Sheets, specs, and location-based decision-making

Course 3 of 6 in Run the jobsite

Learn how to use Sheets and Specifications in Forma Build for field control. Find the right drawings in the field, compare revisions, and keep the team synced. Create actionable markups, link evidence and specifications to issues, and configure locations.

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About this course

Note: Please register to access the course content. 
You'll earn points in The Big Roomfor completing this course! 

Welcome to this course!  

Who should take this course 

Foremen and general contractors who direct work and address issues in the field. 

Why this course matters 

To solve problems on the jobsite, you need to find sheets, create markups and issues, and attach evidence and related specifications. When you document and organize problems on sheets, you create clear directions that reduce the need for rework. This course focuses on best practices for this workflow in the mobile app. 

What you’ll be able to do: 

  • Find the correct sheets using search and filters. 
  • Compare sheet versions. 
  • Create markups on sheets and write actionable directions. 
  • Link specifications and other project data to sheet issues. 
  • Mark locations on sheets so location data is automatically added to issues. 

Lesson breakdown (estimated 25 to 30 minutes) 

  • Find the right drawings 
  • Link evidence to sheets 
  • Match drawings and specifications 
  • Configure locations for decision making 

Curriculum

  • Sheets, specs, and location-based decision-making
  • Course wrap-up

About this course

Note: Please register to access the course content. 
You'll earn points in The Big Roomfor completing this course! 

Welcome to this course!  

Who should take this course 

Foremen and general contractors who direct work and address issues in the field. 

Why this course matters 

To solve problems on the jobsite, you need to find sheets, create markups and issues, and attach evidence and related specifications. When you document and organize problems on sheets, you create clear directions that reduce the need for rework. This course focuses on best practices for this workflow in the mobile app. 

What you’ll be able to do: 

  • Find the correct sheets using search and filters. 
  • Compare sheet versions. 
  • Create markups on sheets and write actionable directions. 
  • Link specifications and other project data to sheet issues. 
  • Mark locations on sheets so location data is automatically added to issues. 

Lesson breakdown (estimated 25 to 30 minutes) 

  • Find the right drawings 
  • Link evidence to sheets 
  • Match drawings and specifications 
  • Configure locations for decision making 

Curriculum

  • Sheets, specs, and location-based decision-making
  • Course wrap-up