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How-to (step by step)Job ManagerView & mark up item paperwork

View & mark up item paperwork

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Every item carries its own worksheet — the shop drawing and full specification. You can open it on the floor, mark it up, and pin notes, so a change or a query is captured right on the paperwork for the next person.

Select Worker (sign in to the kiosk) first — item paperwork is opened from a signed-in job item.

Opening an item's worksheet and marking it up.

Step by step

  1. On the Job Manager, click a job number to open its items (you must have signed in with Select Worker).
  2. On the item row, click View Paperwork — or right-click the item and choose View Item Paperwork.
  3. The item’s worksheet opens full-screen. Use the selector top-left to switch between the job’s items.
  4. Draw to sketch a change or highlight a detail, Text to type on the page, and the colour swatches to switch pen colour. Clear removes your markup.
  5. Add Note pins a comment to the sheet for the office or the next worker.
  6. Save Markup to keep your annotations on the item; Close exits the viewer.
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