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In the Daily Reports activity center, select Create Daily Report in the Tasks panel. Alternately, highlight an existing report and select Create Similar Daily Report to save data entry time. All information (except the ID) copies to the new record.  \n2. In the Create Daily Report dialog box, fill in the Report Date and ID and add contacts in the To and CC fields for distribution of the final report. Select the Word Form Template that will be merged for the final report.  \n3. Select the Observations tab and add observations using the Add New button for a blank row, or Add from Field Notes to select from the Field Notes activity center. The source field note is not affected by edits made in the resulting daily report observation.  \n4. Add data as needed for the observation.  \n• To change the order of the observations, select the checkbox for an observation and use the up/down arrows to change its position.  \n• Category is a required field. The list is controlled in keywords by the Global Administrator.  \n• Add a description of the event, activity or issue in the Remarks field. Use the ellipsis button to open a larger window for editing the field.  \n• Author defaults to the name of the current user. If added from field notes, the author of the field note is entered in that field.  \n5. Any media files brought in via field notes are attached to the observation row in the Supporting Documents field. Use the ellipsis button to view the attached media, or to browse Project Files to select additional files.  \n6. Other items can be added in observations. Select the checkbox of an observation item. Use the buttons on the Observations tab to either Create Action Item, Create Similar (which copies the observation row to add a new one), or Delete.  \n7. If you select Create Action Item, it embeds the action item on the Observations tab. The action item pane can be viewed or hidden using the expand/collapse button for the observation. Fill out the minimum fields for the action Item. To add more information or to update the action item status, use the Action Item activity center.  \n8. On the Description tab list overall comments about the day. Text in the Internal Notes section isnot included in the final report and is not visible on Info Exchange to external team members.  \n9. On the Weather tab select Add New to add weather data for the day. Add new rows for each weather reading taken during the day.  \n10. On the Subcontractors tab select Add New to add rows listing subcontractors on site for the day.  \n• Click in the Company field and use the ellipsis button to select a company from the Choose Company dialog box. The Discipline field fills in from the company record.  \n• Enter the Headcount for number of subcontractor employees on site, and enter text for Description of Work performed by the subcontractor.  \n• Subtotals at the top of the tab count the number of companies and subcontractor headcount based on the row information.  \n11. On the Internal Personnel tab click Add New to add any internal personnel.  \n• Click in the Contacts field and use the ellipsis button to select contacts from the Choose a Project Team Member dialog box. The selection list is filtered to display internal team members","cbCaitRJK2N3Mx70","https://ap.wps.com/l/cbCaitRJK2N3Mx70","pdf",380096,8,"English","# Purpose\n# Audience\n# Key Features\n# To create a daily report\n## Core workflow steps\n## Tabs and data entry\n## Supporting documents and external sharing\n# To finalize and distribute the daily report","[{\"question\":\"What is the purpose of using Daily Reports?\",\"answer\":\"Daily reports create an official record of the jobsite status and daily activities for the day.\"},{\"question\":\"How does copying a previous day’s report help?\",\"answer\":\"It allows you to copy the previous day’s report for easy editing, saving data-entry time when creating a similar report.\"},{\"question\":\"What does Finalize do to a daily report?\",\"answer\":\"Finalize changes the status to Final, makes the record read-only, and saves a PDF copy in the Project Files Record Copies folder.\"}]","Daily Reports Quick Reference Guide - Create and Finalize Daily Reports | PDF",1789262410]