Daily Settings:

To configure Daily Report settings, follow these steps:

1. Access the Daily Settings by going to Mega Menu → PLANNER → Daily Settings.

2. Enter the roles for Creator Role and Approver Role fields. 

3. A new setting "Daily Report Approvers can also create Work Labor/Journal/Daily Impact for other Company" has been introduced. This setting will only be enabled when one or more roles are added in the Daily Report Approvers field.

6. If NO Approvers are assigned, the setting will be greyed out.

7. If Toggle is "On":

  • Checkboxes for Work Labor, Journal Entry, and Daily Impact will be enabled.

  • Selecting one or more checkboxes will allow the Company field to be selectable in the respective modules if the user has an Approver role.

8. If Toggle is "Off":

  • The options (Work Labor, Journal Entry, Daily Impact) will be disabled for selection.

Daily Impact:

To record a Daily Impact entry, follow these steps:

1. Add Daily Impact:

  • Click on the "Add Daily Impact" tile to open the Daily Impact form.

2. The user then inputs Company, Date, Time, Attachments fields to record Daily Impact entry into the system. 

Note: The “Company” name being editable/fixed is based on the Daily Settings that have been configured for the project. If a user with the Approver role (in Daily Settings) logs into the system and selects "Add Daily Impact", the 'Select Company' field will be 'EDITABLE'. 

3. All Daily Impact entries will be accessible in the Daily Report as rows. Any number of entries can be recorded by the users for a given day.

Last Updated: Dec-10-23