Plangrid allows the creation of an interactive daily progress report as another type of template inside of the Field Report feature. Jim explains that these daily progress reports are easy and quick to generate. They can be quickly completed in the field using any of the PlanGrid mobile apps for Windows, Android, or iOS without the need to work inside of a static PDF form.
- [Instructor] Converting our PDF forms…into digital report templates here in PlanGrid…is a big step up from using paper forms.…There's another field report feature here in PlanGrid…that let's us go even further…into what I call a digital workflow…as opposed to just digitizing our existing forms.…Let's take a look.…I'm going to create a different kind of field report template.…I'm here on the Field Report screen,…and I'm just going to select Add New and Create a new template,…but this time instead of choosing Custom Reports,…I want to choose a Daily Report.…
You'll see how easy it is…and how fast it is to create this type of report.…We're going to click on Next,…and I'm going to rename this to my Daily Work Log.…I like to add the Weather.…I always want to include a Notes field…at the bottom of every report,…and I'm going to click on Next.…This is where I assign the report,…and in this case this is a daily report,…I would probably assign it…to my superintendent or project engineer,…and I would probably elect…to send them a daily email reminder…
Author
Jim Rogers
Updated
9/11/2020Released
12/7/2018- Using workspaces to connect teams
- Creating workspace tasks
- Creating custom reports
- Building an interactive daily progress report
- Completing reports on Android and iOS devices
- Using issues to track near misses and quality issues
- Visualizing your data
Skill Level Advanced
Duration
Views
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Introduction
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What you need to know1m 8s
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Exercise files1m 12s
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1. Communicate and Collaborate
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Create a Workspace4m 23s
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Adding team members3m 30s
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Creating Workspace tasks3m 47s
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Workspace solutions5m 47s
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2. Manage Field Reports
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Create Field Reports4m 46s
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Complete a report online6m 20s
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Create a custom report5m 15s
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Create a Daily Report4m 10s
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New report options in PlanGrid11m 43s
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3. Track Project Health
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Creating a project dashboard4m 13s
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Use issues to track quality2m 49s
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Visualize your data4m 23s
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Conclusion
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Next steps1m 2s
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Video: Create a Daily Report