Creating daily field reports

Note: This functionality is available only if you have the Document Control Module.

To create a daily field report:

  1. Open 6-11-6 Daily Field Reports.
  2. In the Date box, enter the date.
  3. In the Job box, enter the job number.
  4. If the job uses phases, enter the phase number in the Phase box.
  5. In the Description box, enter a description.
  6. On the Employees tab:
    1. In the Employee cell, enter the employee number.
    2. In the Cost Code cell, enter the cost code number.
    3. In the Pay Type cell, enter the pay type.
  7. On the Subcontractors tab:
    1. In the Vendor cell, enter the vendor number of the subcontractor.
    2. In the Description cell, enter a brief statement about the work.
  8. On the Equipment tab, do the following:
    1. In the Equipment cell, enter the number of the equipment used.
    2. In the Description cell, enter a brief statement about the work.
  9. On the Units tab, in the Bid Item cell, enter the bid item under which you worked.
  10. Enter any incidents.
  11. Enter any meetings.
  12. Enter any field orders.
  13. Click File > Save.