Edit Daily Reports
Record information about daily job activities.
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Select Time & Jobs > Daily Reports.
The Daily Reports List opens, showing a paginated list of all daily reports in the system.
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To narrow the list of daily reports, use the
Filter / Search section at the top of the page.
- 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.
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When you are finished choosing filter options, select the Filter button.
The grid refreshes to show search results.
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To open and edit a report, do either of the
following:
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To open and edit a report on a separate tab, select Actions > Open In New Tab on a report line.
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To open and edit a report on the current tab, select Actions > Edit.
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- Enter or edit report information as needed.
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To add attachments to a report:
- Select Attachments in the upper right of the page.
- In the Attachment Management pop-up window, you can either drag and drop a file or select Click to browse to upload an attachment.
- When you are finished adding files, select Upload Attachments.
- To remove an attachment, select Actions > Remove for that file.
- To preview all attachments, select Preview All Images. To preview a single attachment, select Actions > Preview for that file.
- To download all attached files, select Download All Attachments. To download a single attachment, select Actions > Download.
- When you are finished adding attachments, select Close in the Attachment Management window.
- Select Save.
- When you are ready to submit the report for manager review and approval, select Complete in the upper right of the report page.
- To return to the Daily Reports List, select the Back button in the upper right of a report.
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In addition to opening reports so that you can edit them, you can also do the
following from the Daily Reports List:
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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.
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Select Actions > Delete to delete a daily report.
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