The Daily screen gives your team a focused view of bookings scheduled for the current day. Use it to see who is working, what equipment is assigned, where the work is taking place, and the instructions for the booking. You can then open a booking to review its full details and start related records such as a time sheet or safety risk assessment.
The page heading shows Today — followed by the current date. The page is available to staff, foremen, managers, and administrators. If you are not signed in, you are asked to sign in before the page is shown.
The cards help you prepare before going to site. Check the displayed manager and foreman, the crew and asset counts, the site address, asset labels, and the booking description. The current date and booking dates are displayed in New Zealand date format.
There is no completion button for a daily activity in the current Daily workflow. To record the work associated with a booking:
Creating a time sheet or SRA does not change the booking to a completed status from the Daily screen. If your team needs a booking-status update, contact the person who manages your account or booking schedule.
Open a booking card to review the information available for that activity:
If the booking is linked to a job, select View Job to open that job. Use the print control on the detail page when you need a paper or printable copy of the booking information.
Not from the current Daily screen. There is no separate completion control. Record the relevant work with a time sheet, SRA, or another applicable workflow, and ask your manager about any required booking-status update.
The Daily screen shows bookings that overlap the current day. If there are none, it displays No bookings for today. Check that you are viewing the correct day and that the booking has been scheduled for today.
The Daily list is available to staff, foremen, managers, and administrators, and staff and foremen can view the full schedule shown there. Access to some linked information and actions may still vary by role.
From the Daily detail view, New Time Sheet is available to foremen and above. Staff can still have access to time-sheet workflows elsewhere when their account permissions allow it.
New SRA is available to signed-in staff, foremen, managers, and administrators from the booking detail view.
The booking may not have a linked quote, or your account may not have permission to view the quote’s shared or financial information. Ask a manager or administrator if you need access checked.
Open the booking and check the Staff and Assets sections. If the page shows No staff assigned or No assets assigned, contact the person responsible for scheduling so the booking can be updated.