Site Event Reports

A head contractor Virtual Superintendent user can filter a site event report to show the site diary events created by a specific supervisor. When filtered this way, the report will show all of the site diary events created by the supervisor and any dockets assigned to them within the report time frame.

The user can then click on any of the site events or dockets in the report to view the details at a glance, including comments, weather conditions and any photos.

Create a new Site Event Report

• Go to the all reports page
• Press the create new report button
• Select site events

• Give the report a name
• Set the parameters for the report in the report properties panel

Click for larger view

Save a Report

Site event reports can be saved allowing them to be accessed again from the Virtual Super Reports page.

• Press the down arrow beside the up to date button (top of the side filter)
• Select save as
• In the save as new report dialog, press save.

To make the site event report public, toggle the public report field on. If a report is made public, all head contractor users for the project are able to view it from the all reports folder. If a report is saved as private, only the creator can view it from their my saved reports folder.

All site events entered into a site diary which fit the parameters for the report, will automatically display in the saved site event report. Additionally, any plant, labour or material dockets created within the time frame of the report will display.

Share Reports

Saved site event reports can be shared to other Virtual Superintendent users on a project, as explained here.

Export Site Event Data

Three export files can be generated from the site event report, providing head contractors with important site event data at a glance.

• An Excel file containing the data within the report timeframe
• A daily summary PDF, per supervisor, for each day in the report timeframe
• An auto-generated weekly summary PDF, per supervisor, for the previous week.

Excel Export File

This export option creates an Excel file containing all of the data within the report timeframe. Use the report filters to display the relevant data.

• Filter the site event report to display the relevant data
• Click the Excel download icon

An excel file will be located in the computer's downloads area containing the data displayed in the site event report.

Daily Summary PDF

This export option generates daily PDF summaries for each supervisor, summarising their site diary entries along with the dockets assigned to them for each day in the site event report.

• Filter the site event report to display the relevant data
• Click the PDF download icon

The processing tasks panel will show the download progress. Once processing is finished, press the download button in the processing tasks panel. A zip file in your computer’s downloads area will contain daily PDF summaries for each supervisor, detailing site events they created and dockets assigned to them for each date displayed in the report.

Weekly Summary PDF

Every Monday morning, a new weekly report is automatically generated and made available for download on the site events report page. When downloaded, a zip file in your computer's downloads folder will contain a summary of the site events and dockets for each supervisor from the previous week (Monday to Sunday).

NOTE: The same file will download from the link until the following Monday morning.

• Go to the site event reports page
• Click on the orange text Download Latest Weekly Report

A zip file in your computer's download area will contain a weekly report summarising docket and site event data per supervisor for the previous week.

View Site Event & Docket Details

A head contractor Virtual Superintendent user can view the details of a site event or a docket from within the site events report, by clicking on any row to expand it.

When viewing Site Event details, the user will see:

• Details tab: The details of the site event
• Map tab: The exact location on a site map
• Photos tab: Any attached photos
• Weather tab: Weather conditions at the time of the event

NOTE: The attached photos can be clicked on to enlarge them and then downloaded.

Users with the required permissions can view any docket in the site event report by clicking a docket row to expand it, then selecting the View Docket link.

They will view the docket in the relevant dockets page (Supervisor Dockets, Super User Dockets, etc). They can also view the docket attachments.

If they do not have permission to view the docket, they will see the following message:

Site Diary to Site Event Report Workflow

Accessing the information from a supervisor's Site Diary, coupled with remarks made by subcontractors in their daily dockets provides extremely useful information about what has occurred on site.

Encourage supervisors to use their phone's inbuilt microphone to dictate the comments in their Site Diary. Encourage subcontractors to use their microphone to dictate the remarks in their dockets.

When the data is entered this way, a lot more detail is provided, and therefore provides all of the information required for future reference.

Related Articles

See our Site Diary support article to understand the benefits for supervisors.