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
| Status | Resulting State |
|---|---|
| Approved | terminal |
| Canceled | terminal |
| Rejected | terminal |
| Awaiting_Review | non-terminal |
| Open | non-terminal |
| Pending_Approval | non-terminal |
| Sent_for_Revision | non-terminal |
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, select Send, and select an action in the Workflow Actions list to determine the next step in the workflow. Select 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.- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Field Management, and then select Daily Report.
- On the Daily Report page, select Create. Refer to the tables below to complete the form. You can select Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Send.
- On the Workflow Action Details tab, select who should receive this BP.
- If permitted, you can add users to the CC list. These users will receive a notification about this BP but are not assigned a task.
- If permitted, you can select lists of members in the Contact List section. These members also receive a notification about this BP 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.
- Select Send.
- In the Notification window, review the content, and select 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 |
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 50 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 50 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 50 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 |