Edit Daily Reports

Record information about daily job activities.

  1. Select Time & Jobs > Daily Reports.

    The Daily Reports List opens, showing a paginated list of all daily reports in the system.

  2. To narrow the list of daily reports, use the Filter / Search section at the top of the page.
    1. Enter information in any of the fields shown to filter or search by that field. For example, to filter by a specific date range, enter a starting and ending dates in the Date Between field. You can also search by the report type, job, crew, crew supervisor, and by the person who created the report.
    2. When you are finished choosing filter options, select the Filter button.

      The grid refreshes to show search results.

  3. To open and edit a report, do either of the following:
    • To open and edit a report on a separate tab, select Actions > Open In New Tab on a report line.

    • To open and edit a report on the current tab, select Actions > Edit.

  4. Enter or edit report information as needed.
  5. To add attachments to a report:
    1. Select Attachments in the upper right of the page.
    2. In the Attachment Management pop-up window, you can either drag and drop a file or select Click to browse to upload an attachment.
    3. When you are finished adding files, select Upload Attachments.
    4. To remove an attachment, select Actions > Remove for that file.
    5. To preview all attachments, select Preview All Images. To preview a single attachment, select Actions > Preview for that file.
    6. To download all attached files, select Download All Attachments. To download a single attachment, select Actions > Download.
    7. When you are finished adding attachments, select Close in the Attachment Management window.
  6. Select Save.
  7. When you are ready to submit the report for manager review and approval, select Complete in the upper right of the report page.
  8. To return to the Daily Reports List, select the Back button in the upper right of a report.
  9. In addition to opening reports so that you can edit them, you can also do the following from the Daily Reports List:
    • Select Actions > View Attachments, or select the Attachments icon on a report line to review files attached to a report. This icon displays in green if the report has existing file attachments and gray if the report currently has no file attachments.

    • Select Actions > Delete to delete a daily report.