Managing Daily Diaries

In this Topic

Selecting a Contract for a New Daily Diary

A Daily Diary is a collection of all the authorized Daily Work Reports (DWRs) submitted on one day by all inspectors working on a contract. The project manager usually submits one daily diary per day per contract. In the daily diary, the project manager authorizes the DWRs and records the time charge information for the day. The system does not allow more than one diary to be created per day per contract, and a diary may not be created for a future date. Diaries can be created for days when no DWRs are collected.

Note: Depending on an agency option setting, some agencies may allow information for more than one day to be included in a daily diary.

The Daily Diary Overview component is the gateway to managing information in all of the daily diaries associated with contracts for which you have contract authority. To access the Daily Diary Overview component, click the Daily Diary link in the Construction component.

The Daily Diary Overview contains a list of all the daily diaries currently recorded for the contracts for which you have contract authority. Locate a daily diary by typing criteria in the Quick Find search box or by clicking Show first 10. The system displays a list of daily diaries that match your search criteria. Each row contains an Actions button and current values for the following fields:

To add or change information in a daily diary, click the Diary Date link in the list (or select Open from the Actions menu on the diary row) to go to the Contract Daily Diary Summary component.

To delete a daily diary, select Delete from the Actions menu on the diary row. To reverse the delete action, click the Undo button. To save your changes, click the Save button.

Note: When you delete a daily diary, the system automatically changes the status of its associated DWRs to Pending Approval.

Selecting a Contract for a New Daily Diary

Follow these steps to add a new daily diary:

On the Daily Diary Overview, click the Actions menu on the component header, and choose Select Contract to Add Daily Diary.

The system displays a modal window for selecting a contract.
Locate the contract to which you want to add the diary by typing criteria in the Quick Find search box or by clicking Show first 10.

The system lists all the contracts that meet your search criteria in the modal window.
Click the contract row to select it.

The system adds a check mark beside the contract you select and shades the row. To cancel a selection, click the selected row again.
Click the Create Daily Diary on Contract button.

The system closes the modal window and takes you to the Add Daily Diary page. For more information, see Adding a Daily Diary.