The Dailies Page

4 min read

Available now on Beta, This feature is in beta testing and will roll out to everyone soon.

What is this?

The Dailies page lists every daily report your crews file. Each row shows the date, project, foreman and status. You can filter the list, see the month on a calendar, and act on many dailies at once. Open it from Operations > Dailies.

Who's this for?

Foreman, see your own drafts and finish them.
Superintendent, review and approve the dailies your crews submit.
Payroll, find approved dailies that are ready to finalize.
Project manager, check that every working day on a job has a daily.

How to use it

Step 1: Open the Dailies page

Go to Operations > Dailies. The Dailies tab shows one row per daily, with its status.

The Dailies list with date, project, status and foreman columns

Step 2: Filter by status

Click Status and tick one or more statuses. The list shows only the dailies that match.

The Status filter with Draft, Submitted, Approved, Finalized, Exported and Declined

Step 3: See the month on the calendar

Click the Calendar tab. Each day shows its dailies as Submitted, Draft or Missing.

The Calendar tab with submitted, draft and missing days

Step 4: Act on many dailies at once

Tick the box on two or more rows. A bar opens with the actions that fit the dailies you picked, such as Submit Dailies or Discard Drafts.

The selection bar showing 2 Dailies Selected with Discard Drafts, Submit Dailies and Cancel

Step 5: Check attestations

Click the Attestations tab. It lists the hours each worker confirmed, with the outcome and when they answered.

The Attestations tab with day, project, hours and outcome

The full details

Draft: The foreman is still filling in the daily.
Submitted: The foreman sent the daily for review.
Approved: A reviewer approved it. A badge such as APPROVED 2/2 shows how many approval levels are done.
Finalized: The daily is locked for payroll.
Exported: The daily was sent to your payroll or accounting system.
Declined: A reviewer sent the daily back to the foreman to fix.
Daily Actions: Each row has a menu with the actions its status allows, such as Submit, Reopen, Discard and Show History.
Show History: Shows every status change on the daily.
Selection bar: Shows only actions that the selected dailies allow. Reviewers also see Approve, Finalize and Decline.
New Daily: Starts a new daily for a project and date.

Tips

Use the calendar to spot days marked Missing. Those are working days with no daily filed.
Combine Status with Filters to narrow a long list fast.
Click any row to open that daily.