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About Daily Reports
A daily report is intended to be a record of one technician’s MetaField use on a specific day. After the technician selects which types of transactions (observations, tests, and/or inspections) should be included, the report will contain all available items for the type(s) selected, for a single technician, from a single day, for a single project.
- Daily Reports can be digitally signed and e-mailed.
- Images and attachments cannot be added to reports using controls available in Field Reports. However, they can be appended using the editing functionality in Quality Control (QC).
Creating a Daily Report
To create a daily report follow these steps:
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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.
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4. | Select Create Report.
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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.
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6. |
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- Select Submit.
- Next, select Report Information.
- On the screen that appears, add a Description (optional)
- Select a Report Label (required).
- Select Done.
If Digital Signature is available and you want to sign the report, select Digital Signature.
- 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:
- Add New Field Report
- Add New Daily Report
- Select Home -to return to the Field home page.