To promote standardization and reduce manual entry time across projects, admins can create Safety Form Templates in their Autodesk Build configured Project Template. Any project created from that project template will have these form templates configured in Forms. This standardizes data for teams and saves colleague on-site time when filling out a checklist form.

• In “Project List”, admins navigate to “Project Templates” and create or choose a project template.
• Within the Build Configuration, they will select “Forms” and click “Create”, then “Create Template”; see the “Creating Form Templates” section below for details. Form Templates in Project Templates has a few differentiations noted below:
• If building a new form:
  • From the contribution mode menu, only “Single contributor” is selectable.
  • To finalize, permissions are restricted to roles for contributors and reviewers.
• If starting from a PDF:
  • To finalize, permissions are restricted to roles for contributors and reviewers.
• Forms can be modified in the Template List and organized into folders.
• Forms can also be imported from other company Build projects or previous tools by clicking “Import”.
• To import from another project that was built out, an admin selects “Autodesk Build”, then selects the project and up to 50 Form Templates.

• Creating Form Templates is an essential step to standardize data collection and accelerate safety checklist entry. Setting up a template within a project is similar to setting up Form Templates within a Project Template.
• In a Project, admins will navigate to the Forms tool, select “Templates”, and click “Create”.
• Next, they either upload an editable PDF or build a new form.
• If building a new form:
  • Admins begin with either a pre-formatted template or a blank one. In both cases, they will then specify the template title, type, and a description of the form.
  • Forms are split into sections that contain items for response including “Equipment materials”, “Notes”, “Weather”, “Work log”, “Signature”, or “Questions”. Each section and item (aside from “Notes” and “Weather”) has space to provide a description to give project teams additional context when they fill out the form.
  • Questions:
    • Each section can have multiple questions that can be added, deleted, and moved up or down by using the icons in the bottom right of the question box.
    • On the bottom left, users can make questions required or have conditional logic to require or suggest a photo or an issue.
    • The question type can be adjusted by selecting from the drop-down options on the right.
  • Pre-formatted templates:
    • Sections are pre-loaded based on selections *[See help center for more information on pre-formatted templates. LINK]
    • These sections can be modified as needed.
    • New sections can be added by selecting “New section” on the black “Add section” menu.
  • Blank templates:
    • To add a new section, admins click the black toolbar on the right and select the type from “Add section”.
    • Adding items like questions or signatures is located on the black toolbar in “Add item to section”.
  • Once finished, the admin will click “Save” to select how contributors will work:
    • Single contributor—one contributor creates and submits each report.
    • Multiple contributors in sequence—one contributor can edit a report at a time. They have the flexibility to assign a report to another contributor that can be any member, role, or company.
    • Multiple contributors in parallel—multiple contributors (member, role or company) can edit a report at the same time. Any of them can submit.
  • To finalize the form, the permissions for the contributors and reviewers for roles, companies, or individual members are assigned. The manager is automatically assigned as the form creator and roles or members can be added.
  • The admin then clicks “Create” to add the form to the Form Templates list.
• If starting from a PDF:
  • Starting from a PDF gives teams the opportunity to directly import existing quality observation and checklist forms they currently use.
  • The template name, type, and form components (like “Weather” and “Notes”) are specified. Then admins will select single contributor or multiple contributors in sequence.
  • Next, roles, members, or companies are selected as contributors and reviewers.
  • Clicking “Create” will add the form to the Form Templates list.
• Forms can be modified in the Template List and organized into folders.

• Teams can fill out forms on both the web and mobile. Safety observers, superintendents, or others in similar roles performing a Safety Checklist start by navigating to the “Forms” tab of the Forms tool and clicking “Create form”. Within the drop-down, they can search and select one of the safety checklist forms.
• The form will load the templated information and sections. The observer then fills in the form details and provide responses to sections. Required questions are marked with a red asterisk (and the word “Required” on mobile).
• They can create an issue, attach a photo, or write a note on the References can also be added by linking photos, files, issues, assets, or other forms. *[Find out more about references here link]
• If a form is set up for multiple contributors editing in sequence, safety managers can click on “Assignee” and select who they would like to reassign the draft form to.
• To collaborate on forms with stakeholders, members can hover and click the “Chat” icon to add comments and “@” mention a specific person to draw their attention to an item in need of response.

Editing Forms

• A Safety Manager can quickly find specific draft or submitted forms by leveraging the sorting and filtering options within the Forms tab. Draft and assigned forms can be edited; submitted forms cannot.
• The column headers can be clicked to sort the “Forms” list based on name, date, ID, status, creator, and last update.
• Under the funnel icon, forms can be filtered by date, creator, status, location, and template type.
• Additionally, forms can be searched through the search bar at the top.

Issues have several fields that quickly resolve problems that may arise during projects. These details can be standardized, reported on, and used to identify trends. Analyzing these trends helps teams create plans to address issues before they occur.

• Title: Titles ensure all stakeholders quickly understand the issue.
• Status: Status has four states to designate resolution progress: Open, Pending, In Review, and Closed.
• Type: Types organize issues. An issue type creates a label for identifying issues under important information like specialty trades. Each type is arranged under an organization category, like quality or safety. In set-up, Admins can also for quick identification when using pushpins in sheets or assets, identifying status (active or inactive), and selecting from created custom fields.
• Description: Provides space for any necessary context or information about the issue.
• Assigned to: Issue creators can use “Assigned to” to designate a responder for any issue created. This will send a notification for response to an individual member, a role like Quality Manager,
• Watchers: Designating individuals as watchers lets issue creators alert stakeholders without the expectation for them to help resolve the issue.
• Location: A drop-down that brings up the locations available within the project allowing issue creators to detail where an issue occurred.
• Location details: A free text field that helps provide additional context to the location selected. For example, a mechanical room on the second floor location can be selected with “behind the AHU unit” for further details on a drywall damage issue.
• Due date: Due date designates the resolution date expected by the issue creator.
• Start date: Used to identify when the issue in question began.
• Placement: Issues can be directly placed, or removed, on a model, file, or sheet from issue creation in the Issues log.
• Root cause: Root causes identify why an issue occurred by creating a label to identify the underlying cause. Each root cause is organized under a root cause category, like quality or safety. . Reports and dashboards are able to filter by root cause, providing key stakeholders with actionable information on how to prevent issues in the future.

• Within a Project Template, admins can create Issue categories and types, custom fields, and root causes with default information prefilled for all projects.
• Any project created from that project template will have these fields pre-populated. This standardizes data for teams and saves time-on-site when filling out identifying issues in the field.
• In “Project List”, admins navigate to “Project Templates” and create or choose a project template.
• Within the Build they will select the “Issues” tool, then click “Create” within the “Types”, “Custom fields”, or “Root causes” tabs.

• After a project is set up, admins can further customize issues within the Issues tool, under the “Settings” menu.
• Project Admins can create and customize issue categories and types, add custom fields, root causes, and create templates.
• In each tab within “Settings”, admins can keep projects up to date and organized by selecting a type, custom field, root cause, or template and edit or manage the information on the right-side menu.

PRO TIP: Issue categories and types can be edited to show, hide, and reorder fields. Select an issue type and in the “Edit type” menu on the right, select the “Manage fields” tab. There, use the visibility icons to designate if the field is shown or hidden and use the move icon to reorder the position of the field.

• When an issue is assigned to a project member, they receive an email notification. To see the details of the issue, the assigned project member follows the link in the notification email. Alternatively, any project member can access issues from the Issues tool within Autodesk Build. And if the issue is referenced on another tool—for instance, on a form—they’ll be able to check its details from that tool, as well.
• Assigned issues are also visible in the “Your assigned work” under the “Work status” section of the Autodesk Build home page.
• When an issue is created, its automatic status is “Open”. As the issue is being addressed, assignees select the issue and update the status to “Pending” or “In review”. Once the problem is resolved, the issue status should be changed to “Closed”.

PRO TIP: Web and mobile users can ‘@’ to mention a specific user—or a company, or a role—in the comment field of issues. This will notify the user by email and draw their attention to the specific issue.

• Both web and mobile users can quickly find the issues they are looking for by leveraging the sorting and filtering options under the Issues tool.
• The issue list can be sorted based on title, ID, status, and due date. On web, users can just click on the column header to sort by that attribute. On mobile, sorting options show up after tapping on the funnel icon.
• Under the funnel icon, several filtering options are available, including filtering by assignee, due date, status, root cause, creator, etc.
• By clicking the gear icon, teams can search and check or uncheck details to hide, reorder, or freeze columns in the issues log providing only the necessary details.

PRO TIP: The quickest way for mobile users to check the issues assigned to them is to scroll down in Home to “Your assigned work” under “Work status”, where they can see right away the issues assigned to them.

• Team members like Safety or Quality Managers can use the Reports tool to add additional detail to reports, or schedule reports on open issues to follow-up with specialty contractors on.
• The Reports tool can create these reports and an additional “Issue summary status” report with more options and customizations.
• A manager can navigate to the Reports tool and click “Create report” in the “Reports log” tab:
  • Issue detail: A PDF report with filters by standard and custom fields and sort by Status, Title, Description, Start date, Due date, Location, Location details, or Created on. Next, they select options of a Cover page, Table of contents, Sheet overview, Custom fields, Comments, and Photos.
  • Issue status summary: A grouped-by-company PDF report with optional cover page and filters by issue type and sort “Unresolved”, “Company”, or “Overdue”.
  • Issue summary: Exported in both PDF and Excel and be grouped by Location, Company, or Category. Available filters: standard and custom fields and sort by Status, Title, Description, Start date, Due date, Location, Location details, Updated on, or Created on. Selectable options include a Cover Page and Table of Contents.
• Clicking “Run report” will give these managers the option to run this report once or to save it as a report template to run in the future.

If saved as a report template, managers can “Schedule report” in report’s three-dot menu in the “Templates” tab. Once  saved, Safety or Quality Managers can directly download to their device, email, or share with stakeholders via a link on a regular basis.

• Teams can create tags to provide more information about the images they upload to Autodesk Build. Tags can be used to help easily document project work, enabling teams to track the type of work and equipment, jobsite location, and even the subcontractor.
• Once uploaded, photos are automatically tagged through the “Autotags” feature, which utilizes machine learning to apply categories and tags (like MEP Systems, Ductwork Conduit or Openings, Door, Window) to photos. These are displayed in the “Autotags” section in photo details below “Tags”.
• Tagging is flexible: Users can manually add multiple tags to a photo, either when uploading it or afterwards. After selecting a photo, simply click on the “Tags” button to see already associated tags or add new ones. Autotags together with manual tags can make organizing and finding photos easy, powerful, and customizable.

PRO TIP: Set up photo tags at the beginning of the project, so that all uploaded photos can be tagged in the same manner. This makes it easier for team members to find specific images.

In the toolbar on the left, select Meetings. 

• In the Meetings tab, you can create a meeting, filter existing meetings by date and status, and create follow up meetings. 
• In the Items tab, filter Meeting Items by Due date, Status, Assignee, and Flagged items, and one’s own outstanding action items. Sort meetings by Status, Meeting, title, and Due date. 

• Editing and viewing permissions are based upon the User’s role on the project, 

• • Project Admins can view all agendas and minutes. 
  • Meeting Organizers can only view and edit agendas and minutes they’ve created. 
  • Meeting Invitees can only view agendas and minutes they have been invited to. 

Meeting Permissions

All users with access to the Meeting tool can create an meeting agenda. When you create a meeting, you are automatically assigned as the Meeting Organizer. Organizers have full control of the meeting. 

Select Create meeting in the top left. 

• The create the agenda, enter the meeting title, date and time, location, and description. All changes are saved automatically. 
• To add a description, click the light grey text Add meeting description.
• To add a meeting topic, click the dark grey text Type meeting topic.
• To add numbered meeting items underneath a meeting topic, click the light gray text Type meeting item.
• To delete a topic, hover over the topic and select the x on the right-hand side. If a topic is deleted, all items under the topic will be removed from the meeting. 

• To add assignees, due dates, attachments, or references to a meeting item, hover to the left of the item name and select the three-dot icon to open the drop-down list. 
• To change the item’s status, select the drop-down list on the right of the item and choose between Open, Ongoing, and Closed options. 
• To flag an item, select the flag icon displayed on the right of the Status field. 

Add Invitees and Organizers 

• In the Invitees panel, select Add invitees. Use the search field to search by name, email, or company. Click Create non-member to add an external user. 
• Meeting Organizers can track Invitees attendance and Invitees can access the agenda and official minutes for meetings they are invited to.

• To add a co-organizer, select the three dots to the right of the invitee’s name and select Make organizer. Organizers have full control. 
• To remove an invitee from the list, select the three dots to the right of the invitee’s name, then select Remove. 

Virtual Meetings 

• With Zoom and Microsoft Teams integration with Meeting Minutes, add Microsoft Teams and Zoom links directly to the meeting. 
• Join Teams or Zoom meetings from the browser, Teams or Zoom app, or by downloading the app to their PC. 
• To do so, select Add link on the top left and click Microsoft Teams or Zoom. 

Note: You not able to add the Microsoft Teams or Zoom link from their mobile device but can view the link previously generated on the web. 

Share the Meeting 

Share the meeting agenda by exporting a PDF or emailing it to attendees. 

• To email the agenda to invitees, select Share with invitees from the same three-dot icon. If selected, an email will automatically be sent to invitees. Linked references are hyperlinks, making it easy for invitees to access the referenced information. 
• To export the agenda to PDF, select Export to PDF. Linked references are hyperlinks. 
• Users can also integrate the meeting into their calendar by selecting Download meeting and uploading the .ics file into their calendar. All information that is included with the meeting (e.g., title, location, virtual meeting link) will come with the download. 
  • Note: This is a static download link. If meeting details were to change, users would have to redownload the file and upload it to their calendar. 

Create Meetings

Link references to the entire meeting or specific meeting items. 

• To add References to an entire meeting, click References in the top right. Under Meetings, select Add references. Files and Sheets can be referenced from a meeting.

• To add references to specific meeting items, press the three dots next to the meeting icon and then select References.  
• Select from Files, Sheets, RFIs, Issues, Photos, Assets, Forms, Schedule, and Cost. 
• An Add reference window will appear. Search and add references. 
• Select the item and click Add to connect it to the meeting item. 
• For RFIs, Issues, Photos and PCOs, this process creates a bi-directional relationship. This means that in the referenced item, the linked meeting item/record is visible.
• Note: Issue, RFI, and Meeting visibility is based on permissions. If users do not have permission to view the link, it will not appear in the Add link window or the Issue/RFI record. 

PRO TIP: Users can upload photos directly to the meeting instance.

PRO TIP: Users can create an Issue directly from an item. Simply select, “Add reference” then “Issue”. In the pop-up window, users will have the option to select existing Issues to reference or to create a new one.

Meeting References

The Meeting Organizer has full control of the meeting and can define the meeting details, edit the content, flag items, remove items and topics, capture meeting minutes, add/remove invitees, mark attendance, assign items, add due dates. 

• To mark an invitee’s attendance, check the box next to the users name in the right Invitee panel. 
• Like creating the agenda, new topics and items can be added/edited during the meeting. 

• To access the assignee and due date options, hover to the left of the item name and select the three-dot icon that appears. An item can include one or more assignees, but the list of assignees is limited to the list of meeting invitees. 
• Update the item status from Open to Closed using the drop-down list on the left side of the item. 

PRO TIP: Use the status “Open” when the goal for the item being discussed is to eventually close the meeting. Leverage “Ongoing” for meeting items that need to be discussed but may have no near-term plans for closing.

• To finalize and share the meeting with attendees, select Minutes in the top left. This locks the meeting and converts it from agenda to minutes; if a change is required, unlock the minutes by selecting Minutes again. 
• To export the agenda to PDF, select Export to PDF from the three dots to the right of the References icon. Linked references are hyperlinks, making it easy for invitees (who are Autodesk Build and BIM Collaborate project members) to access the referenced information. 
• To email the agenda to invitees, select Share with invitees from the same three-dot icon. If selected, an email will automatically be sent to invitees. Again, linked references are hyperlinks, making it easy for invitees (who are Autodesk Build project members) to access the referenced information. 

PRO TIP: The Meeting Organizer or Project Admin can delete a meeting record. To do so, it must be in the agenda state. Users can only delete a stand-alone record or the last record in a series.

• In the Meeting list, select Follow-up on the right of a specific meeting item. 
• In an individual meeting instance, select Create follow-up from the three dots to the right of the References icon. 
• The follow-up meeting will copy the existing meeting description, non-closed agenda items, invitees, and location. 
• Choose the date for the follow-up meeting and hit Confirm.

• A follow-up meeting will automatically be created. The meeting number will be automatically assigned as the next number in the meeting sequence. 
• Meeting items with the status of Open and Ongoing will automatically transfer over to the follow-up meeting. 
• Make any necessary updates to the meeting time, location, and description, and add any additional topics and items. 

• Select the Items tab to view a list of all meeting items you have permission to access.
• Click on column headings to sort by Status, Meeting, and Due date.

• Select the funnel icon in the top right, and filter by Assignee, Due date, Status, Flagged items, and one’s own outstanding action items. 

Users can add and view references on iOS devices for both Meetings and Meeting items. 

• For Meetings: Select the meeting, click Information > Meeting references > Add references. 
• For Meeting items: Select a meeting item and click Add references on the top right.