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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 Daysheet External Entry for the screen oriented towards contractor entry.

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 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.

Specific custom data can also be captured using Daysheets own Extension Columns.

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

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) this data will be synced back to Workbench.

Screen Guide:

• +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 Entered By is the user that created the Daysheet.
• Job is optional. The Job selection on Daysheet Header will limit the jobcodes that will be selectable on the daysheet lines on all the tabs.
• Comments is a free text field, usually used by the contractor supervisor 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 measurementrecord any details from the working day.
• Approved By is the name of the approver if there is an approval process in place.
• Complete indicates with a tick, that the data entry has been completed, and the Daysheet is not edited anymore.