# Filling the Coordination Note

> Coordination notes are required before you can begin: record how and with whom you coordinated, set the schedule, then start the inspection.

Product: RAZE Mobile App
Source: https://getaraze.com/tools/fill-coordination-note
All guides: https://getaraze.com/tools

## Quick Reference

- Open the inspection card. If the Coordination Note reminder appears, tap Ok.
- Choose the Manner of Communication and the Party Coordinated with.
- Answer "Is there a set Date/Time?" and, if Yes, set the schedule date and time.
- Tap Start Inspection.

## Before You Start

- You've contacted the borrower or GC about site access. See Coordinating Site Access with the Borrower.
- The inspection is open on its card in the RAZE mobile app.

## Step 1: Open the Coordination Note

**Tap Ok on the reminder.** RAZE reminds you: "Fill the coordination note before starting the inspection." Tap Ok.

![The reminder appears on the inspection card. Tap Ok.](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/01-coordination-reminder.webp)

**The note opens on the inspection card.** The Coordination Note appears below the inspection details. Questions marked with * are required.

![Three required questions: Manner of Communication, Party Coordinated with, and "Is there a set Date/Time?"](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/02-coordination-form.webp)

## Step 2: Record How You Coordinated

**Manner of Communication.** Tap Select next to Manner of Communication, scroll to how you reached them (such as Text, Call, or Voicemail), and tap Done.

![Text is selected. Tap Done.](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/03-manner-of-communication.webp)

**Party Coordinated with.** Tap Select next to Party Coordinated with, choose Borrower, GC, Both, or Other, and tap Done.

![Both is selected. Tap Done.](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/04-party-coordinated-with.webp)

## Step 3: Set the Inspection Date and Time

**Answer "Is there a set Date/Time?".** Tap Yes if you've agreed on a time with the borrower. Inspection Schedule Date and Inspection Schedule Time appear below. Once the required questions are answered, the button at the bottom changes from Fill Coordination Note to Start Inspection.

![Yes is selected, Inspection Schedule Date appears, and Start Inspection is ready.](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/05-set-date-time.webp)

**Pick the date and time.** Tap the date (it starts on Today) and the time, scroll to your appointment, and tap Done.

![The inspection is scheduled for today at 05:00 PM.](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/06-schedule-and-start.webp)

**Add details if you need to.** Additional Details is optional. Leave it at No, or switch it to Yes to add more information about the coordination, such as gate codes or who will meet you on-site.

## Step 4: Start the Inspection

**Tap Start Inspection.** Tap Start Inspection. Your Inspection opens with Photo Gallery, Draw Sheet, and Questionnaire, ready for your site visit.

![The inspection has started.](https://getaraze.com/images/docs/mobile-app/fill-coordination-note/07-inspection-started.webp)

## Tips

**DO**
- Fill the note right after you reach the borrower, while the details are fresh.
- Choose Both when you coordinated with the borrower and the GC.
- Set the agreed date and time whenever you have one.
- Use Additional Details for anything the next step needs, like access instructions.

**WATCH FOR**
- You can't start the inspection until the required questions are answered.
- Inspection Schedule Date starts on Today. Change it if your visit is on another day.
- The time picker uses AM and PM. Check it before you tap Done.

## Troubleshooting

**Q: I can't start the inspection.**
A: Fill the Coordination Note first. Answer Manner of Communication, Party Coordinated with, and "Is there a set Date/Time?", then tap Start Inspection.

**Q: I chose the wrong option.**
A: Tap the answer next to the question and choose again.

**Q: The status stays on "Saving..."**
A: Check your phone's connection and give it a moment. If it doesn't change to "Saved," contact RAZE support at contact@getaraze.com.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.
