Step 7: Print Packets for Your Crews

You can print Activity Packets  for your crews directly from the Calendar. Activity Packets pull Job details, attached files and CounterGo drawings (if you're using CounterGo) and compile the information for each Activity on your Calendar for a given day. You can then send it all to the printer at once - rather than standing at the copier for an hour.

  1. From your Template Schedule, click the Printable View button.

  2. Choose the Date, Assigned To and Job Activity Packet that you want to include. Click OK.

  3. The default Field Crew Packet will bundle different forms and attached files depending on whether the Activity is a Template or Install.

    Template Activities on the Calendar will pull: Job Summary, Job Issue report (if there is an open or urgent issue), attached files that are labeled "Customer Drawing," and the CounterGo drawing attached to that Job (if you are using CounterGo).

    Install Activities
    will pull: Job Summary, Job Issue report (if applicable), and attached files that are labeled "Shop Drawing."
  4. If you want to print Activity Packets for your Shop, go to the Calendar View called Fabrication Schedule and print the Shop Packet for a given day.

    The Shop Packet uses a different header, and then it pulls in a copy of each Area Details form attached to the job, as well as any attached files that are labeled "Shop Drawing."

    See details in the Related Articles if you want to customize your Activity Packets.

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