A weekly routine

Lesson 4 of 6 · Construction

Lesson summary

The lesson has one routine with two parts. Each work day, the agent Site log drafts the daily log from the note of the lead carpenter. He answers the open questions, corrects the draft and accepts it. Each Friday, the agent Client update drafts the weekly update. The project manager moves the bad news to the top, calls the client first and sends the update himself.

  1. Walk the site at the end of the day. Dictate a short note and put the text on the row of today's log.

  2. Give the row to the site log agent. Ask it to list what it does not know.

  3. Answer the open questions. Correct the draft. Select Accept. Put your name in Signed by.

  4. On Friday, give the weekly client update to the client update agent, with the project manager as reviewer.

  5. Put bad news first. Call the client before you send. Select Copy page and send the update yourself.

Try it now

At the end of one work day, dictate a short site note. Write the questions an agent must ask before it drafts the daily log.

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