Articles on: Steer Quality and Safety

Site Instructions: Creating a Documented Instruction

Last Updated: October 03, 2023

Site Instructions



Creating a Documented Instruction



Site instruction in Steer is used to document changes to the project plan or to offer additional instructions about the project. Anyone who needs to create site instructions can do so, the Project Manager will review the instruction route and the contractor will confirm that they have received and understood the instructions.

Instructions:



Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Site Instruction.

On the Site Instruction summary page, click on Create Ticket.

Fig. 1: Site Instruction Summary Page
On the Site Construction form, fill out the Subject field.

Fig. 2: Site Instruction Subject Field
Select the Instruction Type from the choices provided.

Fig. 3: Site Instruction Type Dropdown Menu
Enter the Vendor and select the Trade for the instructions.

Fig. 4: Site Instruction Vendor Field and Trade Dropdown Menu
Describe the instruction in the Work Description field and provide a justification in the Justification field. Add Remarks if any.

Fig. 5: Site Instruction Other Fields
Attach your Signature to the ticket then click on Submit Ticket.

Fig. 6: Site Instruction Signature Field


Next Article: Reviewing Instructions for Contractors


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Updated on: 03/10/2023

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