Create Pending Entries for Missing Companies

The Missing Companies feature in the Daily Log tool scans entries of previous days to suggest which companies may need to submit entries for a day. This can help determine what trades need to submit entries for a given day.

• Autorisations utilisateur requises :

  • Autorisations « Standard » ou « Admin » dans l’outil Rapport journalier.

• Informations complémentaires :

  • Seuls les noms d’entreprise sont copiés dans les nouvelles entrées en attente créées à partir de la page Entreprises manquantes. Les champs restants devront être remplis après la création des entrées en attente.

  • Les entrées en attente copiées sont indépendantes des entrées en attente du collaborateur et ne les affectent pas.

• Les entrées doivent exister dans les registres de main-d’œuvre ou les rapports de construction journaliers d’un jour précédent.

1. Navigate to the project's Daily Log tool.

2. View the day you want to create pending entries for.

3. In the List view for the day, scroll to the Manpower or Daily Construction Report section.

4. If the project has banners enabled for Missing Companies, there will be a banner in the log whenever there are missing companies. Do one of the following:

   • Click View in the banner to launch the Missing Companies window.

   • Click the vertical ellipsisicon in the log, then click Missing Companies.

5. In the Missing Companies window, review the companies available to create pending entries for.
   Note: If the data from the previous day does not have the companies you want to create entries for, you can use the calendar to navigate to different dates.

6. Click Create Pending Entries.

7. The new pending entries are automatically added to the log with the label 'Copied' to distinguish them from manually created collaborator logs.
   Note: Only the company names are added to the new entries. The remaining fields on the entries will need to be filled out.