SOR · Quick start 02

Capture the walk while you are there.

Start the report, add each observation with its photos, then check the set before you issue it.

1 · Start2 · Capture3 · Classify4 · Review
Photo first is the quickest route.

Take the photo, add one plain-English sentence, choose the observation type and save.

SOR project with New site walk button1
1

Start the report

Open the project and press “New site walk”.

Use “New snag walk” only when the visit is specifically for defects and closeout tracking.

SOR new observation sheet2
2

Add the photo and caption

Press “Add observation”, then tap the photo box.

Take a photo or choose one already on the device. Write what you saw in one direct sentence.

SOR observation type and snag fields3
3

Say what happens next

Choose Information, For Review, For Response or Non-Compliant.

Switch on “Track for closeout” when the item must stay in the project Snags register until it is verified.

SOR report ready to issue4
4

Review before issuing

Check the progress card, recipients and observation list.

When all five checks are complete, press “Preview / PDF”.

The site-walk rhythm

  1. Start one report for the visit.
  2. Capture each item as you find it.
  3. Give action items an owner.
  4. Review the full set before issue.