Agree the project and people
Identify the first project, its manager, the people recording site work and those who review approvals. Confirm client access separately from administrative responsibilities.
Record a working day
Choose a project and reporting date. Record completed work, manpower and site issues, then check that the report contains enough context for its reviewer.
Review the next action
Use tasks and snags for follow-up work. Record material movements and inspection decisions in their own workflows so that a daily note is not mistaken for an approval.
Prepare your rollout
Confirm users, capacity, file handling, report formats and support scope with AuraCube. Provider-dependent functions are available only when configured for the workspace.
Written by Hamees Momin, founder of AuraCube.