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Table of contents
No headersThe following table contains the Daily Reports buttons, descriptions of the buttons, the location in the module where the buttons appear, and the permissions required to be able to use the buttons.
| Button | Description | Location | Permissions |
|---|---|---|---|
|
| Adds your saved signature image to the daily report and locks the report. Only the report Author and users with Administrator permission can unlock a locked report. For instructions on setting up a PIN, see Resetting your Signature Image PIN in Personal Organizer > User Info. | General tab | Administrator Change Company Only |
|
| Associates a daily report with other documents in Constructware. Users have the ability to make the selected daily report part of an existing attachment or create an attachment starting with the daily report. Daily reports that are part of an attachment are denoted in the log with the paper clip button. | Daily Report main log | All users who have access to the Daily Reports module. |
|
| Updates the Labor Units field by recalculating any personnel rows containing a value in the No. of Workers field. | Companies edit Companies multi-edit | Administrator Change Company Only |
|
| Enables you to select the date. | General tab Safety tab | Administrator Change Company Only |
|
| Enables you to enter additional comments related to a specific daily report. | Daily Report main log General tab | All users who have access to the Daily Reports module. |
|
| Enables you to take information from an existing daily report and copy to another (either a different day or shift). All information can be copied, except for the daily report number and information entered on the Weather screen. | Daily Report main log | Administrator Change Company Only |
|
| Enables you to access Module Customization for Daily Reports, which controls the configuration of numbering and default values for all fields, per project. | Daily Report main log | Administrator |
|
| Enables you to modify an existing daily report that is of “active” state. Daily Reports of “locked” state cannot be edited. | Daily Report main log Weather tab Companies tab Equipment tab Materials tab Visitors tab Safety tab QA/QC tab | Administrator Change Company Only |
|
| Populates the fields on the Weather tab with the current weather values (based on the project zip code) imported from the internet. | Weather edit | Administrator Change Company Only |
|
| Opens the History page to allow you to view the Distribution History of the selected document. Information that can be viewed includes: any sent documents, the recipients, the date on which the document was sent, and confirmation of receipt (time/date stamping, and so on). Also displays the Material Tracking History for the selected material item, including quantity received and quantity remaining. Applies only to material items received against a PO. | Daily Report main log Materials tab | All users who have access to the Daily Reports module. |
|
| Enables you to modify Daily Reports information for multiple companies at one time. | Companies tab | Administrator Change Company Only |
|
| Enables you to initiate the creation of a new daily report. | Daily Report main log All tabs | Administrator Change Company Only |
|
| Enables you to enter additional notes. | Materials tab | Administrator Change Company Only |
|
| Permanently removes an entry from any of the Daily Report tabs. | All tabs | Administrator Change Company Only |
|
| Directs you to the Daily Reports category of the General Reports module. From here, several reports specific to Daily Reports can be generated. | All pages | All users with permission to the Reports module. |
|
| Saves the entered information. | Edit pages and most tabs | Administrator Change Company Only |
|
| Saves the entered information and closes the active page. | Edit pages and most tabs | Administrator Change Company Only |
|
| Saves the entered information and clears the fields to allows for new entries. | All tabbed edit pages | Administrator Change Company Only |
|
| Saves the entered information and then displays information pertaining to the previous daily report. | Companies edit Equipment edit Materials edit Safety edit QA/QC edit | Administrator Change Company Only |
|
| Saves the entered information and then displays information pertaining to the next report. | Companies edit Equipment edit Materials edit Safety edit QA/QC edit | Administrator Change Company Only |
|
| Enables you to select from a list of related information. | General tab Companies tab Companies edit Companies multi-edit Equipment tab Equipment edit Materials edit Visitors tab Safety tab QA/QC tab QA/QC edit | Administrator Change Company Only |
|
| Opens the Send Wizard. Allows you to send your item by message, email, or fax; and/or to build a Distribution list that displays on the document. See Send Wizard for more details. | All pages | All users who have access to the Daily Reports module. |
|
| Enables you to check the spelling. | All tabs | Administrator Change Company Only |
|
| Enables you to select the desired time. | Materials edit Visitors tab Visitors edit Safety edit | Administrator Change Company Only |
|
| Used to both view and print a daily report. If the daily report was created using a document template, it is viewed using Microsoft Word. Otherwise, the daily report displays in your browser in the Constructware default formatting. Once the document displays, you can print it using the File/Print function of the browser. | All pages | All users who have access to the Daily Reports module. |
|
| Returns you to the main log. | All tabs and edit pages | Administrator Change Company Only |
|
| Enables you to void the selected Daily Report. | Daily Report main Log | Administrator Change Company Only |
