Where to find things in Samm.
Most records in Samm are organized into Projects. Your projects contain:
- Punch Lists
- Drawings & Docs
To see any of these, you need to have selected a Project.
Do this from the left menu (if you can't see your Project, ask your Administrator to add you as a Project Member).
Once you've selected a Project, you'll be able to navigate between Registers. These are where your Project Records are kept (the Forms, Memos, Actions, Punch Lists and Drawings & Docs mentioned above).
The registers (which each contain a list of records - Forms, Memos, Actions, Punch Lists or Drawings & Docs) look like this:
For example, the Form Register is shown above. You can:
- Search and filter the register to find an item
- Select an item to see the action buttons (which for most registers include View PDF, Details, Edit, Send and others depending on your user permissions for the project).
- Hit Create to add a new item.
Admin and Insights menu - Web Only
The Insights menu contains the things you need to get your data out of Samm - Exports, Alerts and Metrics - as well as the all-important Site Assistant, which usually sits on the right of your screen (web) or at the bottom (coming soon in the apps - iOS, Windows and Android).
The Admin menu is where you can find your User, Organization and Project setup options.