Daily report: concepts

Manual — Daily report · chapter 1 of 9

The daily report (the site diary) is the record of one day of a construction job: the weather in the morning, afternoon and night, the activities and occurrences with photos, the workforce present and idle per job role and per company, the equipment, the energized area and the observations. Once filled in, the daily report goes through the approval of engineering, management and the client, each with their own signature, and becomes a PDF that can be sent by e-mail.

In H2O, every daily report belongs to a project (the Projects manual). The project gives the place for the weather, the workforce companies (the project team) and the client approval rule.

Warning

The daily report records what the team reported and the approval path. The technical responsibility for the content stays with whoever fills it in and whoever signs it.

Where it is

Figure 1. Operations › Daily Reports: the cards per state, the filters and the list with the daily reports of Vila Nova Residential — Tower 1 and of the company’s other projects.

1. 1The Operations › Daily Reports menu.
2. 2New Daily Report — creates a daily report in any project (chapter 3).
3. 3The cards: Total and one per state. Click a state to filter.
4. 4The filters (chapter 2).
5. 5The list: project, author, date, state, energy and the PDF of each daily report.

Where	What is done there	Chapter
Operations › Daily Reports	all the company’s daily reports, with filters and the PDF of each one	2
Operations › Projects › project › Daily Reports tab	the project’s daily reports, New Daily Report and sending several PDFs by e-mail	2, 3 and 6
daily report page	fill in, submit, approve, reject, archive, the PDF and the history	4 to 7
People › Workforce	the workforce job roles (Bricklayer, Labourer, Foreman…)	4
Operations › Projects › project › Edit	the Daily report without client approval switch	5
My Profile › Digital Signature	the signature used in approvals	5
H2O app — Daily report on the home screen and the project’s Daily report tab	today’s daily report, offline, with photos, workforce and approval	8

The states

The daily report goes through six states. The badge appears in the list, on the page and in the PDF:

State	Means	In the PDF
In progress	the daily report is being filled in. It is the state of every new daily report, and where it returns when rejected or reopened.	IN PROGRESS
Awaiting Engineering	submitted; waiting for engineering approval.	AWAIT. ENG.
Awaiting Management	approved by engineering; waiting for management.	AWAIT. MGMT.
Awaiting Client	approved by management; waiting for the client. Does not happen in a project with Daily report without client approval.	AWAIT. CLIENT
Approved	flow completed.	APPROVED
ACC File	archived after approval.	ARCHIVED

The full path, with who approves each step, is in chapter 5.

Access rights

The daily report uses two rows of the profile (People › Profiles › profile › Permissions tab, Operations group): Daily Reports, which controls the menu and the approval flow, and Projects, which controls the content of the daily report — open, create, fill in and delete.

Figure 2. People › Profiles › Super-Admin › Permissions, Operations group: the Projects and Daily Reports rows, the latter with the three approval marks.

1. 1Projects row — open, create, fill in and delete daily reports.
2. 2Daily Reports row — Read shows the menu; Edit submits, archives and reopens.
3. 3Approve (Eng.), Approve (Mgmt.) and Approve (Client) — who approves each step.

To…	You need
see the Operations › Daily Reports menu and the general list	Read in Daily Reports
open a daily report, see the project’s Daily Reports tab and generate the PDF	Read in Projects
New Daily Report (blank or copy), in the general list or in the project tab	Create in Projects
add an activity or equipment	Create in Projects
add a photo, video or PDF to an activity	Create in Projects and Create in Documents
Edit the information, change an activity, enter the workforce and Copy Workforce	Edit in Projects
remove an activity, photo or equipment	Trash in Projects
Submit for Approval	Edit in Daily Reports
Approve (Engineering)	Edit and Approve (Eng.) in Daily Reports
Approve (Management) or Approve (Final)	Edit and Approve (Mgmt.) in Daily Reports
Approve (Client)	Edit and Approve (Client) in Daily Reports
Reject	the same approval as the step the daily report is in (and Edit)
Archive and Reopen	Edit in Daily Reports
delete the daily report	Trash in Projects
Send by e-mail (several PDFs)	Read in Daily Reports

System rule

The Projects rights apply on the project’s site: the profile must be on the job’s site (or on a site above it, recursive). Whoever approves as client also needs Read in Projects to open the daily report.

Tip

On the web, each button appears only to whoever has the right the server checks when saving: what does not appear is what would give an error. For the site team, give both: Read, Create, Edit and Trash in Projects and Read and Edit in Daily Reports; add only the approval mark of each role.

Warning

In the app, creating the daily report and sending it to engineering require only Read in Daily Reports (the app does not check Create in Projects or Edit in Daily Reports). A profile with only Read — the field technician, for example — creates and sends daily reports through the app, but does not see those buttons on the web. Approvals require the same mark on both (chapter 8).

Web and app

I do this…	Web	App
create the daily report blank or copying a previous day	yes, on any date	yes, up to today (never a future date)
automatic weather (morning, afternoon, night)	yes, at creation	yes, at creation; and it fetches the weather of a daily report created without it
activities with photos, videos and PDF	yes	yes, also offline
workforce and equipment	yes	yes
energized area	Energized area? (Yes/No) and fields	Energized site? switch and fields
submit, approve and reject	yes	yes, also offline
archive and reopen	yes	no
daily report PDF	yes	yes (the server’s, when online; a PDF made on the device, when offline)
send several PDFs by e-mail	yes	no
change history	yes (only what is done on the web)	no