and findings made in a natural setting such as a workplace, community, or habitat. It is used to gather data on a subject within its natural context, providing a deeper understanding of the subject matter. Field reports are an essential tool in numerous fields, including anthropology ...
A Field Report is an essential document for capturing and conveying real-world data and experiences. This guide, complete with insightful report examples, will navigate you through the process of creating comprehensive and effective field reports.Ideal for professionals in research, anthropology, sociology, and various field-based disciplines, this guide emphasizes the importance of ...
Field Report - Steps, Structure & Data Collection. Researchers write field reports to combine the theoretical concepts learned in the classroom with observation methods applied out of the classroom. Field reports are used to describe an observed event, person or place and analysing the observed data to identify and categorize the themes about ...
Write the introduction. Don't explain your readers what is field trip report. Instead, provide a bit of background information about the objective of your report. Describe the theoretical perspective and talk a bit about the various types of observations you've used. Write the Description of Activities section.
What this handout is about. This handout provides a general guide to writing reports about scientific research you've performed. In addition to describing the conventional rules about the format and content of a lab report, we'll also attempt to convey why these rules exist, so you'll get a clearer, more dependable idea of how to approach ...
Refers to notes created by the researcher during the act of conducting a field study to remember and record the behaviors, activities, events, and other features of an observation. Field notes are intended to be read by the researcher as evidence to produce meaning and an understanding of the culture, social situation, or phenomenon being studied.
Field Report Template Header - Title: Describes the purpose and scope of the report - Date: Date of the report - Author: Name of the person writing the report Introduction - Provide background information on the project or assignment. - State the purpose of the field investigation. - Outline the scope and limitations of the report. Methodologies - Describe the methods used to collect data.
1 Choose a topic based on the assignment. Before you start writing, you need to pick the topic of your report. Often, the topic is assigned for you, as with most business reports, or predetermined by the nature of your work, as with scientific reports. If that's the case, you can ignore this step and move on.
Generate reports from completed checklists. Free to use for up to 10 users. Start using template View template in library. A field report template is used to document the observation and analysis of a specific project. It is used by researchers to perform the following: Define the objective of the field report. Define the theoretical framework.
1. Job Notes: Researchers use this method of taking field notes whilst they are conducting the study. These notes are taken in close proximity and in open sight with the study's subject. These notes are brief, concise, in the form that can be built on by the researcher later while creating the report. 2.
An assignment report has the structure of a typical scientific article: a preamble, an introduction, a description of the methods, the main results, a discussion of the results, and references. The preamble material is the title, author, and an abstract of the report. The introduction, for an assignment report, is usually short and factual.
1. Choose Your Topic. If it hasn't been assigned to you already, you need to choose the topic of your report yourself. Be mindful: your choice can make or break the quality of your paper. For example, if you pick a topic that's too niche or complex, you may not have enough reliable sources to include in the paper. .
How to Begin. Field reports are most often assigned in disciplines of the applied social sciences [e.g., social work, anthropology, gerontology, criminal justice, education, law, the health care professions] where it is important to build a bridge of relevancy between the theoretical concepts learned in the classroom and the practice of actually doing the work you are being taught to do.
Typically, your executive summary should be a one-pager (one and a half pages at worst). To summarise a 3000 - 5000-word document into one page is no easy task, so you'll need to: Present only the most important information (key insights, recommendations, etc). Write concisely - i.e. with brevity and completeness.
How to Begin. Field reports are most often assigned in the applied social sciences [e.g., social work, anthropology, gerontology, criminal justice, education, law, the health care professions] where it is important to build a bridge of relevancy between the theoretical concepts learned in the classroom and the practice of actually doing the work you are being taught to do.
Version: 2018-05-31. An assignment report for a course in the Queen's University School of Computing should be written in the general format and tone of an article in a peer-reviewed journal. There are at least hundreds of style guides that provide extensive and detailed information; a useful technical guide is published by the Institute of ...
Synonyms for ASSIGNMENT: task, job, duty, project, mission, chore, responsibility, function; Antonyms of ASSIGNMENT: dismissal, discharge, firing, expulsion ...
Paper and report design and layout templates. Pen perfect looking papers and reports every time when you start your assignment with a customizable design and layout template. Whether you want your paper to pop off the page or you need your report to represent your data in the best light, you'll find the right template for your next paper.
Synonyms for assignment include job, charge, task, duty, mission, commission, responsibility, work, business and chore. Find more similar words at wordhippo.com!
Step 1 On the cover page, note general observations/status on site, weather, time of visit, and attendees. The cover page typically includes a standardized company disclaimer. Step 2 Select the photos you want to include in your field report. Step 3 Provide a description of the photos or the area you are referencing.
The first chapter of your report should introduce the topic under discussion, some known information, and your approaches to the topic and how they relate to the other works. The main body. A good report, the topic of which is well-researched, should have 3 sections in the main part - methods, results, and discussion.
A Basic Field Report Template for Field Service Companies. Below is a simple outline to help you create your own template for field reports: Header: Company Logo, field technician name, date, and job ID. Client Information: Name, address, contact details, and service type.
Starling Marte played nine innings with Triple-A Syracuse in his second consecutive full game during his rehab assignment and went 0-for-3 with a sacrifice fly. The outfielder, recovering from a ...