What is Daily Reports?

Rain, hail, or shine, your daily reports all together in one place

Daily Reports is available on both desktop and mobile devices, for all projects enabled with Field. Keep track of important site details such as the weather, site numbers, and equipment - all kept safe in the Aconex audit trail, so it's easy to refer to later.

 

Key Features

  • Report all site activities for the day, such as workforce present, equipment operated, material delivered, schedule delays, and weather conditions.
  • Record safety incidents and visitors to the site. 
  • Field Project Administrators can show/hide sections from the Template Configuration in Field Settings.
  • Add photos, audio, video and documents to your activity records.
  • Easily search and filter existing entries.
  • Generate a PDF summary report for each day and share it with others.
  • Save time with the copy function - simply create a copy of an existing daily report and edit it to suit your day.
  • Work seamlessly across desktop and mobile devices.
     

User roles

Daily report user roles allow a report owner to delegate on-site activities. Edit user roles from Setup > Project Settings > Field Directory > Your organization.

Role Description
Report admin Start, modify and submit any Report Owner's Daily Reports. You can also tick the box to 'Allow this Report Admin to submit their own daily reports.'
Report owner Start, modify and submit Daily Reports, but can't start and modify other Report Owner’s reports.
Report contributor Start and modify Report Owner’s Daily Reports, but can't submit a report.
Observer (default) View all reports owned by any user role on the project, but can't start, modify, submit or reopen any Report Owner's Daily Report.

Who can use Daily Reports?

Daily Reports can currently only be used by one organization on the project. By default, this is the Aconex project-owning organization.

On request, the ability to create Daily Reports can be assigned to a different organization. This will mean the organization that currently has access to Daily Reports will no longer be able to use it.

Accessing Daily Reports

From your desktop

  1. Log in to Aconex and click Field, then select Daily Reports.
  1. Click on an existing report to view and edit it.

Create a daily report

Daily Reports are automatically created for you each day. They'll initially have the status of 'Not Started'.

  1. To add details for a day, select an entry and click Start this report.
  2. Enter details such as weather, workforce, and materials and click Save.
  3. Edit the entry to add more details at any time. Once the entry is complete click Submit to finalize it. (it will need to be Saved first).

Tip!

Entries are created each day at 12 am local time for the Aconex instance. Timezones for each instance are listed on our scheduled maintenance page.

If Report owners don't need reports for non-working days and holidays, they can mark them Not Required. They can re-open them if required.

Template Configuration

Field Project Administrators can configure sections from the template configuration in Field Settings.

Daily Reports for Mobile

  1. Open the Oracle Aconex Mobile app and log in. Tap Daily Reports.
  1. Tap on an existing report to view and edit it.

Stay tuned

We're busy making further enhancements to Daily Reports over the coming months. Sign up for our monthly release highlights to stay updated.