In RedTeam Flex, 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 Flex 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 Flex, as well as grouped together into one report called the Performance Overview (located in the Home menu).
1. Create a Daily Progress Report
In order to enter a Daily Report on a Project, you must 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 Configuration > Progress Report Observations.
Steps:
From the Project's Home menu, click Progress Reports.
Click the + New.
The first step is Progress, which includes:
3.1. General section: enter Date, Scope (Original Contract or an Authorized Change), Phase (from Gantt Schedule), and Author.
3.2. Weather section: fill in Conditions, Precipitation, and Temperature (these are pulled in automatically if the Work Location has a zip code).
3.3. Census section: click Add Census to enter all companies and Vendors on site and their activity.
3.4. Observations section: enter notes and observations in the fields as needed.
3.5. When you are finished, click Next step or click on step 2 to continue.
The second step is Equipment. Click Add to enter a new Equipment and/or to enter Equipment Utilization. To display Equipment Utilization, don't skip the notes section.
Upload photos in step 3: Attachments 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. Then click Start upload.
If you need to make any changes to the Description or mark a photo Confidential (internal view ONLY), click the Pencil icon. If you want to delete it, select the Trash icon.
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.
Steps:
Locate the DRAFT Daily Report in the list. (Your Project > Progress Tab)
Click the Tools icon and click Edit. Or you can also click the Pencil icon.
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.
Steps:
Locate the DRAFT Daily Report in the list.
Click the tools icon and 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.
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 Flex, 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.
Steps:
Locate the Daily Report in the list (Draft or Committed).
Click the Tools icon and View. Or you can click the Paper icon directly.
Click the Email button to send this Progress Report via email.
