User Guide
Project Management
Daily Log/Site Diary
Daily Log/Site Diary
Add a Daily Log/Site Diary entry
Add a Daily Log /Site Diary entry
To add an entry in your project’s Daily Log/Site Diary, follow the steps below.
Step 1: Go to the Daily Log/Site Diary
Navigate to the Project, then to your Management module (last item on the LHS menu) and click on the Daily Log/Site Diary tool.
Step 2: Click on a day
Click on the day related to the entry you wish to log.
Step 3: Add a new diary entry
Select the type of entry you would like to add and type the related information.
Step 4: Add attachments (optional)
Click the small floating paperclip button to reveal the attachment options for your Daily Log entry.
– Attach a plan/file from your document register to your notice
– Markup a plan from your document register and attach it to your notice
– Attach any form notice from your Management module to your notice
– Attach a photo or file from your device to your notice
Step 5: Save
Click the “SAVE” button on the top right-hand side of your screen to save your entry.
Edit a Daily Log/Site Diary entry
Add a Daily Log /Site Diary entry
To add an entry in your project’s Daily Log/Site Diary, follow the steps below.
Step 1: Go to the Daily Log/Site Diary
Navigate to the Project, then to your Management module (last item on the LHS menu) and click on the Daily Log/Site Diary tool.
Step 2: Click on a day
Click on the day that contains the entry you wish to edit.
Step 3: Click the overflow button
Click the overflow button on the right-hand side of the related entry’s block and select “Edit” from the menu.
Step 4: Edit entry information
Make any changes to your entry’s information.
Step 5: Add/remove attachments (optional)
Click the small floating paperclip button to reveal the attachment options for your Daily Log entry.
- Attach a plan/file from your document register to your notice
- Markup a plan from your document register and attach it to your notice
- Attach any form notice from your Management module to your notice
- Attach a photo or file from your device to your notice
Step 6: Save
Click the “SAVE” button on the top right-hand side of your screen to save your entry.
Remove a Daily Log/Site Diary entry
Remove a Daily Log / Site Diary entry
To remove an entry from your project’s Daily Log/Site Diary, follow the steps below.
Step 1: Go to the Daily Log/Site Diary
Navigate to the Project, then to your Management module (last item on the LHS menu) and click on the Daily Log/Site Diary tool.
Step 2: Click on a day
Click on the day that contains the entry you wish to remove.
Step 3: Click the overflow button
Click the overflow button on the right-hand side of the related entry’s block and select “Remove” from the menu.
Search the Daily Log/Site Diary
Search the Daily Log / Site Diary
You can search for Daily Log/Site Diary entries by description, type and between selected date ranges. To use the search tool, follow the steps below.
Step 1: Go to the Daily Log
Navigate to the Project, then to your Management module (last item on the LHS menu) and click on the Daily Log/Site Diary tool.
Step 2: Click on the “SEARCH” button
Click on the “SEARCH” button on the top right-hand side of your screen.
Step 3: Select search criteria
To search for Daily Log entries by description, company name or title, type into the “Search” text input.
You can also search by entry type, and/or within a certain date range.
Step 4: Click the “SEARCH” button
Click the “SEARCH” button on the bottom right-hand side of the dialogue to display your list of search results. You can view a specific entry by clicking on the related entry tile.
Step 6: Create a report (optional)
You can create a Daily Log report based on your list of search results by clicking the “EXPORT” button on the top right-hand side of your screen.
The exported folder will be in “.zip” format, containing the Daily Log pdf report and all related attachments.
Example: Daily Log Report pdf file
Import Daily Log/Site Diary entries from another day
Import Daily Log / Site Diary entries from another day
To import Daily Log/Site Diary entries from another day, follow the steps below.
Step 1: Go to the Daily Log/Site Diary
Navigate to the Project, then to your Management module (last item on the LHS menu) and click on the Daily Log/Site Diary tool.
Step 2: Click on a day
Click on the day you would like to add your imported entries too.
Step 3: Import diary entries
Click the “IMPORT ENTRIES FROM ANOTHER DAY” button, or click the overflow button on the top right-hand side of your screen and select “Import” from the menu.
Step 4: Select a day
Click to select the day you would like to import entries from.
Step 5: Select the type of entries you would like to import
Select the type of entries you would like to import from your selected day.
Step 6: Import entries
Click the “IMPORT” button on the bottom right-hand side of the dialogue to import entries into your selected day.
Export a Daily Log/Site Diary report
Export a Daily Log / Site Diary report
To export a Daily Log/Site Diary report in PDF, follow the steps below.
Step 1: Go to the Daily Log/Site Diary
Navigate to the Project, then to your Management module (last item on the LHS menu) and click on the Daily Log/Site Diary tool.
Step 2: Click on the “SEARCH” button
Click on the “SEARCH” button on the top right-hand side of your screen.
Step 3: Select search criteria
To search for Daily Log entries by description, company name or title, type in to the “Search” text input. You can also search by entry type, and/or within a certain date range.
Step 4: Click the “SEARCH” button
Click the “SEARCH” button on the bottom right-hand side of the dialogue to display your list of search results. You can view a specific entry by clicking on the related entry tile.
Step 5: Create a report
You can create a Daily Log/Site Diary report based on your list of search results by clicking the “EXPORT” button on the top-right hand side of your screen. The exported folder will be in “.zip” format, containing the Daily Log/Site Diary PDF report and all related attachments.
Example: Daily Log/Site Diary Report pdf file
Daily Weather Report in Daily Log/Site Diary
Daily Weather Report in Daily Log / Site Diary
The weather in your project’s Daily Log/Site Diary is taken from the closest weather station to your project’s address, which must to be entered by selecting an address from Google’s pre-defined list of addresses.
We store a snapshot of your site’s weather data at 6:00 AM, 12:00 PM and 4:00 PM daily, including temperature, precipitation and wind.
We show and save your project’s weather from the date your project is created. Your project’s Daily Log/Site Diary will display the weather forecast for the next 7 days.
Note: If your project address is entered manually when it was created (instead of selecting an address from Google’s pre-defined list), your project’s weather may not be displayed.
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