Four ways to finish a stage
Each stage in a Project Plan has a Method: the thing someone has to do at a site for that stage to count as complete. Pick the lightest method that still gives you the evidence you need.
Method | The stage is complete when… | Use it for |
|---|---|---|
Form Submission | a chosen form has been submitted for the site | work you want to inspect in detail (a survey, a test report) |
Checkbox Completion | someone ticks Mark this stage as complete | milestones that need a yes/no record (Handover) |
Photo & Description Submission | a photo and a short description are uploaded | visible physical work (Mounting Structure) |
Substage Completion | all of the stage's sub-stages are complete | a big stage you have split into parts (Installation) |
You choose the method per stage in the builder's Settings panel (see Build stages and sub-stages). The next pages show what each method asks for when you set it up, and what field staff see at the site.