Site Info
428
Cushman & Wakefield
H&R Block 2013 (Campaigns)
HRB
fsu180
2000
24095
 
 
 
 
 
 
 
 
 
 
 
24095-JENNINGS, MO
2049 MCLARAN JENNINGS, MO
HRB, JENNINGS, MO 24095
Client Specific Fields
2049 MCLARAN
JENNINGS
MO
63136

**Site Contact(s)**

**Note: The coulumn headers below that have "**" at the end are REQUIRED. There MUST be a check mark in each of those columns next to some one's name. Not all need to be next to the same name.**


First: Whomever you want to get the Introductory and/or Confirmation MUST have check mark in the "Include in Automated Emails? ** column.

Second: Whomever needs their email address in the "To:" spot you MUST put a check next to their Name(s) in the "Main Site Contact? **" column.

Third: Whomever you believe should fill out the questionnaire MUST have a check mark next to their name in the "Fill out the questionnaire? **" column.

Fourth: You MUST put a check mark in the "Will be meeting Surveyor? **" column next to the person that will be meeting the Surveyor.
     

**Project Contact(s)**

 
Name
Title
Office Phone #
Mobile Phone #
Email
Include in Automated
Emails? **
PM?
Main Site
Contact?
**
Fill out the
questionnaire?
**
Notes
Can Scheduling Reach
Out to This Contact?
Will be meeting
Surveyor? **
 
No Site Contact records found
     
Unable to display report. You do not have sufficient permission.
     
     
-- [MAR-21-13 Randy Eppers] --------------
this site was originally on hold, take off of hold on 3/21
no
-- [MAR-21-13 Randy Eppers] --------------
this site was originally on hold, take off of hold on 3/21
no
Notes
Unable to display report. You do not have sufficient permission.
Expense Report Questions

**Please Select ALL Expense Items that apply.**

   
          no
          No
Site Specific Expenses

**Please enter expenses like plumbers and scanner rentals here.**

$0.00
 
No
Yes  
03-27-2013
   
 
 
 
 
 
 
 
 
cancelled via email by amie
       
 
 
 
 
 
 
 
 
 
 
 
Email Alert Section
HRB-Specific Info
             
     
34 24002 Edmonson, Sabrina sabrina.edmondson@hrblock.com (314) 791-8297
MS Teams Info
     
     

Remember to click the "Files" tab
in the General Channel of the Team
BEFORE you answer "YES" and click Save.

 
Channel Name
Channel Email
Channel ID#
Date Created
Date Modified
 
No Channel Link records found
HRB-24095-JENNINGS, MO
     
     
 
     
     
   
     
     
     
Messages
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Uploaded Files

**Please Upload ALL of your files here.**

**Records Highlighted in "RED" mean the link has expired and you must go to Amazon S3 to retrieve it.**

 
Upload Type
Notes
Attached File
Link
Date Uploaded
Record Owner
Date Created
Days on Amazon
Days Remaining
on Amazon
 
No File Upload records found
 
 
Toolbox

Project Toolbox Documents

Site Accepted/Rejected by Scheduling
 
     
Site Contact Email Automation

**Automated Email Area.**

**Introductory email goes first - BEFORE you have a set survey date. The Confirmation email goes out AFTER you have a set survey date.**

no
no

**Multiple email addresses MUST be separated by a comma.**

   
No
     
     

**Water Test Results**

 
     
     
Unable to display report. You do not have sufficient permission.
     
 
Last Name
First Name
Cell #
Email
State
Status
Does Vendor have a AutoDesk License?
Survey Complexity Rating
Survey Complexity Rating Notes
 
No Vendor records found
Workato Criteria
     
No
No
No
Responses
ALL Assignments Summary
 
Assignment Status
Active/Canceled
Vendor Full Name
Assignment Type
Preview
Sent?
Start Date
(MASTER)
Start Date (Override)
End Date
(MASTER)
End Date (Override)
Start Time
End Time
Assignment Notes
Date Assignment
In (Master)
Add Vendor Bill
 
Assignment Canceled
Active                      
Site Ready for Delivery/Notes
 
Time Card Summary
Unable to display report. You do not have sufficient permission.
Survey Assignment Tracking
Site Canceled
 
no
-
   
Surveyor Deliverables

**Overall Survey Deliverables Status**

No Date Deliverables In

**2D Deliverables**

     

**3D Deliverables**

No Date Deliverables In
No Date Deliverables In
No Date Deliverables In
No Date Deliverables In
N/A
     
Surveyor Update Notes:

**Workato Stuff**

 
     
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Proposed Survey Date Override
Proposed Survey
Date Changed?
Survey Completion Date
Survey Completion Date Override
Survey Assignment Notes
Date Modified
Date Created
 
No Assignment records found
     
 
BIM Assignment Tracking
Site Canceled
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Date CAD Assigned (override)
Date CAD Due (override)
Expected Time to Complete Assignment
Total Revit Modeler Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
CAD Assignment Notes
Date Modified
Date Created
Survey
Delayed
 
No Assignment records found
Revit Drafter Assignment Tracking
Site Canceled
no
 
 
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Date CAD Assigned (override)
Date CAD Due (override)
Expected Time to Complete Assignment
Total Revit Modeler Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
CAD Assignment Notes
Date Modified
Date Created
Survey
Delayed
 
No Assignment records found
CAD QC/FR Assignment Tracking
Site Canceled
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
QC/FR Assignment Start Date (override)
QC/FR Assignment End Date (override)
Expected Time to Complete Assignment
Total QC/FR Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
Assignment Notes
Date Modified
Date Created
Survey
Delayed
 
No Assignment records found
SSR Assignments Tracking
Site Canceled
 
 
no
01-10-2013
01-09-2013
no
01-10-2013
01-09-2013
 
Assignment Status
Vendor Name for All Sites
Assignment Type
Start Date (override)
Due Date (override)
Expected Time to Complete Assignment
Total Time
Card Hours
(Master)
Expected vs.
Actual Hours
Difference
SSR Assignment Notes
Date Modified
Date Created
 
No Assignment records found
Photos Assignment Tracking
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Date CAD Assigned (calculated)
Date CAD Due (calculated)
Expected Time to Complete Assignment
Total Photos Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
Photos Assignment Notes
Date Modified
Date Created
 
No Assignment records found
Permit Research Assignments Tracking
 
Assignment Status
Vendor Name for All Sites
Assignment Type
Date CAD Assigned (calculated)
Date CAD Due (calculated)
Expected Time to Complete Assignment
Total PR Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
SSR Assignment Notes
Date Modified
Date Created
 
No Assignment records found
Site Feedback from Surveyor
Unable to display report. You do not have sufficient permission.
  Site Feedback from Surveyor
Additional Services/Circumstances
 
Additional Service
Service
Fee
Service Notes
 
No Additional Service records found
 
Special Circumstance
Action
Needed?
Who Needs to Take Action?
Action Completed?
By Whom?
Date Completed
 
No Special Circumstance records found
Special circumstances
 
Special Circumstance
Action
Needed?
Who Needs to Take Action?
Action Completed?
By Whom?
Date Completed
 
No Special Circumstance records found
Scanner Files
Expense reports
 
Date Created
Report #
Vendor
Reimbursable Amount
Date Synced
to QBooks
Date
Reimbursables
Paid
Date Updated in QBooks
All Line Items Approved?
Approved By
 
No Expense Report records found
Site expense line items
 
Team Member
Expense Report - Report #
Site expense line
item Date
Site expense line item Type
Site expense
line item
Amount
Policy Violation
Notes
Attached Site expense line item
S3 File Path
FSU-Paid
Expense?
Reimbursable?
Approval Status
Reason for Rejection
Invoice #
 
No Site Expense Line Item records found
Incidents
Unable to display report. You do not have sufficient permission.
Vendor Communications
 
Type
Topic
Date/Time
Result
Next
Communication
 
No Communication records found
Field reports
 
CP - Take Photo of Store Exterior
CP - Store #
CP - Location City
CP - Location State
Flooring - Insert Photo of
Flooring and Conditions
Flooring - Type of Flooring
in Surveyed Area
Flooring - Condition of Flooring.
(Select all that apply)
Ceiling - Insert Photo of Ceiling
Ceiling - Height of Ceiling (AFF)
Ceiling - Type of Ceiling
in Surveyed Area
Ceiling - Condition of Ceiling.
(Check all that apply)
Lighting - Insert Photos
of Lights and Conditions
Lighting - Type of Lighting
in Surveyed Area
Lighting - Condition of Lighting Fixtures
In Surveyed Area (Check all that apply)
Sprinklers - Is the Surveyed
Area Sprinkled?
Sprinklers - Insert Photos
of Sprinkler Head
Walls - Insert Photos of Walls
Composition and Conditions
Walls - Type of wall composition
is surveyed area?
Walls - Condition of Wall Composition
Soffits - Are there any soffits
in the surveyed area?
Soffits - Insert Photos of
Soffit and Conditions
Soffit - Height of Soffit (AFF)
Soffit - Type of Soffit Composition
Soffit - Soffit Condition
(Check All that apply)
Columns - Are There Columns Present?
Columns - Column Picture
Is There a Conveyor Present?
Picture of Conveyor
Stairs - Are There Stairs?
Stairs - Pictures of Stairs from
(Bottom Up)
Stairs - # of Risers
Stairs - Depth of Tread
Stairs - Stair Composition
Other Areas - Are there any other rooms
located within the surveyed area?
Other Areas - Details
Room 1 - Insert Photos of room
and unusual conditions
Room 1 - Ceiling Height
(If different from main area)
Room 1 - Is the floor Raised?
Room 1 - Floor Raised Details
Room 1 - Type of Flooring
Room 1 - Condition of Flooring
(Check all that apply)
Room 1 - Condition of Door and Frame
(Check all that apply)
Room 1 - Composition of Walls
Room 1 - Condition of Wall Composition
Room 1 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 1 - Serious Damage details
Room 1 - Is there another room?
Room 2 - Insert Photos of room
and unusual conditions
Room 2 - Ceiling Height
(If different from main area)
Room 2 - Is the floor Raised?
Room 2 - Floor Raised Details
Room 2 - Type of Flooring
Room 2 - Condition of Flooring
(Check all that apply)
Room 2 - Condition of Door and Frame
(Check all that apply)
Room 2 - Composition of Walls
Room 2 - Condition of Wall Composition
Room 2 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 2 - Serious Damage details
Room 2 - Is there another room?
Room 3 - Insert Photos of room
and unusual conditions
Room 3 - Ceiling Height
(If different from main area)
Room 3 - Is the floor Raised?
Room 3 - Floor Raised Details
Room 3 - Type of Flooring
Room 3 - Condition of Flooring
(Check all that apply)
Room 3 - Condition of Door and Frame
(Check all that apply)
Room 3 - Composition of Walls
Room 3 - Condition of Wall Composition
Room 3 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 3 - Serious Damage details
Room 3 - Is there another room?
Room 4 - Insert Photos of room
and unusual conditions
Room 4 - Ceiling Height
(If different from main area)
Room 4 - Is the floor Raised?
Room 4 - Floor Raised Details
Room 4 - Type of Flooring
Room 4 - Condition of Flooring
(Check all that apply)
Room 4 - Condition of Door and Frame
(Check all that apply)
Room 4 - Composition of Walls
Room 4 - Condition of Wall Composition
Room 4 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 4 - Serious Damage details
Room 4 - Is there another room?
Room 5 - Insert Photos of room
and unusual conditions
Room 5 - Ceiling Height
(If different from main area)
Room 5 - Is the floor Raised?
Room 5 - Floor Raised Details
Room 5 - Type of Flooring
Room 5 - Condition of Flooring
(Check all that apply)
Room 5 - Condition of Door and Frame
(Check all that apply)
Room 5 - Composition of Walls
Room 5 - Condition of Wall Composition
Room 5 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 5 - Serious Damage details
Plumbing - Major Plumbing
Elements Present
Plumbing - Pictures of Plumbing Elements
Plumbing - List Plumbing
Elements Present
Electrical - Major Electrical
Elements Present
Electrical - Pictures of
Electrical Elements
Electrical - List Electrical
Elements Present
Mechanical - Major Mechanical
Elements Present
Mechanical - Pictures of
Mechanical Elements
Mechanical - List Mechanical
Elements Present
Related
Site
CP - Location Address
CP - Location Zip
 
No Field Report records found
Final Deliverables

**Records Highlighted in "RED" mean the link has expired and you must go to Amazon S3 to retrieve it.**

 
Document Type
Notes
Attached Document
File Link
Final
Deliverable?
Date Modified
Last Modified By
Days on Amazon
Days Remaining
on Amazon
 
No Final Deliverable records found
Created on Jan. 10, 2013 at  4:07 PM (MST). Last updated by Lozyniak, Chris on May 17, 2016 at 11:35 AM (MDT). Owned by Lozyniak, Chris.
Chris Lozyniak
Chris Lozyniak
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

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