How Do I Create a Daily Log Schedule?

A Quick Guide to Understanding the Daily Logs Feature

1. Accessing the Daily Logs Feature

• Open your project.

• Navigate to the hamburger menu on the right.

• Locate "Daily Logs" near the bottom of the menu.

2. Generating Daily Logs

• Instant Generation: Click "Generate Daily Log" to create the report immediately.

• Scheduled Generation: Click "Create New Schedule" to configure a schedule for automatically emailed reports.

3. Setting Up a Schedule

• Click on "Create New Schedule".

• Filters:

  • Select contractors (multi-select option)

  • Choose breakdown options:

    • Total by contractor

      • This option will show you the total workers per contractor

    • Total per worker per company

      • This option shows you the total hours per worker

    • Advanced view for full shift data.

      • This option enables an advanced view with custom column selection

• Summaries:

  • Cost Code

    • Number of Workers and Hours per cost code
    • Budget progress to date
  • Classification
    • Number of Workers and Hours per classification

• • Location
    • Number of Workers and Hours per location

  • Position

    • Number of Workers and Hours per position

• • Piecework

    • units installed

• Field Logs:

  • work summaries

  • toolbox talks

  • Incident reports

  • Weather data.

• Column Options: Select necessary columns; avoid overloading with too many selections.

4. Naming and Timing the Schedule

• Provide a name for the schedule (e.g., "Advanced Breakdown").

• Set the start date (e.g., next Monday).

• Specify the time for sending reports (e.g., 10 a.m. and 6 p.m. New York time).

• Choose the report day (e.g., current day or previous day).

5. Selecting Days and Recipients

• Choose frequency: weekdays only, every day, or specific days.

  • Overlapping days will not send duplicate reports

• Email Recipients:

  • Default to users assigned to the project.

  • Can search for other users

  • Option to add any email address

6. Saving the Schedule

• Click "Save" to finalize the schedule.

• Confirmation of daily reports being sent at specified times.

7. Generating Logs on Demand

• Option to run a daily log at any time by clicking the button, setting filters, and clicking "Generate".

8. Maintain your Schedule

• The person who created the schedule automatically becomes the "Schedule Owner". They are responsible for the recipient list of their schedules.
• If a schedule owner is deactivated, the schedule will also become inactive. An Admin will have to assign a new schedule owner.
• Any user can create a schedule.
• Admins can deactivate schedules and change schedule owners at any time.