Track and close Log-Its

Find Log-Its, move them through to closed, and keep follow-up on track.

For administratorsPortal3 min read

Go to Log-Its › Logs, or open a job's Log-Its section. Search by description, and filter by status or label.

A typical follow-up

1. Review it Open the Log-It. Read the photos, markup and comments.
2. Pick it up Set the status to Assigned or In Progress so others know it's being handled.
3. Bring people in Share it with whoever needs to act, such as a contractor as a Commenter.
4. Record progress Add comments and photos as the work happens. Use On Hold if it's waiting on something.
5. Close it Set it to Resolved when it's fixed, then Closed once confirmed.

Tip

Filter by Open each morning. Anything still Open hasn't been picked up yet.

Note

Log-Its needing follow-up also appear on the Work board.