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StepActionExample
1.From the Field home page, select Field Reports.
2.On the next screen, select Daily Report.
3.

Select (or search for) the appropriate project. Verify Technician and Date are correct.

Tip
titleUsing Date Pickers
When using the Date Picker (shown below), dates that have applicable activities/tests for the chosen technician will be highlighted. Other dates with nothing to report will be grayed out. 
4.

Select Create Report.

 

Info

If no field actions were logged for the selected Technician on the listed date, the Create Report option will not be available.

5.

By default, all items entered for that day will be selected. if you uncheck any of these items, they will not display on the Daily Report. Then, select Next.

Tip
  • Select any of the buttons associated with an action type (Field Observations, Soil Density Tests, etc.) to review all items of that type and add optional Comments.
  • Comments will appear on the report, organized by type of action. 
6.
FieldDescription
Description 
  • Type in a description of this report
  • This field is optional
Notes 
  • Enter a value that will display on the report
  • Maximum number of charachers is 25
Report Label 
  • Select a report label
  • This is a required field
Digitally Sign Report Send Email 
 
   
   
   
   

 

  • Select Submit.
  • Next, select Report Information.
  • On the screen that appears, add a Description (optional)
  • Select a Report Label (required).
  • Select Done.

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  • Select this if you want to digitally sign

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  • your report

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  • Mark the check box and enter your digital signature Username and Password.
  • Select Done.

If you want to e-mail the report:

  • Select Email.
  • Mark the Send Email checkbox.
  • Enter all required information.
  • Leave the Copy Me checkbox marked to send a copy of the e-mail to the "From" address.
  • Select Done.

When all desired options have been adequately completed, select Submit.
After successfully submitting a Daily Report, the following options will be available:

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  • Once selected you will need to provide your username and password
Send Email
  • Select this if you want to send your report via email
  • Once selected you can set your email parameters
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7.

Click Submit to save your Daily Report.

Once submitted, your Field Report will be accessible in Quality Control under Field Reports.