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