Daily Site Summary
Only available to users with Daily Report Admin setting applied.
- Open today’s Daily Report
- Click Edit Site Summary
- Edit:
- Hours worked type (Normal, RDO, Modified)
- Start/end time
- Reason for lost hours (if applicable)
- Weather comments
- Save Changes
Add User Daily Report (General Contractor/Standard Users)
- Go to Daily Report > Select date
- Under User Daily Reports, click Edit (pencil icon)
- Add:
- Progress Report (Site Visitors, Work Completed Today, Notes)
- Photos
- Comments on photos
- Additional fields if configured
- Save Changes
Approve or Reopen
- After submitting:
- Click View (eye icon) to review
- Click Approve (tick box icon) to approve
- Click Unlock (padlock icon) to reopen and edit another user’s report
After the entry is 'Approved' by an admin user, it will be locked. It can then only be unlocked by an admin user.