How a stage passport is assembled

A stage passport fills itself, but it only becomes a finished document after you work on it.

What happens automatically

When a task closes, its final report is added to the stage passport as a section carrying the task name. Inside the section are the report text and the attached photographs.

Nothing has to be transferred by hand: the better your workers write their final reports, the less work is left for you.

What you do

What has been collected is a draft, not a finished document. From there you:

• Delete sections and blocks the client does not need

• Add sections with Add Section

• Write text — blocks support headings, lists, bold and italic

• Add photo groups with captions

• Attach documents from the project's pinned files — images only

• Reorder sections and blocks with the up and down arrows

Copy from Reports

This button opens a panel listing every report from the stage's tasks. A task expands into its reports with dates; the final one carries a Final badge.

Expand a report and you see its text and photographs — copy across whatever you need.

This is the main tool when assembling. Final reports arrive on their own, but the most valuable material is often in the interim ones: the photograph of wiring before plaster, tanking before tiling, the partition frame with its dimensions. The final report cannot show any of that — the wall is closed by then.

This is exactly why interim reports are worth writing: the worker records for the history, and you decide what deserves to reach the client's document.

What to include

Hidden work with photographs and dimensions. Grades and article numbers of the materials used. Everything that cannot be seen on a finished surface.

What to leave out

Internal discussion, remarks about the crew's performance, purchase prices. The passport is a document for the client, not a report on how the job went.

Next

Editing the passport

Publishing the passport to the client

Interim and final reports