Construction Diary
Daily logging of construction progress, weather, attendance, and equipment is possible in the Construction Diary, which is based on the daily construction report.
Construction Diaries are accessible from the Tell Me feature or the individual Construction Projects by choosing the Construction Diaries action on the Related menu.
You can have multiple Construction Diaries for a construction project and for the same job number.
Construction Diary Page
The Construction Diary provides an overview of the construction project and maintains the various construction diary reports.
General FastTab
The fields on the General FastTab of the Construction Diary page are described in the following table.
| Field | Description |
|---|---|
| No. | Indicates the number of the construction diary. |
| Construction Project No. | Indicates the number of the construction project. |
| Construction Project | Indicates the description of the selected construction project. |
| Job No. | Indicates the number of the job that this construction diary relates to. |
| Job Description | Indicates the description of the selected job. |
| Responsible No. | Indicates the number of the person responsible for this construction project/job. |
| Responsible Name | Indicates the name of the person responsible for this construction project/job. |
| Site Manager No. | Indicates the number of the site manager for this construction project/job. |
| Site Manager Name | Indicates the name of the site manager for this construction project/job. |
| Foreman No. | Indicates the number of the foreman for this construction project/job. |
| Foreman Name | Indicates the name of the foreman for this construction project/job. |
Construction Reports FastTab
The Construction Reports FastTab shows the No., Index, Date, Working Time From, Working Time To, Status, and No. of Incidents from each Diary Report Card created for the construction diary.
The actions on this FastTab allow you to edit, view, create, or print the related Diary Report Cards.
Action Bar
The actions on the Construction Diary page are described in the following table.
| Action | Description |
|---|---|
| Construction Project | Opens the Construction Project page of the related construction project. |
| Job | Opens the Job Card of the related job. |
| Diary Reports | Opens the Diary Reports page that shows all the related diary reports. |
| Incidents | Opens the Incidents page that shows all the related incidents. |
FactBoxes
The FactBoxes on the Construction Diary page are described in the following table.
| FactBox | Description |
|---|---|
| Construction Project Information | Uses cues to provide an overview of the number and types of jobs related to the project, as well as related sales, measurements, and purchase documents. |
| Defects | Provides the number of new, open, and finished incidents designated as defects related to the construction diary. For more information, see Incident Management. |
Diary Report Card
The fields on the Diary Report Card are described in the following table.
| FastTab | Field | Description |
|---|---|---|
| General | No. | Indicates the number of the diary report, automatically populated from the starting number designated in the Project Construction Setup page. |
| Index | Indicates an automatically generated number used when a Diary Report Revision is created (see Diary Report Revision). | |
| Construction Project No. | Defaults from the Construction Diary. | |
| Construction Project | Defaults from the Construction Diary. | |
| Job No. | Defaults from the Construction Diary. | |
| Status | Indicates the status of the diary. The options are Open and Released. Once released, no changes can be made. |
|
| No. of Employees | Indicates the number of employees that have been assigned in the Employees FastTab. This field is updated when the diary report is released. | |
| No. of Subcontractors | Indicates the number of subcontractors that have been assigned in the Subcontractors FastTab. This field is updated when the diary report is released. | |
| No. of Incidents | Indicates the number of incidents that have been assigned to the diary report. | |
| Day | Date | Indicates the date of the construction diary entry. |
| Working Time From | Indicates the starting work time of the construction diary entry. | |
| Working Time to | Indicates the ending work time of the construction diary entry. | |
| Weather | Time | Indicates the time the weather is logged; auto-filled with the current time but can be changed as needed. |
| Weather | Indicates the weather at the logged time. The options are Cloudless, Partially cloudy, Cloudy, Overcast, Drizzle, and Stormy. | |
| Temperature Min. | Indicates the minimum temperature at the logged time. | |
| Temperature Max. | Indicates the maximum temperature at the logged time. | |
| Humidity | Indicates the humidity percentage at the logged time. | |
| Rain | Indicates whether it is raining at the logged time. | |
| Snow | Indicates whether it is snowing at the logged time. | |
| Frost | Indicates whether there is frost at the logged time. | |
| Wind | Indicates the wind speed at the logged time. This can be measured by the Beaufort scale or in km/hour or miles/hour. | |
| Comment | Free-text field for entering any additional information about the weather. | |
| Employees | Person No. | Indicates the number of a person working at the construction site. |
| Person Name | Indicates the name of the selected person working at the construction site. | |
| Hours | Indicates the number of hours the employee worked on the selected site; calculated from the Time From and Time To field. | |
| Time From | Indicates the time the employee started working on the logged day. | |
| Time To | Indicates the time the employee finished working on the logged day. | |
| Break (Hours) | Indicates the number of hours of break time the employee had on the logged day. | |
| Absence (Hours) | Indicates the number of hours of absence time the employee had on the logged day. | |
| Comment | Free-text field for entering any additional information about the employee, such as a reason for an absence. | |
| Subcontractors | Contact No. | Indicates the number of a subcontracting company working at the construction site. |
| Contact Name | Indicates the name of the selected subcontracting company working at the construction site. | |
| Subsection | Indicates the type of work the subcontractor is providing. | |
| No. of Employees | Indicates the number of subcontracting company employees that are working at the construction site. | |
| Comment | Free-text field for entering any additional information about the subcontractor. | |
| Equipment | Equipment No. | Indicates the number of a piece of equipment used at the construction site. |
| Equipment Name | Indicates the name of the selected piece of equipment used at the construction site. | |
| Operational Area | Indicates the area of the construction site where the equipment is operated. | |
| Company No. | If the equipment belongs to a third party, indicates the number of the 3rd party company. | |
| Time From | Indicates the starting time the equipment is at the construction site. | |
| Time To | Indicates the ending time the equipment is at the construction site. | |
| Downtime (Hours) | If the equipment cannot be used, indicates the number of hours of downtime. | |
| Reason for Downtime | Indicates the reason for the downtime. | |
| Comment | Free-text field for entering any additional information about the equipment. |
Action Bar
The actions on the Diary Report Card page are described in the following table.
| Menu | Action | Description |
|---|---|---|
| New | Create Report Revision | Copies all information except signatures from the Diary Report to a new version with Status = Open. For more information, see Diary Report Revision. |
| Home | Release Diary Report | Releases the Diary Report and sets the status to Released. Additionally, the No. of Employees and No. of Subcontractors fields are updated in the General FastTab with the values in the Employees and Subcontractor FastTabs. |
| Reopen Diary Report | Reopens the Diary Report and sets the status to Open. | |
| Print/Send | Prints the Construction Diary Report that includes weather, employee, and contractor/customer signatures. In the report request page, you can choose to include subcontractors and/or equipment information. Assign report ID 5292656 in the Project Construction Report Selection page for the Construction Diary Report setting. |
|
| Send by Email | Opens the Diary Report page for preparing to send the Construction Diary Report as an email attachment. After choosing whether to include subcontractors and/or equipment and then choosing the OK button, the request page opens for sending the email, prefilled with the customer's email address so you can add or edit information. The Use for Email Attachment checkbox must be selected in the Project Construction Report Selections page for the Construction Diary Report setting. NOTE: Standard settings for sending emails must be completed. For more information, see Set Up Email in Microsoft Help. |
|
| Related | Incidents | Opens the Incidents page, which shows all incidents that have been assigned to the diary report. |
Employees FactBox
The Employees FactBox shows all employees entered in the Employees FastTab and the number of hours on the construction site, minus breaks and absences.
Incidents FactBox
The Incidents FactBox shows the incident type, description, and due date from assigned incidents. For more information, see Incident Management.
Signature Contractor FactBox
Once the Diary Report Card is released, the contractor can digitally sign the report using either a touch screen or a mouse by choosing the Enter Signature action from the drop-down arrow. The entire signature can be cleared or the last touch/mouse movement undone if needed. Once satisfied with the signature, choose the Save Signature action. The signature is visible in the FactBox and the Contractor Sign. User ID and Contractor Sign. Timestamp fields are updated with the user ID and time of signature.
Signature Customer FactBox
Once the Diary Report Card is released, the customer can digitally sign the report using either a touch screen or a mouse by choosing the Enter Signature action from the drop-down arrow. The entire signature can be cleared or the last touch/mouse movement undone if needed. Once satisfied with the signature, choose the Save Signature action. The signature is visible in the FactBox and the Customer Sign. User ID and Customer Sign. Timestamp fields are updated with the user ID and time of signature.
To create and sign a construction diary
- Open the Construction Diaries list from Tell Me or the Construction Project.
- Choose the New action and then press Enter.
- If opened from the Construction Project, the construction project number and job number are copied over. If not, fill those fields in with the relevant construction project and job numbers.
- In a responsible number, site manager number, and foreman number.
- In the Construction Reports FastTab, choose the New action.
The Diary Report Card opens. - In the Day FastTab, enter the date and working start and end time.
- In the Weather FastTab, enter the current weather conditions for the day at the particular time.
- In the Employees FastTab, enter all of the employees at the construction site as well as their working/breaks/absence times.
- In the Subcontractors FastTab, enter any subcontractors and the number of their employees at the construction site.
- In the Equipment FastTab, enter all of the equipment at the construction site as well as where, who owns it if 3rd party, the time it was there and any non-working hours (downtime).
- Choose the Release Diary Report action.
- Notice that the Status has changed to Released and the No. of Employees and No. of Subcontractors fields are updated in the General FastTab with the values in the Employees and Subcontractor FastTabs.
- If you need to make any changes to the diary, choose the Reopen Diary Report action.
- Depending on if you are the contractor or customer (or both), choose the drop-down arrow in the Signature Contractor and/or Signature Customer FactBox and then select Enter Signature.
- In the Signature Pad page, use your touch display or mouse to sign your name.
- If you are unhappy with the entire signature, choose the Clear action. If the signature has multiple segments, choose the Undo action to undo the last segment.
- When you are satisfied with the signature, choose the Save Signature action.
- Choose the OK button to save the signature.
- Notice that the signature is shown in the relevant FactBox along with the user ID and time stamp.
- Print or email the diary as needed.
Diary Report Revision
You can make revisions to an existing diary report without changing the original diary report by using the Create Report Revision action. This action creates a copy of the original diary report with an automatically generated Index number, which will increment any time a revision is created for the diary report. Therefore, you can maintain a list of all revisions to a specific diary report while still having the ability create new, separate diary reports for a construction project.
All information except contractor and customer signatures are copied to the diary report revision; incidents are moved to the current diary report
- Open a Diary Report Card that needs a revision.
- On the New menu, choose the Create Report Revision action.
A new Diary Report Card opens with the Index field populated (if the first revision, then the value will be 1) with Status = Open. - Make changes as needed and then release the Diary Report Card.
- Obtain contractor and customer signatures as previously described.
Feedback
Submit feedback for this page .