How to Add, Edit and Delete Daily Reports

A new users course dealing with creating Daily Reports. This resource covers how to add, edit and delete Daily Reports within iReportSource.

Procedures:

Daily Reports Overview

A. Add Daily Reports

B. View/Edit Daily Reports

C. Daily Reports Filters

Add Daily Reports

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Documents
6. Click Daily Reports
7. Click Add Daily Report
8. Enter the required information
   • Group or Establishment- Enter the Group(s) or Establishment(s) that will have access to view the daily reports.
   • Project- Enter the Project(s) that will have access to view the daily reports.
   • Job Name- Enter the name of the job site or location that the report took place.
   • Project No.- Enter the project number or location ID that the report took place.
   • Weather Conditions- Select the weather condition(s) of the job site or location where the report took place.
   • Temperature Min- Enter the minimum temperature for the day.
   • Temperature Max- Enter the maximum temperature for the day.
   • Employee(s)- Select the employees who were present on the job site or location the day of the report.
   • Contractor(s)- Select the contractors who were present on the job site or location the day of the report.
   • Was work delayed for any reason- Select whether work was delayed.
   • Did you give the contractor any special instructions- Enter any details surrounding contractor work instructions that deviate from their initial contract.
   • Safety walk through today- Select whether a safety walk through was completed.
   • Safety goals today- Enter any safety goals that were established for the day.
   • Safety issues today- Enter any safety issues that arose today.
   • Material Deliveries- List any material deliveries that were made to the job site or location today.
   • Visitors- Enter the first and last names of all visitors and their reason for visiting.
   • Describe day’s activities giving quantities, location of work, trades involved, etc- Enter any additional notable details.
   • Attachments- Attach any documents such as notes, etc.
9. Click Submit

Edit Daily Reports

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Documents
6. Click Daily Reports
7. Click View/Edit
8. Click Edit
9. Make desired updates
10. Click Update

Delete Daily Reports

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Documents
6. Click Daily Reports
7. Click View/Edit
8. Click Edit
9. Click Delete

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