A capture review lets you inspect the records before adding them to the work. Open an existing capture from its notification and check the Project first.
1. Review the content
Read the note or corrected transcript. Check measurements, quantities and unfinished actions. Select the records you intend to save; leave unwanted suggestions unselected.
2. Check each record
- For Note, review Note to save.
- For photos, check the images and whether they should be included.
- For materials, check the description, quantity and unit. A 15 mm valve does not mean fifteen valves.
- For time, check the person, date and worked amount.
The available choices depend on the capture and your permissions. Use Check work and team if the review needs current information before saving.
3. Save and inspect the result
Choose Save selected records. Read the result for each item, then open the confirmed records through their links or View work history.
Saving a note or cost does not complete the Project, accept a Variation or issue an Invoice.
If only part saves
Keep the confirmed items and continue with the unresolved ones. Use the existing review instead of submitting another copy of the capture. Keep the screen open while a save result remains uncertain.