VPO Daily Reports

The Daily Reports module is used to track the actions occurring on the job site each day.

1. Select Daily Reports from under the Field Menu and click on +New

   

   Note:

   There are multiple ways to look at the Daily Reports information with the use of views. The views available are:
   ▪ *All Daily Reports

   To learn more about views, click here

2. In the DAILY REPORT Section, enter the following information:

   

   IMPORTANT:

   Any field with an asterisk * is a required field and must be entered.

   ▪ Daily Report Title: A descriptive title for the daily report
   ▪ Daily Report Number: This is automatically generated (1,2,3, etc.)

3. In the GENERAL INFORMATION Section, enter the following:

   

   ▪ Copy from Previous Report: A drop-down to select to copy from a previously entered report
   ▪ Reported By: The user who is initiating this Daily Report (This will default to the user entering the daily report but can be modified)
   ▪ Report Date: The date the Daily Report is being entered (This will default to the current date but it can be modified)
   ▪ Temperature Range: The appropriate range of temperature for the day
   ▪ Weather Conditions: Select the appropriate weather conditions (Multiple conditions can be selected)
   ▪ Weather Delay: Select Yes if there was a delay due to weather
   ▪ Deliveries to the Site: Any notable deliveries to the site
   ▪ Acknowledged By: The user who is acknowledging the Daily Report
   ▪ Total Workers: System will total the workers from the Manpower tab

4. Use the MANPOWER Section to enter the following information:

   

   IMPORTANT:

   Click +  to add each line item

   ▪ Line: Enter the next Line Number
   ▪ Manpower Contractor: The contractor providing the manpower (This is populated from the directory)
   ▪ Number of Workers: Total workers for the contractor
   ▪ Hours: Total hours for the contractor
   ▪ Comments: A brief description of the work performed

5. Use the EQUIPMENT Section to track equipment used on the job and enter the following fields:

   

   IMPORTANT:

   Click +  to add each line item

   ▪ Line: Enter the next Line Number
   ▪ Equipment Type: Select the appropriate equipment type from the drop-down
   ▪ Total: Total equipment
   ▪ Comments: Any comments about the equipment

6. Use the VISITORS Section to record visitors to the job site and enter the following fields:

   

   IMPORTANT:

   Click +  to add each line item

   ▪ Line: Enter the next Line Number
   ▪ Visitor Company: Select the company from the drop-down the visitor is from (this is populated from the directory)
   ▪ Other: Enter the company name for the visitor (If the company wasn't in the Visitor Company drop-down)
   ▪ Comments: Any comments about the visitor

7. Use the PHOTOS Section to upload photos for the report:

   

   ▪ Click + New Entry
   ▪

   IMPORTANT:

   Only one photo per line item

   IMPORTANT:

   When finished entering information, click Save and Continue or Save and Close

   
   ▪ Title: Enter a title for the Photo
   ▪ Comments: Enter any comments about the photo
   ▪ Photo Link:Click Add or drop a photo

8. Use the ATTACHMENTS Section to add or view any attachments for the contract

   Note:

   To learn how to attach files, click here

   

   IMPORTANT:

   When finished entering information, click Save and Continue or Save and Close