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Project Daily Reports and Audits

Manual — Projects · chapter 9 of 13

The Daily Reports and Audits tabs show the field records of this project. The same records, of all projects, are in Operations › Daily Reports and Operations › Audits. Here are the essentials; the complete step by step is in the dedicated manuals.

Daily Reports tab

Section titled “Daily Reports tab”
Daily Reports tab of Vila Nova Residential — Tower 1: the year and month filters, New Daily Report, the 9 reports (from "Daily report — 21/07/2026" to "Daily report — 28/09/2026") with the status of each one and two reports selected to be sent by e-mail.

Figure 18. Daily Reports tab of Vila Nova Residential — Tower 1: the year and month filters, New Daily Report, the 9 reports (from “Daily report — 21/07/2026” to “Daily report — 28/09/2026”) with the status of each one and two reports selected to be sent by e-mail.

  1. 1Daily Reports (N).
  2. 2Year and Month filters.
  3. 3New Daily Report — it needs the Create right in Projects.
  4. 4Check boxes — choose several reports to send.
  5. 5Send by e-mail — shown when some report is checked.
  6. 6Report Status.
  7. 7PDF icon of a report.
  • New Daily Report opens the Novo Diário de Obras window (still in Portuguese) already with the project: choose the Data (date — the weather forecast for morning, afternoon and night appears and is recorded in the report) and the mode — Em branco (blank) or Copiar de anterior (copy from a previous one). When copying, choose the source report and O que copiar (what to copy): Atividades (activities), Mídias (media), Equipes (teams) and Equipamentos (equipment).
  • Clicking a row opens the report to fill in activities, workforce, equipment and media, and to follow the approval flow.
  • Send by e-mail generates the PDF of each checked report and sends a ZIP to the recipients entered (separate the e-mails with comma, space or line break).
Status Meaning
In progress the report of the day, still being filled in.
Awaiting Engineering submitted; waiting for engineering approval.
Awaiting Management approved by engineering; waiting for management.
Awaiting Client approved by management; waiting for the client — unless the project has Daily report without client approval (chapter 4).
Approved flow completed.
ACC File archived.
  • Each approval requires the registered signature of the approver, and the approval level comes from the Daily Reports right (Approve (Eng.), Approve (Mgmt.), Approve (Client)).
  • Deleting a report (on the report screen) needs Trash in Projects.
  • In the app, the project’s Daily report tab opens today’s report (chapter 11).
  • The whole flow, the PDF and the copy rules are in the Daily report manual.

Audits tab

Section titled “Audits tab”

These are the project audits: an inspection checklist applied at the job site or installation (workmanship quality, site safety, tidiness of the technical room), with the answers Compliant, Partially Compliant, Non-Compliant and Not Applicable. Not to be confused with the ISO Audit of the Quality menu, which is another module.

Audits tab: the New Audit panel with the template Site quality and safety audit, the Monthly audit — October 2026 (Open) expanded with the checklist and the Monthly audit — September 2026 (Finished).

Figure 19. Audits tab: the New Audit panel with the template Site quality and safety audit, the Monthly audit — October 2026 (Open) expanded with the checklist and the Monthly audit — September 2026 (Finished).

  1. 1Audits and Statistics sub-tabs.
  2. 2New Audit — already clicked here: the button turns into ✕, which closes the panel. It needs the Create right in Audits.
  3. 3Audit Template and Create.
  4. 4An audit: number, name, author and how many items have been answered.
  5. 5Open or Finished badge.
  6. 6Download PDF.
  7. 7Trash can — only on an Open audit, with Trash in Audits.
  8. 8The checklist, answered right there; Finish at the end.
  • The models are the templates with Template type = Audit, registered in Knowledge › Templates. Without any, No audit template found. appears.
  • Answering needs Edit in Audits. Finish only goes through with all required items answered and with the signature of whoever finishes registered (in the app: Profile menu).
  • A finished audit cannot be deleted.
Statistics sub-tab with the two monthly audits selected: the evolution between the audits, the totals and the pie charts by checklist group (Safety, Quality, Housekeeping and environment).

Figure 20. Statistics sub-tab with the two monthly audits selected: the evolution between the audits, the totals and the pie charts by checklist group (Safety, Quality, Housekeeping and environment).

  1. 1Select the audits — All / None or one by one.
  2. 2Evolution across Selected Audits — compare the first inspection with the re-inspection.
  3. 3The totals: Compliant, Partially Compliant, Non-Compliant, Not Applicable and % Compliant.
  4. 4One pie chart per checklist group and the Overall one.
  5. 5Non-Conformities / Group.

Sending the report by e-mail, the PDF and use in the app are in the Audits manual.

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