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Daily Logs

Create daily update logs to track weather conditions, labor metrics, progress notes, and photos. Users on your project are able to create, update, and publish multiple logs for each day of the project, if necessary.

Only the current and past dates can be edited in the daily logs. General Notes can be added to future dates. Daily logs can be continually edited while they're in progress, but can only be reopened for editing within one day of publishing or by a project administrator.

Note: Viewing and editing daily logs requires permission. Learn more about the daily logs permissions.

Controlling the Daily Log List View

You can use the calendar to filter the list of daily logs available to select in the list.

You can control the following:

  • Change the month using the arrow icons (useful at the beginning or end of a month)
  • Select a specific day in the calendar
  • Check the select range checkbox and select a beginning and end day
  • Select Today to see the daily logs of the day
  • Select Week to see the daily logs from the week containing a selected day
  • Select Month to see the daily logs of the month showing
Tip: Hover over a bold day in the calendar to see how many logs were entered that day.

Create Daily Logs

  1. Use the module selector Field Management.
  2. Click the Daily Logs tab.
  3. Use the calendar to select the month and day.
  4. Click Create another daily log.
Note: Daily logs cannot be deleted.

Daily Logs Permissions

Users are only able to edit daily logs that they have created. They are also able to view daily logs created by other users within their company.

Users are not able to view or edit daily logs created by users from any other company.

Daily Log Name

When you create a daily log, it will be named after you by default. To edit the daily log name, click the edit icon next to the log name in the upper left corner. Type your log's new name and click the check mark.

Weather Information

Weather information can be entered manually or retrieved automatically. For manual entry, select the desired field and enter the information.

To automatically retrieve weather information:

  1. Click Edit location.
  2. Enter a city name or zip code.
  3. Click the check mark.
  4. Click Get Weather.
Tip: Manual entries may be overwritten at the time of an import. Use the automatic entry first and edit any fields manually afterwards.
Note: The units for weather (Fahrenheit, Celsius, miles and inches, and Kilometers and Centimeters) can be changed using the settings icon .

Labor Hours

Click Add labor items to make lines for each company. Select the companies in the drop-down list.

Enter the number of workers for each company.

Enter the total hours worked from each company.

Tip: Use the Copy from previous link to select a previous daily log to bring in companies and hours automatically.

Optionally, add notes about the labor hours , such as overtime or the workers for the day. The notes can be expanded,collapsed, or deleted.

Photos and Notes

You can upload photos and add notes to daily logs.

To add notes:

  1. Click in the Notes and Photos area.
  2. Enter the notes.
  3. Click the check mark to save the notes.

To add photos:

  1. Click Add Photos.
  2. Browse to and select the desired photos.
  3. Click Open.
Tip: You can also drag photos into the Notes and Photos area.

Edit Daily Logs

If you'd like a daily log to remain in progress and available to edit, don't click Publish when editing it. Instead, navigate back to your project's list of daily logs. Once there, select the daily log to open it and begin making edits.

The daily log will retain its in-progress status until you publish it. Daily logs can be reopened within one day of publishing or by project administrators at any time.

Publish Daily Logs

When all the information has been entered for the daily logs click Publish.

One day after a log is published it can only be reopened by a project administrator.

Creating Multiple Daily Logs

Sometimes you may need to keep and update two or more daily logs. Once you've created your first log for the day, navigate back to the list of daily logs and click Create Another Daily Log.

Export Labor and Workforce Reports

Project Admins have the ability to export labor and workforce reports from Daily Logs as a PDF.

To export a labor and workforce report, first select a single date or a date range in the calendar to filter the logs you'd like to include. Then click the Export report button and select PDF report.

Next, you'll be able to choose a title for the report and choose to group the report by company or date. You can also add additional filters for log status, creator, and company.

Once you've configured the report, click Create Report. Your PDF will download when it's been generated, and you'll be sent an email containing the report as well.

Note:

Labor and workforce report generation is only available to project administrators.

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