Daily Progress Reports from the field are critical to the progress and overall management of a Project. In RedTeam, Daily Reports can be entered from the web application on a computer or laptop, or from a mobile device such as a smart phone or tablet using the RedTeam Mobile App.

Daily Reports allow you to capture important information from the field, such as Weather (conditions and high/low temp), Work on Site (subcontractors and vendors working on the jobsite), Observations (customizable fields for notes), and Photos.

These Daily Reports can be reviewed inside RedTeam, as well as grouped together into one report called the Performance Overview (located in the Home menu).

1. Create a Daily Progress Report

Daily Reports from the field are critical to the progress and overall management of a Project. Daily Reports can be entered from the web or from a mobile device running the RedTeam Mobile app.

In order to enter a Daily Report on a Project, you muct have the correct permissions, access to the Project, and be a member on the Project Team.

The Observations fields are customizable for your company. They can also be restricted to certain user Roles. You can update these fields and their Roles from the Configuration menu -> Progress Report Observations.

Steps:

From the Project's Home menu, click "Progress Reports".
Click the New (+) icon.
In the "Progress" step enter the General information, Weather, Census, and Observations.
In the "General" section, enter Date, Scope (Original Contract or an Authorized Change), Phase (from Gantt Schedule), and Author.
In the "Weather" section, fill in Conditions, Precipitation, and Temperature (these are pulled in automatically if the Work Location has a zip code).
In the Census section, click "Add Census" to enter all companies and Vendors on site and their activity.
In the "Observations" section, enter notes and observations to any of the fields as needed.
When you are finished, click "Next step" or click on step 2 to continue.
In the "Equipment" step, click "Add" to enter Equipment Utilization or add new Equipment to this job.
Upload photos in the Attachments step by dragging and dropping files from your computer or by clicking "+ Add Files" to browse.
Review the files and change the descriptions to reflect more information about the photo.
If you want to keep any photos private within your company, click the "Confidential" checkbox.
Click "Start Upload".
If you need to make any changes to the Description or mark a photo Confidential (internal view ONLY), click the Edit icon (pencil).
If you need to rearrange your photos in a different order, click the "Arrange" button.
When you are finished, click "Close" (top right corner).

2. Edit a Daily Progress Report

Every Daily Report is created in Draft status and will appear green. While in Draft status, a record may be Edited, Committed, or Deleted. If you have the correct permissions, you may Edit a Draft Daily Report to modify the information (weather, work on site, observations, photos, etc.). To do this, follow the instructions below. If you do not see the option to Edit, please contact your Admin or send a "Help Me" ticket from the Help Center for assistance.

Steps:

Locate the DRAFT Daily Report in the list.
Click the tools icon.
Click "Edit".
Make any necessary updates to the weather, work on site, and observations sections.
Click "Next".
Make any necessary updates to the photos and attachments.
Click "Close".

3. Commit a Daily Progress Report

Every Daily Report is created in Draft status and will appear green. While in Draft status, a record may be Edited, Committed, or Deleted. If you have the correct permissions, you may Commit a Draft Daily Report. To do this, follow the instructions below. If you do not see the option to Commit, please contact your Admin or send a "Help Me" ticket from the Help Center for assistance.

Steps:

Locate the DRAFT Daily Report in the list.
Click the tools icon.
Click "Commit".
The Committed Daily Report will now appear blue.

4. Delete a Daily Progress Report

Every Daily Report is created in Draft status and will appear green. While in Draft status, a record may be Edited, Committed, or Deleted. If you have the correct permissions, you may Delete a Draft Daily Report. To do this, follow the instructions below. If you do not see the option to Delete, please contact your Admin or send a "Help Me" ticket from the Help Center for assistance.

Steps:

Locate the DRAFT Daily Report in the list.
Click the tools icon.
Click "Delete".

5. View & Email a Daily Progress Report

Once a Daily Progress Report has been created in RedTeam, it will appear in Draft status (green) until it is Committed (blue). At any point after the Daily Report has been created, regardless of status, you can View the Daily Report as well as email it to anyone in your database.

Follow the instructions below to View a Daily Progress Report. From the View, you will be able to email the report as needed.