Mark a Daily Log as Complete

• Autorisations utilisateur requises :

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

• Conditions préalables:

  • Créer des éléments de rapport journalier.

• Informations complémentaires :

  • Lorsqu’un administrateur marque un rapport journalier comme terminé, les utilisateurs ne peuvent plus modifier les entrées. À tout moment, un administrateur peut rouvrir un jour pour apporter les modifications nécessaires.

  • Si vous souhaitez distribuer le rapport journalier terminé, des utilisateurs doivent être ajoutés à la liste « Distribution par défaut » dans les paramètres de configuration de l’outil Rapport journalier.
    Voir Configurer les paramètres avancés : rapport journalier.

  • Le registre des travaux planifiés extrait les données en direct du planning chargé du projet et se met à jour automatiquement.

    • Si le planning change, même après qu’une journée a été marquée comme terminée, ces mises à jour peuvent être reflétées dans le registre lorsque cette journée est revisitée.

    • Cela garantit que le registre reste aligné sur la version la plus récente du planning.

A daily log can be completed in either the List or Calendar view.

• Complete a Day in the List View

• Complete a Day in the Calendar View

Complete a Day in the List View

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

2. Complete any relevant logs for the day.
   Note: There will need to be at least one entry created on the daily log (excluding Observed Weather Conditions or Photos) in order to complete the day. If there are pending entries, you will need to review and approve them first.

3. Mark the checkbox to acknowledge that the information in the report is accurate.

4. Do one of the following:

   1. Click Complete to complete the daily log without notifying users.

   2. Click Complete & Distribute to complete the daily log and distribute an email summary to users on the 'Default Distribution' list.
      Note: You will not see this option if no users have been added to the 'Default Distribution' list in the Daily Log tool's configure settings.
      Notes:

      • After completing the day, a banner is displayed at the top of the log indicating who completed the day and when.

      • If you need to unlock the daily log so that entries can be modified, click Re-Open Day.

Complete a Day in the Calendar View

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

2. Click Calendar to navigate to the Calendar view.

3. Click the day on the calendar you want to complete.
   Note: There will need to be at least one approved entry on the daily log in order to complete the day. If there are pending entries, you will need to review and approve them first.

4. Click Complete Day.
   Note: A confirmation window will appear with a message to confirm and acknowledge that the information in the report is accurate.

5. Do one of the following:

   • Click Complete Only to complete the daily log without notifying users.

   • Click Complete & Distribute to complete the daily log and distribute an email summary to users on the 'Default Distribution' list.

6. After completing the day, a note is displayed indicating who completed the day and when.
   Note: If you need to unlock the daily log so that entries can be modified, click Re-Open Day. Click View Day to view the log for the day in the List view.