Daily Field Reports: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for working with daily field reports, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

Before you begin working with the daily field reports, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklists.

Table 1. Mandatory Settings
Form Criteria to Check
Enable/Disable Features (CS100000) form Make sure that the Projects, Construction, and Construction Project Management features are enabled.
Project Management Preferences (PJ101000) form Make sure that all necessary settings related to daily field reports have been specified.
Projects (PM301000) form Make sure that the necessary project has been created.
Employees (EP203000) form Make sure that the employee account for the project manager has been created.
Table 2. Additional Settings
Form Criteria to Check
Enable/Disable Features (CS100000) form Make sure that the necessary features from the following list are enabled:
  • Time Management: To be able to track employee activities on the project site
  • Change Orders: To be able to add change orders to the daily field report
  • Change Requests: To be able to add change requests to the daily field report
  • Expense Management: To be able to add the expense receipts related to the report
Vendors (AP303000) form If it is necessary to keep records about the subcontractor activities on the project site, make sure that accounts for all vendors that represent the necessary subcontractors have been created.
Contacts (CR302000) form If it is necessary to send emails to the customer contacts, make sure that accounts for all necessary customer contacts have been created.

Approval Workflow Configuration

To make sure that an approval workflow is configured correctly for daily field reports, make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Tasks to Perform
Enable/Disable Features (CS100000) form Make sure that the Approval Workflow feature is enabled.
Assignment and Approval Maps (EP205500) form Make sure that an approval map for daily field reports has been created, as described in Daily Field Reports: To Configure Approval for Daily Field Reports.
Email Templates (SM204003) form If an employee needs to receive notifications about a pending approval when daily field reports require approval from that employee, make sure that the notification template has been configured.
The General tab of the Project Management Preferences (PJ101000) form Make sure that the approval map for daily field reports is specified in the DFR Approval Map box.

If an employee needs to receive notifications about daily field reports pending approval, make sure that the needed notification email is specified in the DFR Approval Notification box.

Other Settings That Affect the Workflow

You can affect the workflow of daily field reports by specifying additional settings as follows:

  • To change the format of daily field report identifiers, adjust the DFREPORT numbering sequence on the Numbering Sequences (CS201010) form, or create a new numbering sequence and select this sequence in the DFR Numbering Sequence box on the General tab of the Project Management Preferences (PM101000) form. For more information on numbering sequences, see Use of Numbering Sequences.
  • To modify the copy-paste settings of the daily field reports, on the Daily Field Report Copy Settings tab of the Project Management Preferences form, select the Override Default Copy-Paste Settings check box. Then you select or clear the check boxes on the tab to define whether the specified information will be copied from an original daily field report when you create a copy of a daily field report by using the standard Copy and Paste commands on the form toolbar of the Daily Field Report (PJ304000) form.
  • To save revisions of a daily field report as PDF files, select the Enable History Log check box on the Project Management Preferences form. All new revisions of the daily field report will be saved as PDF files and listed on the History tab on the Daily Field Report form.