Daily Reports

Notice Kahua is a very flexible and customizable platform. In your domain, this application may have been modified to meet your company's needs. The online help uses default field labels for field names and describes standard workflows. Please check with your domain administrator for specific information about working in your organization's domain.

A Daily Report contains vital documentation of the events taking place on the project site including: the report date, shift, notes, the companies, equipment, material received on the project, the day’s weather, and any relevant attachments such as photos in the media section.

The automation and workflow feature make daily reports easier to fill out, lets subcontractors and vendors contribute to daily reports, and automates the tasks.

Note Automation does not have to be used.

How to . . .

To create a new daily report, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the Daily Reports application (Apps > Documentation Management > Daily Reports).

  3. Click New in the action bar.

  4. Complete the following fields as appropriate:

    Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

    Field Description
    Details
    Number

    Allow Kahua to auto-number the record, or enter a different value.

    Note The number format can be configured by your domain administrator. Refer to Application configuration.
    Date By default today's date appears. Modify if appropriate.
    Author Enter the author name. A default value can be selected in the Configuration app. Refer to Defaults.
    Work Location(s) Select one or more locations from the list, as appropriate. For more information on setting up location values, refer to Setting up locations.
    Distribution Select one or more contacts who should receive a copy of the daily report.
    Shift

    If your job site uses more than one shift, select the appropriate value here.

    Note This lookup list is managed in the Configuration app. Refer to Lookups.
    Notes Enter any general notes.
    Portable View Template Select the portable view template to apply to this daily report. For more information on portable views, refer to Portable Views.
    Companies
    For more information on working with grids, refer to Item Grids.
    Auto Task  
    Report Contact / Company  
    Work Location(s)  
    Reported Workers  
    Total Labor Units (Hours)  
    Non Work Day  
    Work Description  
    Counted Workers  
    Default Shift Length (Hours)  
    Notes & Work Completed
    For more information on working with grids, refer to Item Grids.
    Category  
    Description  
    Area  
    Report Contact / Company

     
    Incidents
    For more information on working with grids, refer to Item Grids.
    Individual

     
    Incident Type

     
    Description

     
    Area

     
    Report Contact / Company

     
    Visitors
    For more information on working with grids, refer to Item Grids.
    Name

     
    Notes

     
    Report Contact / Company

     
    Equipment
    For more information on working with grids, refer to Item Grids.
    Asset Number  
    Equipment Item  
    Report Contact / Company

     
    Area Used  
    Status

    Select the appropriate status.

    Note This lookup list is managed in the Configuration app. Refer to Lookups.
    Reading  
    Notes  
    Materials Received
    For more information on working with grids, refer to Item Grids.
    Description  
    Quantity Received  
    UOM Enter the unit of measure for the quantity received.
    Work Location(s)  
    Report Contact / Company

     
    Weather
    Weather data is recorded here. For more information on using this section, refer to Enter weather data.
    Media
    Upload any relevant image files. For more information on using this section, refer to Media section.
    References

    Upload or select any relevant files or documents. You can use drag and drop to add a file to this section. For more information on using this section, refer to References section.

  5. Click Save when you are done.

You can configure your project to automatically capture weather data on daily reports, or select Add Current Conditions to add weather data to the daily report.

Note Weather data can be configured for locations in the following countries and territories: American Samoa, Canada, Guam, Mexico, Northern Mariana Islands, Poland, Puerto Rico, United Kingdom, United States, and the US Virgin Islands.

Important To have weather data available to be saved automatically, you must enter an End Date for the project on the Project Information page and configure the weather settings for the project on the Configuration app > Weather tab. For more information, refer to Configuring weather data for a project.

To enter weather data on a daily report, complete the following steps:

  1. In the Weather section of the daily report, enter any general Weather Notes.

    Note This is the only location where you can manually enter weather information on a daily report.

  2. If you have not yet configured automatic weather data collection, select the option to open the Configuration app and select the Weather tab. For more information, refer to Configuring weather data for a project.

  3. To automatically add saved weather data to the daily report, select Add Weather on Save. When selected, saving the daily report will add all the collected weather data for the date of the daily report to the weather section.

  4. To add current weather data for the project postal code set on the Configuration app > Weather tab, select Add Current Conditions.

  5. To add all the collected weather data for the date of the daily report, select Add Daily Conditions.

  6. If your project is built over a significant physical distance encompassing multiple zip codes, such as a highway construction project or a pipeline project, you may want to allow users to select different postal codes for the daily reports as the project progresses. You must enable this setting on the Configuration app > Weather tab. Refer to Allow override of postal codes on daily reports.

    Once the setting is enabled, you can modify the postal code on an individual daily report by clicking Change. As the weather data for the newly selected postal code is not collected over time, only the Add Current Conditions option is available for entering weather data.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

To generate an application report, complete the following steps:

  1. Navigate to the application.

  2. Select Reports in the application title bar.

  3. Select the report you want to run.

  4. Apply any desired filters.

  5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

  6. Click the Close icon when you are done.

Users with the appropriate permissions can delete records.

To delete a record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the application.

  3. In the log view, select the check box next to the record or multiple records that you want to delete. Select Delete from the action bar.

  4. Alternatively, right-click on the record in the log view and select Delete or open the detail view and select the Delete icon in the action bar.

  5. Click OK on the confirmation message. The record or records will be deleted.

Note If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level. Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.

The following items are specific to this application:

Options Description
Workflow
Active

 
Settings tab
Use Downstream Companies (Include items below in task)  
Use Legacy Workflow Status  
Open Message Edit on Distribute  
Use Lost Day Notification Workflow