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Overview:

This entry screen is used as part of the Dockets and Daysheets module and is usable by internal Workbench users. See New Daysheets See Daysheet External Entry for the screen oriented towards contractor entry.

Using this screen requires existing Contractor Schedules for the desired job and supplier combination. It is intended to be used by the manager, supervisor, or administrator to enter or edit dockets directly on behalf of the contractor, either where the contractor submitted paper dockets or where there is no contractor user available to enter data. 

Daysheets allow Job data capture in context of a specific supervisor, project, and date, replacing Workbench Daily Diary module.

Everything that happens on a job site for the day can be captured in one place, allowing a manager, supervisor, or an Admin person administrator to enter:

• General comments for the day,
• Dockets (for external Plant, External Labour, Materials specified in a Docket Schedule),
• Timesheets for internal people

• and Plant usage optionally,

• Plant usage,
• Outputs,
• Stock Issues,
• File Attachments,
• and have visibility of any Datasheets for a particular Job.

Daysheets have their Specific custom data can also be captured using Daysheets own Extension Columns allowing you to add any specific data you want to capture.Tablet and desktop friendly .

Supervisors or managers on site can capture data using a Tablet, as this screen adapts to a tablet screen. Photos and videos of the showing progress for the day can be captured from a tablet by a supervisor.

Previous Daysheets can be copied reducing data entry time.

Upvise compatibility: In those cases where Upvise is being used to capture Daysheets data (Time, plant, stock, dockets) it this data will be synced back to Workbench.

Screen Guide:

Before data can be entered, an existing Contractor Schedule must be selected under Schedules, followed by the desired Daysheet Date. If data has been previously entered for the schedule/date combination, the lines will display in the table and additional lines can be added with + New Line.

Where lines are being added from paper dockets, scans of those pages can be added using the Attachments button.

• Docket is a required free text field and is intended to be used where there is a traceable docket number attached to the entry. Where there is no docket number, the date can be used instead. The system will detect duplicate docket numbers that have previously been used and display an error message.
• Schedule Code comes from the settings of the Contractor Schedule used.
• Job is determined by the Contractor Schedule used.
• Work Centre is also determined by the schedule+New Daysheet creates a new datasheet for the day.
• Filters by default the list show is fiktered down by the loggedin user and a date range of one month from the current day backwards. Daysheets are sorted by date and sequence, latest being the first on the list. Change filters to display different results.
• Entered Date is the date selected on the Daysheet, by default is today's date.
• Sequence is a number automatically allocated to the Daysheet, as there can be more than one Daysheet per day, entered by different or same user.
• Comment is a free text field, usually used by the contractor to note any exceptions or items the supervisor should be made aware of.
• Operator Name gives the option of entering the person the line relates to.
• Unit is determined by the schedule line used and is the unit of measurement.