Daily Report Business Process

Use the Daily Report business process to catalog activities, progress, site visits, issues, resolutions, and other pertinent information. Often this record is copied from the previous entry and edited to reflect changes since the last entry.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Approved

terminal status

Canceled

terminal status

Rejected

terminal status

Awaiting_Review

non-terminal status

Open

non-terminal status

Pending_Approval

non-terminal status

Sent_for_Revision

non-terminal status

Workflow

The default workflow for the Daily Report business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Related Processes

The Daily Report business process might create the following business processes: Issue

The Daily Report business process might be created by the following business processes: Not applicable

Creating a Daily Report Record

Create a Daily Report record by navigating to Field Management / Daily Report on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Daily Report task that has been assigned to you from the Tasks log.

Complete the Daily Report form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Field Management, and then select Daily Report.
  3. On the Daily Report page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Daily Report.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Daily Report but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Daily Report Form

Key Information

Key information about this daily report is provided below.

Field Name

Access

Description

Title

Required

Enter a title.

Contract

Editable

The contract that is a reference to this record

Superintendent

Editable

The name of the superintendent

Project Manager

Editable

The manager of the project

Contractor

Editable

The name of the main contractor

Daily Activity Date

Editable

The date of the daily report

Work Status

Summary of the work done during the reporting day and anything that affected it

Field Name

Access

Description

Work Performed

Editable

The work completed on the project on the day of the report

Discrepancies

Editable

The differences between planned and actual work

Deficiencies

Editable

Indicate the deficiencies (work not done or done improperly) on the day of the daily report.

Comments

Editable

Comments for the daily report

Workforce

Total number of people/hours that worked the reporting day

Field Name

Access

Description

Total Workforce

Read-Only

The number of people on the workforce on the day of the report

Total Workforce Hours

Read-Only

The total number of the hours that all project personnel worked on the project on the day of the report

Photos

Indicate whether photos have been taken and are attached.

Field Name

Access

Description

Photos Taken

Editable

Indicate whether photos have been taken.

Photos Attached

Editable

Indicate whether photos have been entered into record on the day of the report.

Weather

The weather conditions for the job site (if applicable)

Field Name

Access

Description

Sky Conditions

Editable

The conditions of the on the day of the report

Wind Scale

Editable

The average wind on day of report

Precipitation

Editable

The type of precipitation measured on the day of report

Precipitation Amount (inches)

Editable

The amount of precipitation on the day of the report

Ground Conditions

Editable

The ground conditions at the time of the report

Humidity

Editable

The amount of humidity on the day of the report

Temperature (F)

Editable

The temperature on the day of report

Pressure (Inches of Hg)

Editable

The pressure reading for the day. Might designate a time of day to take reading.

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Name

Read-Only

Name of the project

Project Number

Read-Only

Unique Project Number

Additional Information

The Daily Reports Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Daily Reports Date Picker UDF 1

Disabled

Reserved for future use by your organization

Daily Reports Date Picker UDF 2

Disabled

Reserved for future use by your organization

Daily Reports Decimal UDF 1

Disabled

Reserved for future use by your organization

Daily Reports Decimal UDF 2

Disabled

Reserved for future use by your organization

Daily Reports Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Daily Reports Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Daily Reports Picker UDF 1

Disabled

Reserved for future use by your organization

Daily Reports Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Daily Reports Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Daily Reports Text 255 UDF 1

Disabled

Reserved for future use by your organization

Daily Reports Text 255 UDF 2

Disabled

Reserved for future use by your organization

Daily Reports Text 255 UDF 3

Disabled

Reserved for future use by your organization

Daily Reports Text 255 UDF 4

Disabled

Reserved for future use by your organization

Daily Reports Long Text UDF 1

Disabled

Reserved for future use by your organization

Daily Reports Long Text UDF 2

Disabled

Reserved for future use by your organization

Completing the Equipment tab

General

Equipment on site during the reporting period

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Description

Editable

Enter any additional details.

Model

Editable

The equipment model information

Type

Editable

The type of equipment

Units

Editable

The number of units

Area

Editable

The area, from a list of physical areas, related to this project or building

Remarks

Editable

Any additional comments about this vendor

Source

Editable

The source of the equipment

Idle

Editable

Indicates if the equipment is idle.

Rented

Editable

The date the equipment is rented

Acquired

Editable

The date the equipment was acquired

Due Back

Editable

The equipment return due date

Completing the Issues tab

Description

A brief description of the issue

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Issue

Create issues by entering in the issue details.

Field Name

Access

Description

Create an Issue?

Editable

Allows for automatically creating an issue after closing the record

Title

Editable

The title of the issue

Issue Priority

Editable

The priority of the issue

Issue Severity

Editable

The severity of the issue

Identified By

Editable

The person who has identified the risk

Identified Date

Editable

The date the risk was identified

Delays

Delays that occurred today

Field Name

Access

Description

Reason for Delay

Editable

Reason for any delays today

Hours Delayed

Editable

Hours of delay today

Completing the Materials tab

General

Materials on site during the reporting period

Field Name

Access

Description

Material Name

Required

The name of material used

Unit of Measure

Editable

Enter the Unit of Measure used for the Unit Quantity and Cost Per Unit amounts.

Item Quantity

Editable

Enter the item quantity.

Delivery Time

Editable

The time of delivery

Short Description

Required

Enter a description of 250 characters or fewer.

Description

Editable

Enter any additional details.

Remarks

Editable

Any additional comments about this vendor

Area

Editable

The area, from a list of physical areas, related to this project or building

Ticket Number

Editable

The ticket number for a specific requisition

Requisition Date

Editable

The date the material is requested

Completing the Visitors tab

General

Visitors on site during the reporting period

Field Name

Access

Description

Visitor Name

Required

The name of the visitor

Short Description

Required

Enter a description of 250 characters or fewer.

Arrival Time

Editable

The date and time of the visitor's arrival

Departure Time

Editable

The date and time of the visitor's departure

Company Name of Visitor

Editable

The name of the company that the visitor works for

Company Represented

Editable

The name of the company that the visitor represents

Remarks

Editable

Any additional comments about this vendor

Completing the Workforce tab

General

General information about the workforce

Field Name

Access

Description

Contractor

Required

The name of the main contractor

Area

Editable

The area, from a list of physical areas, related to this project or building

Work Performed

Editable

The work completed on the project on the day of the report

Remarks

Editable

Any additional comments about this vendor

Employee Count

Number of employees present during the project reporting day and number of hours worked by each group of employees

Field Name

Access

Description

Project Managers

Editable

The number of project managers who worked on the project on the date of the daily report

Project Managers Hours

Editable

The number of hours worked by the project managers

Apprentices

Editable

The number of apprentices who worked on the project on the date of the daily report

Apprentices Hours

Editable

The number of hours worked by the apprentices

Journeymen

Editable

The number of journeymen who worked on the project on the date of the daily report

Journeymen Hours

Editable

The number of hours worked by the journeymen

Safety Staff

Editable

The number of safety staff that worked on the project on the day of the daily report

Safety Staff Hours

Editable

The number of hours worked by the safety staff

Superintendents

Editable

The number of superintendents who worked on the project on the date of the daily report

Superintendents Hours

Editable

The number of hours worked by the superintendents

Administrative Staff

Editable

The number of administrative staff who worked on the project on the date of the daily report

Administrative Staff Hours

Editable

The number of hours worked by the administrative staff

Other Staff

Editable

The number of other staff who worked on the project on the day of the daily report

Other Staff Hours

Editable

The number of hours worked by the other staff



Last Published Monday, April 14, 2025