Highly Mobile Companies: Broad Location Profiles/Job Site Dropdown List

As with all of these strategies, this is not necessarily a hard and fast rule that will work for everyone; it is simply a strategy that has been effective for other SiteDocs members in the past.

If your Company is highly mobile, then it may be overwhelming to create new Location Profiles for every single physical job site. In this case, you may want to use broader Location profiles and a custom list to cut down on upkeep time. To follow this Location Strategy, follow these steps:

1. Create a few Locations that fit your company (Ex. Field/Office/Shop or Division Names).
   
2. Select Setup -> List Manager.
   
3. Create a list of your Company's job sites (job numbers, addresses, company names, etc.) to use in your forms.
   
   
4. Add the List as a Form Item so you know where each document is coming from. For bonus points, you can use the item as the Label for your form and make the item mandatory so that your workers cannot skip the question.
   
   The combination of "Use as Label" and the "Make Mandatory" option for this item will allow the answer to the question to be searchable in your Safety Monitor and/or Signed Document Report.