Daily Reports

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 Number.
   Report Date	By default today's date appears. Modify if appropriate.
   Author	Select the author contact. Note 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. Note 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.
   Lost Day	Select this option to indicate this date was a "Lost Day". When selected, additional Lost Day tracking fields appear. Note For information on setting up this feature, refer to Configure the Lost Days feature.
   Lost Day Cause	Select the reason for the lost work day (for example, weather or equipment failure). Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Delay Reporter	Select the contact responsible for sending the Lost Day notice to the client.
   Lost Day Notice Due	The calculated due date for the client notification.
   Lost Day Notice Sent	Indicates the notification has been sent.
   Lost Day Date Notice Due Offset	The offset value configured on the Configuration > Daily Reports > Defaults tab appears here. Example If the Offset value is 7, the Lost Day Date Notice Due will be seven days from Report Date.
   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
   Enter a line for each company on site for the day of the report. To have a task sent to a company to complete their portion of the report when the report is saved, select Auto Task and include a Report Contact. For more information on working with grids, refer to Item grids.
   Auto Task	To have a task sent to a company to complete their portion of the report when the report is saved, select Auto Task and include a Report Contact.
   Report Contact / Company	Select the appropriate company and contact. For more information on setting up companies, refer to Understanding the Contacts app.
   Work Location(s)	Select one or more locations from the list, as appropriate. Note For more information on setting up location values, refer to Setting up locations.
   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	Select the appropriate category. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Description	Enter a description.
   Area	Enter the appropriate area.
   Report Contact / Company	Select the appropriate company and contact. For more information on setting up companies, refer to Understanding the Contacts app.
   Incidents
   For more information on working with grids, refer to Item grids.
   Individual	Enter the name of the individual involved.
   Incident Type	Select the appropriate incident type. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Description	Enter a description.
   Area	Enter the appropriate area.
   Report Contact / Company	Select the appropriate company and contact. For more information on setting up companies, refer to Understanding the Contacts app.
   Visitors
   For more information on working with grids, refer to Item grids.
   Name / Notes	Enter the visitor name and any appropriate notes.
   Report Contact / Company	Select the appropriate company and contact. For more information on setting up companies, refer to Understanding the Contacts app.
   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 or select any relevant image files. You can use drag and drop to add an image file to this section. For more information on using this section, refer to Media section.
   Signatures
   Select Add Signature to apply your signature to the daily report. Enter your signature PIN when prompted. Your name, the current date and time, and an image of your signature are recorded. For more information on managing your signature PIN, refer to Signature.
   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. If appropriate, tag any relevant assets or locations.

   

   Note Tagged daily reports appear in the Linked Documents section of the corresponding asset or location record.

6. 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.

   Note Weather data can be added only if weather data collection was configured on or before the date of the daily report. Data is not available for dates before weather data collection was configured.

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, click the More icon and select Print. If your log view contains more than 10,000 records, the Print option will be disabled and you can select to download the records to a CSV file instead.

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.

From the detail view of a record, there are several standard actions you can take. Depending on your permissions, some or all of the following options may be available to you:

• View and View w/References - Select View or View w/References to open a PDF view of the current record. The PDF file can be printed or shared from the viewer by clicking on the Open PDF icon .

  

  Note Only references where the Include on Send value is set to "Yes" are included in the View w/References.
  Additionally, if Include Markup on Send is set to "Yes", any markups on the file are included.

• Discussions - Select this icon to open the Discussions panel. If enabled in your domain, the discussions feature allows you to participate in public or private conversations associated with specific records. For more information, refer to Discussions.

• View History - Select this icon to open the History page for the record. The history page provides details regarding all activity (creation, edits, saves, etc.) performed on the record. Click view edit to drill down into more detail on a specific action. Click hide edit to close the action detail. Click the Close icon to close the history page.

• Send actions - Click this icon to select an appropriate Send action for the record. The following options may be available to you:

  • Copy Link and Copy Portable View Link - Select this option to copy a URL link for the record or record's portable view to your clipboard. This link can be sent outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Copy QR Code and Copy Portable View QR Code - Select this option to generate a QR code for the currently open record or record's portable view. The QR code can be shared directly from your screen, or copied to your clipboard to be shared as appropriate. This QR code can be shared outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Send - Select this option to open a new Kahua message with the open record included as an attachment. References with the Include on Send value set to "Yes" are also included. For more information, refer to Messages app.

• Delete - Select this option to delete the open record. You must agree to the confirmation message before the record is deleted.

  Alternatively, right-click on the record in the log view and select Delete, or select multiple records from the log view and select Delete.

  Note If a record is deleted in error, your domain administrator may be able to recover it through the Recycle Bin app. For more information, refer to Using the Recycle Bin.

• Open in a new window - Select this option to open the current record as read-only in a new window (desktop host) or browser tab (web host). This allows you to navigate to other records in the original Kahua instance while keeping the read-only window or tab open for reference. To re-open the record on the read-only window or tab in Kahua, select Open in the header.

  

• Maximize and Minimize - Select Maximize to open the record to a full screen view. From the full screen view, select Minimize to return to the original view.

• Close - Select the close icon to close the currently open item.

Note This feature is hidden by default and must be enabled in Configuration.

The optional Lost Days feature helps track lost work days and their causes (for example, weather, safety/accidents, equipment failure, environmental factors, permitting issues, labor strikes/disputes, and utility interruptions). When enabled, the feature also supports tracking who is responsible for notifying the client, when the notice is due, and when it has been sent.

To configure the Lost Days feature, complete the following steps:

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

2. In the Configuration > Daily Reports application, navigate to Fields tab and select Override.

3. Select Is Visible for the Lost Day field.

4. Confirm Is Visible is selected for the remaining fields:

   • Delay Reporter

   • Lost Day

   • Lost Day Cause

   • Lost Day Notice Due

   • Lost Day Notice Sent

5. To control how the Lost Day Notice Due date is calculated, navigate to the Defaults tab, and set Lost Day Date Due Offset. The Lost Day Notice Due value is calculated by adding this number of days to the current date.

   Example If the Offset value is 7, the Lost Day Date Notice Due will be seven days from Report Date.

6. If your project uses the Kahua Daily Report Workflow, navigate to Configuration > Daily Reports > Settings tab and select Use Lost Day Notification Workflow to enable a triggered workflow task that reminds the Delay Reporter to send the Lost Day notice.

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, in some applications, 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: