Dashboard > Projects > Select a Project > Daily Reports
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to update/change the assigned date for any forms, users will need Edit permissions for the corresponding form
Understanding Assigned Dates
When filling out forms through the Site or Safety modules, the day you fill out the form will be the Assigned Date. However, you may have workers filling out their forms from your project's Day View. If this is the case, please have them note the date of the Day View at the top of the page.
This date will be the assigned date for the form. For example, if it's the 13th of August, and a user is reviewing their project's Day View for August 11th and they fill out a form posted in that Day View, the form's assigned date will be for August 11th.
If the above happens or we forget to submit important forms for a particular day, such as daily inspection reports or end-of-day reports, the ability to change a form's assigned date is incredibly useful.
โ
In the case of forgetting to fill out a form on a particular day, you can create a new report or form and input the required details for the previous day. With this quick and easy solution, you can ensure that your records are accurate and up-to-date, even if you forget to submit a form on time.
Once you're happy, simply hit "Save & Close", a PDF has now been created. On the report list view, you will see the report you just created.
To update the form's Assigned Date, scroll to the left of the filled out form to see the 3-dot icon. Clicking on it will reveal a drop-down menu where you can find the "Update Assigned Date" option. This feature comes in handy when you forget to submit a form for a previous day, as it will allow you to backdate the form to the desired date.
Want to learn more?