Managing Dispersed Content After a Site Visit
After a site visit, it is common to find yourself with disorganized photos, voice notes, PDFs, and notes. EntryFilter offers an effective solution to gather and organize all this information systematically.
Using the Practices Feature
The Practices feature of EntryFilter allows you to group all relevant requests and materials in one place, facilitating access and management of data.
- Create a new practice for each site visit, where you can attach photos, PDF files, and voice recordings.
- Use the management panel to update the status of the practice, ensuring a clear view of progress.
- Access all materials associated with a practice directly from the client dossier, improving operational efficiency.
Example of a Practical Case:
Imagine an expert who, after an intervention, recorded voice notes on the damages found and took photos. Using EntryFilter, they can create a dedicated practice, attach all resources, and update the status of the request to keep track of necessary activities.