Bluebeam Tip: Optimizing On-Site Data Collection with Field Reports in Bluebeam Revu

Enhance your on-site data collection by effectively setting up and using Field Reports in Bluebeam Revu. Field Reports streamline the process of capturing, organizing, and sharing critical information from the field directly into your project workflows.

Setting Up Field Reports in Bluebeam Revu

To get started with Field Reports:

1. Create or Import a Field Report Template: Use existing PDF forms or create custom forms using Bluebeam Revu's Form tools. Ensure your template includes all necessary fields such as text boxes, checkboxes, and signature fields.
2. Customize Your Form Fields: Utilize the Form panel to edit field properties, set tab order, and add JavaScript actions for dynamic functionality.
3. Save Your Template: Store your Field Report template in a centralized location within Bluebeam Studio Projects or on your network for easy access by the team.

Using Field Reports On-Site

When in the field:

• Access the Template: Open the Field Report template on your tablet or laptop using Bluebeam Revu.
• Fill Out the Report: Complete the form by typing directly into the fields, selecting options from dropdown menus, and checking boxes as required.
• Attach Photos and Markups: Use the Camera tool to insert images directly into the PDF. Annotate over photos and plans with markups to provide additional context.
• Sign and Secure the Report: Apply a digital signature to authenticate the report. Bluebeam Revu supports secure digital signatures to ensure integrity.

Sharing and Collaborating

After completing the Field Report:

• Flatten the Document: This secures the content and prevents accidental modifications.
• Upload to Bluebeam Studio: Share the report with team members by uploading it to a Studio Project or Session for real-time collaboration.
• Notify Stakeholders: Use Bluebeam's notifications or integrate with your email client to inform relevant parties that the report is available.

By integrating Field Reports into your Bluebeam Revu workflow, you enhance efficiency and accuracy in field data collection and reporting.

For more advanced tips on optimizing your Bluebeam Revu experience, visit NOVEDGE. NOVEDGE offers a wide range of resources and products to support your project needs.

You can find all the Bluebeam products on the NOVEDGE web site at this page.