Purpose:
This article explains how to locate and navigate records within Damstra Forms, including Forms, Actions, Punch Lists, Drawings & Docs, and more.

Audience:
All users of Damstra Forms, especially those working within Projects.

Overview

In Damstra Forms, most records are organized under specific Projects. To access any records—such as Forms, Actions, Punch Lists, or Drawings & Docs—you must first select a Project.

Steps to access records

1. Select a Project
   Use the left-hand menu to choose your Project.

   If you don’t see your Project listed, contact your Administrator to add you as a Project Member.

2. Navigate to Registers
   Once you've selected a Project, you can access its Registers. Registers are categorized lists that store your Project’s records:
   • Forms
   • Memos
   • Actions
   • Punch Lists

   • Drawings & Docs

     

3. Use the Register features
   Within each Register, you can:
   • Search and filter to locate specific items.
   • Select an item to reveal action buttons such as:
     • View PDF
     • Details
     • Edit
     • Send
       (Options may vary based on your user permissions.)
   • Create a new item by clicking the Create button.

Admin and Insights menus (Web only)

These menus are available only to Super Users.

• Insights menu
  Use this menu to extract data from Damstra Forms. It includes:
  • Exports
  • Alerts
  • Metrics

  • Site Assistant
    (Visible on the right side of the screen on web; coming soon to iOSand Android apps.)

    

• Admin menu
  Access setup options for:
  • Users
  • Organization

  • Projects