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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Email:

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