Types de rapports journaliers

Fond

Vous pouvez utiliser l’outil Rapport journalier pour enregistrer les activités quotidiennes de votre projet. Chaque type de registre (tel que la main-d’œuvre et les pointages) dans l’outil est organisé dans une section distincte. Vous pouvez facilement ajouter, afficher et gérer ces journaux (enregistrements) à l’aide de l’outil.

À l’aide des onglets suivants de l’outil Rapport journalier , vous pouvez gérer les rapports journaliers :

Éléments à prendre en compte

  • Autorisations utilisateur requises :

    • Les utilisateurs disposant des autorisations « Lecture seule » et supérieures peuvent afficher et rechercher des entrées de rapport journalier.

    • Les utilisateurs disposant d’autorisations de niveau « Standard » ou « Admin » peuvent ajouter de nouvelles entrées de rapport journalier et modifier les entrées existantes.

    • Les utilisateurs disposant d’autorisations de niveau « Admin » peuvent configurer des paramètres avancés, copier des entrées et définir les sections qui apparaissent dans l’outil Rapport journalier .

  • Informations complémentaires :

    • Toutes les sections du rapport journalier répertoriées ci-dessous ne sont pas activées par défaut. Pour savoir comment activer ou désactiver des sections spécifiques, voir Configurer les paramètres avancés : rapport journalier.

    • Il est important de noter que l’objet de chaque section n’est qu’une suggestion ; Votre équipe peut utiliser chaque section en fonction de ses besoins spécifiques.

    • Lorsque les entrées de la journée sont terminées, vous pouvez marquer le rapport journalier comme Terminé.

Types de rapport journalier

Les types de rapports journaliers suivants sont disponibles dans l’outil Rapport journalier :

Remarque: un rapport journalier avec un astérisque (*) indique que le registre est activé par défaut lorsque l’outil Rapport journalier est activé sur un nouveau projet.

Conditions météorologiques observées*

The Observed Weather Conditions section allows for tracking various metrics, such as project delays caused by weather conditions and comparing team productivity against prevailing weather. The tool also generates a daily snapshot and weather report that automatically pulls data for the project's location from the integrated weather software.

Main-d'œuvre*

The Manpower section lets you track people on site who performed work on the project that day. It allows for the collection of data including:

  • Companies on site

  • Number of workers

  • Hours worked

  • Cost codes associated with the work

You can configure the Manpower section so that the values of Hours and workers on a copied manpower entry are automatically set to zero. See Configure Daily Log Advanced Settings.
Note: If the Set Hours and Workers values to 0 on copy setting is not enabled in the Daily Log Settings > Manpower screen, the copied manpower entry will retain the number of hours and workers from the previous entry.

Notes*

The Notes section allows you to add any additional information relevant to the day. It serves as an ideal location to enter miscellaneous items or issues that do not fit into the other log sections or tools. You can also mark specific notes as issues to generate dedicated reports on them.

Pointages*

The Timecards section allows you to track the hours of internal workers and employees, along with their billable status. Data from this section is transferred to the company-level Timecard tool, which displays all timecard entries for all projects within the company.

 Prudence

Si votre projet utilise l’outil Feuilles horaires, votre équipe ne créera ni ne modifiera d’entrées de pointage dans la section « Pointages » de l’outil Rapport journalier du projet. Au lieu de cela, vous devez suivre les étapes décrites dans Créer une feuille horaire et Modifier une feuille horaire afin que les données de l’outil Feuilles horaires du projet puissent remplir automatiquement la section Pointages de l’outil Rapport journalier du projet.

If your project uses the Timesheets tool, your team should not create or edit timecard entries in the Timecards section of the project's Daily Log tool. Instead, follow the steps in Create a Timesheet and Edit a Timesheet. This ensures the data from the project's Timesheets tool automatically populates the Timecards section of the Daily Log.

Équipement*

The Equipment section allows you to track the usage hours of equipment and machinery, the time of their inspection, and the associated cost code.

Visiteurs*

The Visitors section lets you track anyone who visits the site (for example, owner, union representative, salesperson, sales agent, and customers) and record a description of their visit.

Appels téléphoniques*

The Phone Calls section allows you to log all calls made and the participants. You can use this section to log phone calls that are not considered meetings but cover topics requiring documentation.

Inspections*

The Inspections section lets you track inspections performed by third-party inspectors throughout the project. You can use this section only if the dedicated Inspections tool is not enabled on your project.

Livraisons*

The Deliveries section allows you to track when shipments or packages are delivered. You can include who the delivery was from, the tracking number associated with the delivery, and the contents of the package.

Travaux prévus*

The Scheduled Work section allows you to track information for the project resources scheduled to complete tasks. For each resource, you can record details such as their presence at the job site (for example, showed up or did not show up), the number of workers involved, hours worked, and the compensation rate. You must add resources using the project's Directory tool. See Add a User Account to the Project Directory.

Rapport de construction journalier

The Daily Construction Report section allows you to track the total number of workers and hours worked for each vendor, company, and trade on a project. You can configure additional categories for workforce labor using the company-level Admin tool for use on projects. See How do I enable additional workforce labor types for the Daily Log?

Infractions à la sécurité*

The Safety Violations section lets you track any hazardous actions or events that have violated the safety of those on site. You can record a violation or notice, including details such as a picture, time, and date.

Révisions du plan

The Plan Revisions section allows you to add information for tracking project plans based on revision number, title, and category. It also provides a dedicated space for entering comments.

Accidents*

The Accidents section lets you add and track the parties or companies involved in any accidents that occurred on site.

Quantités*

The Quantities section allows you to add and track the amount of materials used on a given day.

Productivité*

The Productivity section allows you to track the material received on site and the material installed. This section displays if there are any approved subcontracts or purchase orders utilizing the Unit/Quantity accounting method, allowing you to track installation progress against the contract line items.

Benne*

The Dumpster section allows you to record when dumpsters are delivered and by which supplier.

Déchets*

The Waste section allows you to record the type and amount of waste on site, how and where the waste is disposed, and by whom. This is useful for maintaining project compliance with applicable state waste laws.

Photos*

The Photos section allows you to upload photos associated with your daily log. This is an ideal place to collect progress photos of the jobsite for that day.

Retards

The Delays section allows you to track any delays that occur or exist during the day.

See Also

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