3 Simple Activities You Can Do With Docusite

Justin McIntosh
Docusite
Published in
3 min readSep 16, 2017

Changing your process can be a tough proposition for any company- especially if you have been doing the same thing for a long time you understand that it’s important to utilize new technology to improve your organization and save time. Yes, initially implement Docusite might look be challenging, but it doesn’t have to overwhelm. Read below for simple tips on how to get started.

First: Create Projects and Take Photos and Videos

The order you adopt Docusite into your business will definitely make a difference. Simplify your implementation. Start with creating projects and taking photos and/or videos of your job site pre and post work. If you’re already taking photos with your mobile device, note that Docusite achieves the same aim, but in a much more organized manner and places them in the cloud for you.

Here are some photo and video activities that are simple and very valuable.

  • Photograph or Video Utility Locates — Walk your job site beforehand and record all of the utility locates. If the locates haven’t been completed on time, take photos of the job site and send them to the locate company or the utility.
  • Photograph or Video Utility Damages — Take pictures and videos of every utility damage. Always use measuring sticks to illustrate its size and scope.
  • Photograph Safety Meetings — Create a photographic record of all of the team members attending your daily safety meetings to serve as important documentation in the event of any potential incidents involving safety protocol.
  • Photograph or Video Physical Job Site Issues — Take photos and/or videos of any abnormalities discovered at the job site.
  • Photograph or Video Before and After Site Restoration — Photograph your site both before you start work and after. You’ll be able to defend yourself against claims from the city or private citizens.
  • Photograph or Video Safety Incidents and Issues — If an incident occurs, take a quick video or photograph to help your safety person get a clear picture of the problem. This documentation can also double as training material for future employees.
  • Photograph or Video Job Site Progress — Keep a record of how a project is progressing.

Second: Basic Checklists and Forms

Once you’ve mastered the easiest activities with Docusite, you’re ready to move on to replacing your simple paper forms and checklists. Replace your annoying paperwork with Docusite. Either create your digital documentation or send your forms to us so we can create them for you.

Great examples of simple forms and checklists include:

  • Simple Daily Forms
  • Pothole Logs
  • Best Practice Safe Dig Checklist
  • Work Order Form
  • Equipment Checklist
  • Maintenance Checklist

Third: Safety Forms

As a construction professional, your biggest risk lies in the safety of your crews. Thankfully you can now get rid of those overstuffed filing cabinets and job packets with Docusite. Convert your safety forms to digital, and away you go. It takes minimal effort, and your safety director will thank you!

Safety forms may include such documents as:

  • Utility Damage Form
  • Vehicle Accident Form
  • Job Site Inspection Form
  • Yard or Shop Inspection Form
  • Job Site Safety Checklist
  • OSHA Workplace Accident Form
  • Confined Space Form

It can be intimidating to institute new technologies and new processes, but if you start with the basics, you’ll quickly see how Docusite does away with the headaches of documenting projects while saving you time and money.

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