Forms and Files from Foundational to Future

KATHRYN SCHMIDTBERGER: Welcome, welcome, everybody. This is Forms and Files from Foundational to Future. And we'll go ahead and jump right in. I'll give you a little bit of information about myself. My name is Kathryn Schmidtberger. And I'm the strategic planning manager for Westport Construction. My name is not as hard as it sounds. It is Schmidtberger. Just split it apart. And the burger is not the fun one that you get to eat unfortunately. I have 15 years of construction experience.

And for about the past decade, I've been focusing exclusively on affordable housing. Over the course of my career, I have implemented five different project management softwares. It seems like every time I show up at a company, within the next year or so, they're wanting to change software. And I always seem to get tasked with it, which probably explains why now I'm in the position I'm in. So I've been doing strategic planning for about a year for our company. And before that, I was a project manager, boots on the ground, running the jobs.

Since we'll be spending about an hour together now, I figured I should tell you a little more about myself. I do have some hobbies. They include camping and off-roading. And when we go, even my cat likes to come along. That's my little Gus. And then I also have a couple other hobbies, which is spinning yarn and quilting. So to get to know you guys a little bit, I'm assuming most of you are construction professionals. And I have a question, which is, do you have unfinished projects at home? Because I don't know a single construction guy who isn't at home fixing his kitchen, building out a bathroom, or something else, which always seems to be in progress.

I tend to hire people to do that. But instead, I do silly things like this. This Is my sewing machine, Peggy. And I bought it from an antique store. She did not work. Brought her home, refurbished her motor, changed out a few parts, and now she runs perfectly. And I quilt with her all the time. I wanted to talk a little bit about my company, which is Westport Construction. And this is not to hype them up. Although I do love them dearly.

But so that you know where I'm coming from in my perspective on using Autodesk Construction Cloud and processes for construction. So Westport focuses mainly on affordable housing and multifamily construction. Our typical project size is somewhere between 25 and 35 million. And because it's multifamily, we'll have varying amenities. We also have a sister company WPIC Construction. And they focus on multifamily market rate.

So their projects are a little bit bigger, have a little bit larger budget, somewhere in the range of 45 to 80 million. And they get to do a lot more interesting amenities, like roof decks and pools on the top. I wish I had built some of those. The picture here is my last project, which got [? seen about ?] in December of 2022. This is an 80-unit building which houses mostly homeless now. And it's one of my favorite projects that I ever built and also probably the last one because after this, I transitioned into the position of strategic planning manager.

So just know that this, giving a presentation to all of you people, is not my natural habitat. My natural habitat typically looks more like this. On a job site, under construction, there's nothing better than the energy of a job site. So I still love to go and visit the jobs regularly. And I always hope when I show up that I'll see things like this.

Crews gathered around a table and a monitor, looking at plans, sharing the most recent information or carrying around some sort of tablet, maybe their phones, to be checking what's the latest update on that RFI or looking at a submittal while they're laying things out. Because we've done our implementation, so of course, everything is perfect, right? I mean, come on. Everybody just follows it once you've trained them. But often, we find with files that dusty files want to persist.

People are searching on the server, a local drive, maybe email to find the document, in some cases, even an old file cabinet. Or they're working off of the wrong copy because they've just got so many. They don't know which one is which. And my personal favorite, when we get to forms, you're looking at obsolete forms, something that we haven't used for decades maybe, forms that aren't being used because they're in a pile like this so they're not even being filled out.

Or worse, we say how'd you do it? And they said, I just sent an email or texted. And my final personal favorite is finding the magical, new company forms, something I've never seen before in our company. But there it is on a job site being used. I mean, who hasn't had that happen? So how do we overcome these woes of implementation? For myself, I like to look at implementation as an ongoing process.

It's not a one and done. It's not something that you're trying to race to the finish line. I mean, I wish it was as simple as drawing the start and the finish right next to each other and being able to get there with a click of a mouse or a short one-hour training. That's just not how it works any longer. So you can't gather your cohorts together and say, come and listen to me for an hour. And you're going to know all of it. And think about that for yourself, too, in sitting in this presentation.

There's going to be a lot of information thrown at you. And you're not going to get it all in the first swipe. So make sure, if you're watching this as the recorded copy, that you grab the slide deck and the handout. There's a ton more information in there. That'll help you use this going on. Because, for me, I like to think of everything as a culture of learning. Learning is something we're going to continue to do over time. Implementation takes time. It takes all of that-- it takes additional time for you to retain the information.

You've got to see it more than one more than once to know how to use it. Now, the last part of my process for overcoming the woes of implementation is to think big but start small. So we want to know where we want to go. And we want to create a roadmap with steps along the way because you often can't take something and go from zero to hero in a day. You need to start with step one, which is your foundation, and then layer on top of there.

For me, it's usually three or four phases. First, foundation. Second, adding an additional layer. And then third time being really cementing where we wanted to go with this implementation. Now, in the next slide, we'll look at how that works. And I'll bring up a couple of topics that are what we're going to look at specifically in this presentation. So my process of thinking big but starting small.

In this case, one of our big items that we're driving towards as a company is capturing all of the issues right away in construction in Autodesk Construction Cloud. But I know I can't just tell everybody in the field, make an issue for all the things because it's not going to happen. Instead, my starting small was to use a form to drive issue creation and start creating that process as a daily item that everybody contributes to.

Next, we were looking at material tracking and how many hands were touching that material ticket before it got to its final home. In this case, we were looking to automate directly to the accounting department what material had come on site without it having to touch multiple hands or be entered in multiple places. So we modified the daily report to include materials.

And then we'll be able to take that data and use it in the future to create the automation so that it doesn't have to be touched by anybody else. And that data set that we're creating is now useful for us. The last thing we'll talk about is better data analytics and business information processing. Well, Kathryn, you said we're only going to be here for about an hour. And that's true. This is a gigantic topic. This is something that every company is striving for. And we as a company will continue striving for it, even after my first phase.

It's a continual process, again, that culture of learning and ongoing implementation. But in this case, the starting small step was getting better data into our ecosystem so that we can begin to get data out. And how we're looking at that in relation to this class is how we reworked daily reports to integrate with Power BI for tracking labor trends. And that's one of our small steps to start to build our data set so that we can get better data analytics in the future.

With that, we'll go ahead and move forward to files and forms, which I like to call the often forgotten but powerful ally. Up first will be the simple setup for files. There are three folders that I would tell you to start now if you're not doing any at all. First would be a Plans file. , Second, RFIs,. And third, Submittals.

This is what it'll look like when we're done adding those. And in the next video, we'll look at how do we add those files. And I'll talk a little bit about why we chose those three. So here in ACC, you'll start by clicking on Files. And then you will move to under Project Files, which is always there, use the three dots to get your More options and add a subfolder.

Here, you can type in your name, whatever name you want. Certain special characters the system doesn't like. But otherwise, you can type in your name of your folder. One thing to note here is that these files will sort alphabetically. So if you want to control what order they come in, you're going to want to add a number or something else that keeps them in that correct order for your company standards.

In my case, I let them be for now because I like to keep it simple. So when we're first integrating, simple is better. It gets people using the system. Now, the next thing we're going to need to do is add permissions to these folders so that everybody or whoever we need to access that information can. So there's a couple of options here.

The permissions is found in the same spot that we found the folder, which is in the More Options on each folder or on the project file. Something to note here is if you set a permission on the project file, which is this very first folder, that permission will carry through to all of the folders underneath it. So you're going to want to be careful as to what you set there versus setting permissions on each of the folders themselves.

Now, in the next video, we'll look at how we get there. And again, we're going to be using that three dots which gets you to the options. So same place, clicking on those three dots, we'll move almost to the bottom and find the Permission Settings. You will get a flyout that shows you what permissions are already there. Then you can click Add. We'll talk about how you add people and companies. And then we'll look at the various permissions that you can select from there.

The last thing you'll do is click the Add button so that it will be added to that folder. Again, you can do folders. Or you can do it on the project file and those permissions will assign to everything underneath. Adding permissions, you have three options. You can add them by people, by role, or by company. Now, for myself, I don't want to continue to manage who has permissions throughout the entire course of the project.

So I do not like adding by person. My preference is to add by role or by company. And this is because, over the course of construction, you might have people come on and off of the project. You may have an architect who changes who's assigned to the project once you get to a certain phase. And therefore, every time somebody comes on or off, if you assign it by person, you're going to have to manage all of their permissions whenever you're adding a new member.

And I know, for our projects, we'll easily have 200-plus members. It's getting higher and higher every day. I don't want to have to deal with all of that. If you don't know what roles are and how those work, look it up. Search it on Autodesk Construction Cloud Help or in the Learning Center. There are classes on that. This will allow you, though, to select depending on the role that you gave to that member when they were added to the project. It will then automatically give them the correct permission set.

So that is always my preference. I prefer to filter by role. Unless there is a specific reason, I would only want one company or two companies to have access to something, in which case, then I use the company setting because then, no matter who in their company is coming into the system, they'll be able to have access to the same items. Now, there is one last option, which is slightly hidden, which is the everyone option.

This is great for folders, like plans, RFIs, and submittals because anybody on your project, you most likely want them to be looking at those as they are used for everything. So when you get into the Add, if you just type Everyone, that option will come up as well. And then whenever a new member is added to the project, they will automatically have access to those folders. Now, looking at file permissions, there are a lot of them.

I'm not going to go into detail about each one. But I'm going to talk about the top three that I use. First, you have two options for viewing files. I like to use the View and Download Files. While we hope someday that everybody who's a stakeholder on the project, everybody who's adding information to the project is in ACC, so they'll easily get all of their information through there, we know that people still need to download those into their own servers, file structures for record drawings.

Therefore, I always want to make sure I give people the option to download the files so that they can have those for themselves. Next up is the Create. I honestly don't use these two options very much. But go check out in the handout, I put a little bit more information about them so that you know why your company might use them. Then we come to Edit and Manage. These two realistically are what I use for my team.

So anybody in our company is going to have at least an editability which allows them to upload, put markups, and do some changes to any of the folders and files that they have access to. And then lastly, all of my project admins will be able to manage. The biggest difference between edit and manage is the ability to delete. So typically, I don't want everybody on the project to be able to delete because then you might end up with all of your files disappearing by accident, when somebody's cat decides to walk across the keyboard.

But they are retrievable. So it's not a huge concern. Lastly, why did I pick these three folders as our starting point? First, like I said, this is the information most used on the project. We don't want to withhold RFIs from anybody. We want everybody who's building something to know that there was a change to that corner or that there's an updated detail or anything that's occurring in that case, the same with submittals.

Let's be honest, the cabinet submittal isn't just for the cabinet guys anymore. Everybody needs them. And so we want our subcontractors as well as our owners, architects, and any other stakeholders to have access to those whenever they need them. Also, like I said before, with the project stakeholders, like CMs, architects, and owners, they're going to need those documents for their own records. And that makes it easy for them to download a final PDF of it so that they can keep up with their file keeping.

And by making it easy for them to get what they need, they're more likely to come in and use the system with us, which is really what we want. I want everybody in there playing together in the sandbox. Lastly, I want to encourage my teams to use those documents as backup throughout ACC. So we're doing change orders or a secondary RFI, something like that.

Anywhere that has a document package, you are going to be able to pull directly from Autodesk Docs to get those items. So again, for us, change orders all the time. RFIs and submittals are backups for those. Or various plan sheets are backup that we need attached to that document. And this makes it really easy for our teams to stay in ACC throughout the day without having to go search other places.

So they're not looking on a local drive somewhere. They're not searching their email for that PDF they know they received but didn't get saved where it should be. If we drive everything into the system, it makes it so much quicker for their workflows to get everything attached. And at the end of the day, it makes our backup and our document management so much easier. Lastly, aside from the document package, anywhere that there are attachments throughout the ACC platform, you will be able to attach from Autodesk Docs. So if you need those as reference or any of that, it's right there.

Moving on, we'll begin to talk about foundational forms. And again, I don't know if you've noticed yet. But I have a thing about threes. So three forms to start working with right away. Now, I have two that I'm going to recommend right out the gate. But I do really think you should use three. So we'll talk about what other things you could do. The first one is a daily report. And this one is fantastic to do as your first form because ACC has a template built for you.

So we can look at how to modify it to make it work for your company. And then you can get it out the door. Also, because the daily report is done daily, it means you're going to start to drive that engagement with the system. It's not something your teams can put off because they're going to have to do that report on a daily basis. And the more often we get people to work with the system, the more they'll become confident and comfortable with it. And they'll be able to know that they can use it and how to use it.

And then they'll start coming to you with, hey, how about this? Can I do this as well? And that's when the magic really starts. Next item that we used and is high on my recommendation list is a safety checklist, same reason here. It's a daily-reported thing. Perhaps your company does it on a weekly basis. But it's going to be occurring regularly. And it's going to engage different team members in using it.

And we'll look at the safety checklist and how I've used those to drive, like I was talking about in the think big, start small, drive issue creation. Now, my suggestion is to pick another form for your company, something that you use regularly, hopefully more than once a week, at a minimum at least once a month so that your teams get comfortable and confident with using them. And they're constantly engaging with the system.

Does anybody have any ideas on these? We had a couple we worked with. One was weather event forms. Problem for me is we're in Southern California. So we only really have weather events, like, once a year. In a bad year, maybe two months. So this form didn't offer enough engagement for me. And we moved on to doing delay notices in there, which worked out also when we were doing rain delay notices.

But again, hopefully, we don't have a ton of delay notices on the project, right? We want the projects to be moving along on schedule. So does anybody have any other ideas of forms you might use? Well, if not, check the handout. There's some additional ideas in there. Once you've selected your forms that you want to get into the system, we're going to talk about form basics and how we can make those happen. So there are four things I will cover in this, which is we're going to look at what templates are provided in ACC.

So they're already started for you. And you can modify from there. We'll also look at how to set up your permissions on the forms, how to modify them doing some basic modifications to make them work a little bit better for your company, and then also, my favorite, conditional logic and how we can use conditional logic as we continue to build our own forms or adding it to existing templates.

First up, we'll be talking about the templates that are provided automatically in the system. So if you're starting with Autodesk right now, as of this recording at least, these first four are the ones that will auto generate in your project unless you've turned them off, or you're using a company template. So you will have a sample daily report. There's also a daily and safety inspection checklist.

This one was not the one that was in ACC when I started with it. So instead, I have this one at the bottom, the superintendent safety inspection, which is what was the old version. And I'm going to be showing you guys this one a little bit. If you like it and if you want to get it so that you don't have to do all the work of putting it together, if you message me on LinkedIn, I will give you access to this project so that you can import that template into your own system.

Just let me know that it was for this class. And I'll get back to you. I promise. The other two templates which are in here are the job hazard analysis form and a timesheet form. We don't use timesheets. And the job hazard analysis, this is something, if you use it, you've already got your own form for it. If it's something that your company's going to start using, then take a look at this one.

It's already formatted in here. It looks like a very standard JSA that most of us have probably seen. So I won't be really digging into those two. But I will be looking at the daily report. And then we'll be talking about the daily safety inspection sheet or the superintendent safety inspection sheet. All right, so using the existing templates and basic modifications, we're going to go ahead and jump into the system in a minute. And we'll be starting in Forms.

So we're going to be looking there. And you're going to go to the Template tab to find the templates, which is then where we will start to edit them. This video, you can see we're clicking on their Forms. And then we're looking for that Templates to get to that tab. From there, we have the ones I was talking about, those five. In your case, it might be four. Click on the one you want to modify. Look to the flyout for the Modify Template. And now we're in here.

And we're ready to start looking at how are we going to work with this daily report to make it a little more user friendly or modify it for what your company requirements are. So daily report basic modifications to consider, from the video, you saw when we get into the Template Builder, it looks like the picture on the screen now. It's a little bit easier for me to talk over these items when we're on a static screen. So we'll talk through what each of these are and how we can modify them.

One of the things I'm going to recommend right away is template title. Make sure you go ahead and change it because it says sample. And if you don't change that, you're going to have all of your forms coming up saying sample daily report first. Template type is for, when you're building templates, you can use the ACC templates as a starting place. So in this case, you're not going to modify that because we're working with a daily report. Something else you'll find in forms is that there are a plethora of places to add additional descriptions.

So there's a description here for a placeholder of just the template overall, what is it? One note is that you don't have to fill these in. It won't really show up when the form is coming. It's not going to show up as a blank spot. It's just going to show up as white. So it's not going to look like there's something missing. Or you can fill them all in if you have a lot of information and directions that you want to give to your teams.

On the daily report template, the first section is the work log, which, for a daily report, is probably the most important thing. Who was on site? How many guys did they have? And what kind of work did they do? Again, right under there, you have the placeholder description where you can add additional notes as to what information needs to be included below. By default, all of the options for the work log are open.

But you can toggle these on or off. So you want to look at your existing daily report. Or if you are updating standards, talk with whoever your standards person is to say, which ones do we want? And how are we going to use them? For our company, when we shifted to this, we were looking for that output I was talking about with getting better data analytics on our labor force of how many people did we have on site, how was the project being staffed.

So the important things for us was the company, the number of workers, and what work did they perform. We weren't looking to track regular hours and overtime hours because we're a general contractor. And we do not self-perform work. Now, if you're a subcontractor or you're a GC who's self-performing, those might be important options for you. So I'll talk for a second about discipline and role.

We turned off role because these are the roles related to the member setup. And in our case, it didn't work that way because we're talking company overall. And we're not tracking by person. But we did leave on discipline. Discipline is a section is a section where you can add specific items and you can also leave it freeform for whoever's filling out the form to add additional options. So we left that in the case of if we have a subcontractor who's performing multiple trades and we want to track how big their workforce is for each of those trades.

For example, we might have a company that's doing our lath and plaster. And we want to track how many lathers they had on site versus how many plasters they had on site because both of those are driving our schedule separately. So then we can select the company. And we can give them two options, which is, first, it would be, well, me. Let's say it's Kat's Lath and Plaster. So we would select Kat's Lath and Plaster. And then we'd select the discipline, Lath, and put how many guys were lathing.

Then we would create another entry that's Kat's Lath and Plastering. Select the discipline Plaster. And then put what the size of the crew was for that. That way, we can really dig into the details of what's driving our schedule or not. Next up is the weather section. So what's interesting to note here and very important is that it is not a default selection. And there's a good reason for that.

When you add the weather in a project for the first time, so you've started your new project. You go in. And you you're editing your template. And you add that weather section. You are going to get a pop up that asks you for the zip code. Now, unfortunately, I didn't capture this in my videos because the first time it happened, I wasn't videoing. But it will be there. And you must enter your zip code. This is what will drive the system to know what weather to gather.

So if you are setting up master templates for your company, consider not adding weather to them, and making that part of your new project setup. But once you add weather, it does grab the weather information for the day that the form is created for 7:00 AM, noon, and 4:00 PM so that that information is automatically tracked. And whoever's entering these forms in the field doesn't have to add that.

Now we'll watch, on the next slide, a little video that's going to show how we can modify and add all of these. And I'll talk us through it. So in here, you can use the gear to get the list of your options. And you can toggle them on or off. You can also drag and drop, like here, grabbing Discipline and moving it down. And you can keep modifying those until you get this exactly like you want it.

Then if you go to Weather, click on it, and it will automatically come to the top. Also, in Disciplines, you can add the fields you want to be there. And you can allow for people to do free responses or not. So that's your call there. You can edit templates as you go along in the project. So if you don't allow free-form text, it's OK because you can, as a manager for the template, add more later. But just remember, then you've got to consider the workload and flow of how will we add more disciplines later.

All right, we'll go ahead and move forward to talking about materials and equipment. For our company, materials was an important item because we want to know when materials are coming on site so that we can make sure that we're gathering all of that information that our accounting department needs. Being affordable projects, we need to gather conditional and unconditional releases all the time. And knowing who worked and who provided materials throughout the month is very important to our accounting department for ease of getting all of that done.

This is an area where there's not much control. So in the Template Builder itself, you're really not going to see anything except being able to add a description. Otherwise, there's nothing to edit in either of these sections, which is a little challenging. My suggestion is to add a description in the placeholder description of what you're looking for, the person who's creating the form to track in those areas.

And it really becomes a training item for your company as to how do we use these two sections. Now in this slide, I'm showing you what they look like. So Materials is over here on the left side for me. But it might look on the right for you. There are four options. They are not required fields, which means, when you're filling out the form, you can put information there or not put information there.

So for our standard, our goal is to put what material arrived. So we would say electrical items, fixtures, maybe a little bit more description, windows for this building, windows for this floor. And then in the comment, we're going to put which subcontractor is it and what supply house did it come from. Because that's all of the information that our accounting department needs. I don't need to count quantity and unit.

But if your company does, you can adjust those your standards and your training to make sure you encourage your employees to put the information you need. A last note on this for material and for equipment-- they're the same-- all of these fields are text boxes. So you could use them for whatever information you want to put in there. While it says unit and quantity, you could type something else in there.

That becomes a training issue, though, of everybody in the company knowing, by quantity, we don't mean quantity. We mean x. Not my preference as how to do it but something to consider if there's another bit of information you really need. A couple of last steps in the daily reports. This is going to sound really silly. But we removed signature. In the Template Builder, you'll have a block like this that says Signature.

There are, again, places for descriptions. And you can change the title here from Foreman Signature to maybe Superintendent or On Site, whoever it would be in your company. But I cannot tell you how many of the superintendents called me and complained about this when we first rolled it out. So then I had to go try it myself. And this is what it looks like when you sign a signature. The signature comes up as a block that you need to write in.

So on a tablet or a phone, you're scribbling with your fingers. And on a desktop, it's even worse because you're having to use your mouse. So this is what mine looked like. And after I saw this, I was like, I get why the guys don't like it. I will admit this signature isn't the worst for me because my handwriting's pretty bad. But it definitely is worse than usual. So we settled for the fact that, under Form Details, when you submit a form, it will lock in who submitted it and on what date.

So we can track who actually did all of the inputting. As long as every one of your employees has their own user, then they will track the correct name there. So something to consider for your company as to, do you remove the signature or not? Like I said, I can't tell you how many calls I got about the signatures and everybody just hating them. So we took them off. And It made adoption so much easier. Everybody was really happy when we were able to take that away.

It simplified the process. And they didn't feel like they had this childish-looking thing on the form that they were submitting. Last steps in your Forms is to reorder and save. If you need to, you can use the three dots at the side of any of the sections to get more options to move that section up or down and rearrange into the order that you're looking for. So perhaps you don't want weather right at the top. You want it at the bottom. So the information you need filled in is above it. You can move those items around.

One thing that I find in Forms that I am more likely to do than anywhere else for some reason is to forget to save it and to just move off of it. So make sure, in Autodesk Construction Cloud, big, blue buttons are action buttons. If you see one on the page, read it and make sure if you need to do it, you do it. In this case, the Save button is up at the top to make sure that you save any of those modifications.

Moving on from there, we will move into form permissions. So the next slide's going to be just a short video to show us where to find the permissions. And then we'll talk through each of them from there. Starting again in that Templates tab under Forms, we'll select the template that we want to work on the permissions for. And the flyout itself is where the permissions are.

The first permission down is your collaboration mode. Who can edit it and when? This is really important because the default is going to be to a single contributor, which means that one person, being the person who started the form, is the only person who can edit it. You can do the dropdown. And you will also see Collaborative, which is fantastic because then you can assign multiple people to work together.

In the case of a template which is built in Autodesk Build, collaborative means that they can work together at the same time if you're uploading a smart PDF as the base for your form, it will give you the option for sequential. So then they can move it between each other by assigning it to each other to collaborate on it. All right, so set up permissions. We'll go ahead.

So like you see there, the first one is the collaborator mode. Select your option there. And then you move down to Set Up Permissions. And we're looking at Edit first. This is anybody who can edit the form. So that means that they can create it. And then they're able to add information to it. At the start of the template, you're going to have project members as a role in here. Be very cautious with this one. You can toggle it off.

But I know, in our setup of members, everybody's a project member at a minimum, which means that, if this is in here as a role, anybody on the project has the ability to edit it. So think about checking that because it is set as the default for the templates that come from ACC. Definitely don't skip over setting permissions. In here for Edit, I often, again, like to assign by role. So we have a role in our company that's superintendent, project manager, project engineer.

We go ahead and add all three of those. That way, if somebody's out sick, when somebody's on vacation, we don't have to go modify permissions for somebody else to take it over. So we would say, number 1 person who's typically going to fill it out is the superintendent. Next step would be the project manager. If they're both gone, then the project engineer might be the person who's doing the daily report that day. So we manage our teams knowing who actually completes the work through training.

But we want to set our permissions so that we have flexibility for those days when somebody gets sick and doesn't come or hopefully is on vacation having a great time. Scrolling down on that flyout, you'll see the next two options, which is View and Manage. So the View dictates who will be able to see this form after it is submitted. So in our case, we're looking at adding owners, the architect. Sometimes we'll have a construction manager.

There might be a lender who requires receiving the daily reports. And so we would work at the beginning of our project with our stakeholders to say, who needs to receive these? Who wants a notification daily that they're there? And we would go ahead and add their role here. This would be one place where you might use selecting a person. Or you might use selecting a company as well. But again, think through it as to how much am I going to have to manage this going forward on the project. Should people move around?

After that is the last selection, which is the Manage. So manage is the group of people, or person if you're assigning by person, who can edit the template. I typically keep this to project admins because we only want two or three project admins on a project so that they're the ones who are making any changes. And we don't have a bunch of people who can make changes. And then possibly errors occur.

One important note here, I briefly mentioned about submission and once you submit a form that it'll go out to people to view. Once you submit a form on a project, it cannot be deleted. So while it's in that collaborative stage when your team can edit it and work on it, it's considered in progress. And you can still discard it. Once you click Submit, because it's gone out to everybody to view on the project, you will no longer be able to delete it.

The only thing you can do is void it. So definitely work with your teams on that so that they know, really complete the process while it's in process before you click Submit. We'll go ahead now and start looking at how to create forms, building custom forums from scratch. Creating a new template, getting there is in the same spot that we've been in before.

So we're going to select Create Template under the Templates tab in Forms. And it's right there. Once you do that, you will get a couple of options as to what you can create and the initial selections. We'll look at a short video on how that looks. So again, clicking the Create, choose Template, and then build a new form. Or you could choose to upload an existing.

You can also start from one of the templates or be blank. And that will get you to this screen. In this screen is your Template Builder. And we can start working from there, adding sections and building out our information. All right, types of sections, what can you add? In the Add sections, you have this little, floating toolbar. And there are a couple that we've already seen-- Equipment, Materials, Weather and Work Load.

We've already talked about those. Those are the same in every template that you build. So you could build multiple types of daily reports. You could use work log in multiple places if you wanted to. Additionally, there is a notes section, which is an open text field just so you can have a place that whoever's filling out the form can add additional information if they need to. But really, the powerhouse of this is that very first option, which is New Section. This is all the different question types that you can add.

Now here, there's a bunch of options. I cannot go through all of them in this session. So I've put more details in the handout. Make sure you check those out if you're wondering, what are these different things? The items that we do have is preconfigured responses, text response, number, single select, dropdown, multi select, and date. There's a bunch. In the Template Builder for the basics of form creation, there are a few building blocks here which repeat themselves over and over.

We're going to have titles, descriptions, and questions. And what do you put in each of those? Well, that's where you get to go gather up all of those old forms in your company and start deciding, how do we build them in here? Additionally, you can add more sections, as many as you want. And you can add more questions to each of the sections. So it is really a matter of taking something that you already have or drafting out an idea of what you think you want and then starting to build it.