Copy, create and send daily reports

Copy, create and send daily reports

With the Basic license, you will see the menu option "Daily Report" in the left menu, where you can create daily reports and daywork sheet. See also: Daywork Sheet.



Switch between daily report and daywork sheet.

To switch to a daywork sheet, click on the dropdown menu at the top and select either time and materials report or daily construction report.


Create a daily report

Use the plus button in the bottom right to create your daily construction report or copy an existing one.


Note: As soon as you create a daily construction report, it will be assigned to the corresponding calendar week.

Information in the Daily Report

In the daily construction report, you can record general information such as:

  • Construction phase
  • Date
  • Editor
  • Weather
  • Working hours
  • Bad weather block

Similar to the construction diary, you can record the following additional information on the right:

  • Personnel
  • Activities
  • Miscellaneous / Special incidents
  • Materials / Delivery notes
  • Machines and equipment
Settings for occupational groups in personnel can be found in the General Settings.


Weather

Click on Load Weather Data to search for and load weather data from the internet.

The weather always refers to two basic pieces of information:

  1. The specified date
  2. The project address of the current project (Found under Projects menu item)

Date

The specified date can be today's date or a date in the past. In the latter case, "historical weather data" will be retrieved. If you change the date afterwards, the weather data will be automatically deleted since it no longer corresponds to reality.

Project Address

Under Projects, you can assign an address to the current project. The search for the correct weather is based on this project address. If no project address is stored, no weather can be found. If only a partial address is stored, you will also receive a notification to complete the address.


Personnel

For personnel, select from the employment groups. You can modify and add to these in the general settings. You can record the number of workers and hours. If you want to record multiple personnel hours, this is easiest done through a series. To do this, check the box in the bottom left. When you're finished, click Save.

The number is automatically multiplied by the hours and the total hours are displayed.





Activities

For activities, you can enter free text, the location, and the required hours. For legally sound documentation, you can attach files, select attachments from Documents & Plans (formerly: Project Room) or take photos directly.

Here too, you can create a series when dealing with multiple activities.



Info
Note: Attachments in reports are limited to a maximum of 10 files per entry (activity, etc.)

Other / Special occurrences

Here you can enter notes as free text with unlimited length. Images can also be added to the respective notes.

Material / Delivery notes

For materials, enter free text, the supplier, quantity, unit, and optionally a delivery number. For suppliers, you can select from your contact list. If the desired company is not there, check if it has been activated for this project. Here too, you can attach files, select attachments from Documents & Plans, or take photos directly.

For example, it makes sense to attach delivery notes directly as photos in case the paper slip gets lost. Here too, you can create a series when dealing with multiple materials.


Equipment

Enter a free text description and record the number of equipment pieces and duration of use. Here too, you can attach files, select attachments from Documents & Plans, or take photos directly.

For example, it makes sense to attach photos of the equipment's condition before and after use directly in case of breakdowns or problems. Here too, you can create a series when dealing with multiple pieces of equipment.



Send daily construction report

Once you have recorded all information, click on the paper airplane in the top left to send and sign the report.

1. Distribution list:

Just like with minutes and other reports, first select the people to whom you want to send the report.




2. Generate preview and sign:

To sign the daily construction report, check the box "Sign Report".


3. Attach photos/PDF files at the end

Alert
Select which attachments from which sections of the daily construction report should be included in the PDF.

By clicking on "Preview/Next" you will get to the preview where you can add your signature.

After entering your name, a sketch field appears where you can sign by hand.


Click "Next", your signature has been saved and will be visible on the report when sending.

Alert
Attachments & Images as Download Link - When this checkbox is enabled, recipients of the PDF can click on photos or file attachments to download them. Photos will be available to recipients in their
original size.
InfoInfoThis way you can save a lot of space in the PDF construction daily report: select the checkbox Attachments & Images as Download Link, select no option under Attach Photos/PDF Files at the End. This will keep small thumbnails in the construction daily report through which recipients can download the original photos.

4. Email subject and text:

Enter at least a subject line.

If you don't enter custom text, a pre-formatted standard text from BauMaster will be used.



5. Complete and send report:

Checking the box "Close report" finalises the report after clicking "Send".

View PDF Reports

You can find all PDF reports in Drawings & Documents under Reports. If no report exists, the folders will be grayed out.



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