Add or edit a daily report

Select Add New from Daily Activity Reports, or select Edit on a report you are permitted to update.

Define the shift

1. Select the post.
2. Confirm the shift start date and time.
3. Enter the end date and time when the shift is complete.
4. Select Save.

Post and start date/time are required. The end cannot be earlier than the start. Times are entered and displayed in the site's time zone.

The post cannot be changed after the report is created. The creator or an authorized supervisor can edit reports where multiple-user editing is not enabled for the post.

Record turnover and safety information

Use the remaining fields to document:

• whether keys were received and the list of keys;
• whether equipment was received and the list of equipment;
• whether turnover information was received and its details;
• whether anyone was injured during the shift;
• whether the injury was reported and to whom;
• unsafe conditions or near misses and an explanation.

Answer each Yes/No field accurately and add the corresponding explanation whenever the answer requires context.

Connect activities to the report

Activities are not selected inside this form. They are included according to matching post and time. After saving the report, use its Activity action to review the included items, or use Add Activity on the main page to record another one.

Warning

The daily report does not replace required incident, injury, maintenance, or other formal reporting. Complete those workflows in addition to noting them here.