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
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click Documents
- Click Daily Reports
- Click Add Daily Report
- 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.
- Click Submit
Edit Daily Reports
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click Documents
- Click Daily Reports
- Click View/Edit
- Click Edit
- Make desired updates
- Click Update
Delete Daily Reports
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click Documents
- Click Daily Reports
- Click View/Edit
- Click Edit
- Click Delete
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