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Field Resources

We update this page frequently to ensure you have access to the most recent versions of our materials. Links are added or updated regularly and will be italicized with "NEW" next to the title for your convenience.

 

Be sure to check back often to stay up-to-date with the latest resources!

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SCRIPTS & FORMS

A

ADA Design Standards​

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Autodesk (ACC)

Clear the Path

Creating Issue and Issue Reports in ACC

Data Migration Guide

Forms in ACC

Getting Started Checklist 

Mechanical WIP

Navigating, Uploading, and Comparing Sheets in ACC

Reports in ACC

 

B

Back Charge Form

Bloodborne Pathogens Policy

 

Bluebeam

Construction Tool Sets

iPad User Guide

PDI Profile

Shortcuts

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Busduct Certification Form

-located in Autodesk

 

C

cBOM Release Report (Sample)

Competent Person Identification Form

Concur - Booking Travel

Confined Space Entry Permit

Container Request Form and Guidelines

Continuity Testing PowerPoint

Coordination QC Process

Coordination Work Program

Corporate Safety Manual

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Crew Connect

Clock In & Out

Creating an ITR Profile

Gifting PTO

Regional Guidelines

Rewards Poster 

 

D

Daily Log Report - Information to Record

Daily Report Template

-located in Autodesk

Danger High Voltage Keep Out Sign

Danger High Voltage Sign

Dog House Order Form - Mechanical

Dropped Object Prevention Plan

Drug and Alcohol Policy

Duct Drop Order Form - Mechanical

 

E

Egnyte Applications User Guide

Egnyte Missing Applications Guide

Electrical Safety Guide

Emergency Action Plan

Employee Disciplinary Form

Energization Procedure Checklist

-located in Autodesk

Energization Procedure Workflow

Evaluation Request Form

Excel Reference Card

Exhibit B - General Requirements for Electrical ITR

Exhibit B - General Requirements for Mechanical ITR

Exhibit B - Spanish

 

F

FA Command Center Inspection Checklist

FA Equipment Startup Inspection Checklist

FA Rough-in Inspection Checklist

FA Trim Inspection Checklist

Feeder Take-off Verification Form

FHA Design Manual

 

Field Portal

Foremen Script

Foremen Script - Spanish

Supers Script 

Supers Script - Spanish

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Field Technology Plan

Field Training Request Form

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Fire Alarm

Basics Guide

Circuit Testing Records Form

End User Acceptance

One Line Diagram

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Foreman Leveling Objectives

Foreman OJT Manual

Foreman Responsibilities Checklist

Foreman Training Manual

Foreman Training Plan

 
G

Generator Start-up Form

 

H

Heat & Illness Prevention

Homerun Tracker Script 

Hot Work Operations

Hot Work Operations - Spanish​

 

I

Initial Walk Through Checklist

iPad User Guide

iPad User Guide -Spanish

ITR Scope of Work Checklist (Sample)

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J

Jobsite Hazard Analysis

Jobsite Safety Inspection Form

-located in Autodesk

Jobsite Safety Inspection Form Instructions

Jobsite Safety Signs

Jobsite Setup Checklist

Jobsite Theft Protection Best Practices

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K

Kojo​

Creating a Requisition Walkthrough Video

Kojo Script​

Mastering Material Release with Kojo

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L

Labor Forecast (Sample)

Labor Look Ahead Tips & Tricks

Labor Payment Cycle - Foreman 

Labor Payment Cycle - Superintendent

​

Lockout/Tagout

Activity Logbook

PDI Policy - English and Spanish

-located in Autodesk

Train the Trainer Manual

Train the Trainer Manual - Spanish

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LV Rough-in Inspection Checklist

LV Trim Inspection Checklist

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M

Material Transfer Request Form

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Mentoring Program Resources​

Superintendent: Mentee Questions to Build the Relationship

Superintendent: Mentee Self-Paced Learning

Superintendent: Mentor Questions to Build the Relationship

Superintendent: Mentor Self-Paced Learning

Superintendent: Mentoring Roadmap

Superintendent: SMART Goals

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N

NEC Free Access Instructions

Nitrogen Purging and Brazing Procedure

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O

Onboarding Checklist for Managers

One Line Diagram (Sample)

One Line Electrical: Setup and Updating

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Openspace

Openspace Reference Guide & Best Practices

Openspace Standard Operating Procedure

Openspace Support Reference Guide

 

Org Chart Template

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OSHA

OSHA 30 Hour Course - Popup Allowance Script

OSHA 30 Hour Course - Popup Allowance Script - Spanish

OSHA 300A

OSHA Jobsite Visit Checklist

P

Panel Schedule Template

PDI Acronym Dictionary

PDI Electrical Room Access Log in Sheet

PDI Hand & Foot Injury Prevention Policy

PDI Hand & Foot Injury Prevention Policy - Spanish

Phenolic Label Request Form

PPE Poster

Pneumatic Test Permit

Pneumatic Test Permit - Spanish

Pressure Testing Safety - Hydrostatic & Pneumatic 

Pressure Testing Safety - Hydrostatic & Pneumatic - Spanish

Production Trackers

Production Trackers (QR Codes)

Progress Billing Worksheet (Sample)

Project Budget Report (Sample)

Proposed Change Order (PCO) Form

Proposed Change Order Log (Sample)

Understanding the Project Budget Report

Purchase Order Requisition (POR) Form

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Q

Quality Control Evaluation

Distribution (Garden)

Distribution (HR, HD, MR)

General

Rough

Safety

Structure

Trim

Trim (Hotel)

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R

Rectangular Takeoff Form - Mechanical

Rental Equipment Request Form

Return of Goods Authorization (RGA) Form

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S

5S Poster

Safety Boots Standards

Safety Forms - QR Code

Safety Pre-Task Plan

-located in Autodesk

Scrap Metal Recycling Locations

Scope of Work (Sample)

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SDS

SDS Access Instructions

SDS Book

SDS Poster

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Silica

Silica Exposure Control Plan - English & Spanish

-located in Autodesk

Silica Exposure Control Policy

Silica Exposure Control Policy - Spanish

Silica Safety Train the Trainer Guide

Silica Safety Train the Trainer Guide - Spanish

 

Site Specific Safety Plan

SMART Goals Worksheet

Sophos VPN Client User Guide

Spanish Conversation Take Home

Staples Jobsite Order Form

Startup Tools & Material List

Subcontract General Conditions (Sample)

Submittal Log (Sample)

Summary of Assumptions

Super Handoff Checklist​

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T

Taking Ownership Checklist

TCO Checklist

Temporary Power Safety Inspection Instructions

Temporary Power Safety Inspection Form 

-located in Autodesk

Temporary Power Survey

-located in Autodesk

Time and Material Form

-located in Autodesk

Time Entry Cycle

Torque & Meggar Report

-located in Autodesk

Training Record

Transmittal Letter

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U

Unistrut or Angle Hanger Form - Mechanical

Unit Rough & Trim Checklists

-located in Autodesk

Unit Rough Book Detail Sheet & Legend

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V

V5 Manual

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W

Warranty Work Order Form (Sample)

Work in Place Tracker

Work in Place Tracker - Mechanical

Workers Compensation - Medical Authorization Form

Workers Compensation - Medical Refusal Form

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