How Do I Create a DFR (Daily Field Report)?

To Create a DFR from the web version of Projectmates

1. Once inside a project, click the Construction Management tab to expand the list of Daily Field Report threads. Click into a DFR thread.
2. Next, click '+ Report' button at the top right-hand corner of the screen and a new report page will be opened
3. On the Daily Field Report tab, fill in the required fields (red asterisk) and other fields as necessary.
4. Once ready, click Save Draft, and the other tabs will be accessible.
5. On the Weather tab, you can record and track weather information. If the latitude and longitude are entered in the Project Info page, then the weather is automatically entered.
6. On the Personnel tab, you can record the number of crew members and the number of hours worked for each company as well as what they did.
7. On the Equipment tab, you can record any equipment that was used on site.
8. The Event Tracking tab is where you would record any details about anything that happened on site. Examples include: Accidents, Inspections, Surveys, etc.
9. Use the Attachments tab to attach any files or pictures. You can attach documents by dragging and dropping them into that field or clicking the icon to browse and attach files. Also, you can link the documents and photos from the Documents and Photo Album tools.

   Note: Make sure to click Save Draft on each tab before proceeding to the next tab.

10. Click the Save Draft button to finish later or the Finalize button to complete the report and send email notifications.

 Note: Only administrators can delete reports that have been finalized. Once finalized, the report is no more editable. However, users can issue addendum in the Addenda tab to add details to already finalized reports.

To Create a DFR from the Mobile App

1. Once logged in, tap on My Projects and select the project that you wish to work on from the Favorites or All list.
2. Once inside a project, click on Daily Field Report.
3. Tap on the desired thread that you wish to create a report on.
4. Tap the '+' icon and follow the steps below for each section:

            a. The report date will be auto-populated as today's date; if needed, you can change the date by tapping on it.

            b. Type in a description in Work Description field (this is a required field).

            c. Tap on the Save icon anytime you want to save your report in draft mode.

            d. Tap on the Photo icon to add a photo or video from your device.

            e. Tap on Weather to enter weather information.

            f. Tap on Personnel > Add New link to enter the details of the construction crew and the number of hours                                 worked for each company.

            g. Tap on Materials > Add New link to enter the amount and unit of measure.

            h. Tap on Events > Add New link to enter any details about anything that happened on site that day.

            i. Tap the Person icon on the top to select a user to review the report once its finalized; by default, Publish                             Immediately is selected.

            j. Tap Save and Finalize on the bottom to finalize this report

            k. To email the report, open up the finalized report and click on the Email icon to send a copy of the report to any user.

Note: DFR saved in draft mode is only visible to project admin and the creator of the report. You can only delete a report as long as it's in save mode, only an admin user can delete reports that have been finalized.

Click here for more information on Daily Field Reports.