Managing Daily Work Reports

Daily Work Reports (DWRs) are created to document the work that is performed daily on a contract. The information recorded in a DWR is based on actual activity, not planned activity, and is essential for the administration of a contract. Daily information is recorded about the weather, the personnel who worked at the construction site, the hours worked, and the equipment used. This data is collected in the field by the project manager, project engineer, and the inspectors working on the contract.

Multiple DWRs may be created per day. Each DWR must be approved before the information recorded can be submitted on a Daily Diary. When a DWR is submitted for approval, it is either approved or sent back to be modified and resubmitted. The project manager can review or print all the information in one or more DWRs by generating a DWR Report.

The All Daily Work Report Overview provides access to other components in the application you will use to create and manage DWRs. Go to this component by clicking the Daily Work Reports link in the Construction component.

To locate a DWR, type criteria in the Quick Find search box or click Show first 10. The system displays a list of DWRs that match your search criteria. Each row contains an Actions button and current values for the following fields:

To change the information in a DWR, click the Sequence link in the list (or select Open from the Actions menu on the DWR row) to go to the Contract Daily Work Report Summary component.

To delete a DWR, select Delete from the Actions menu on the DWR row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

Note: You can only change or delete DWRs with a status of Draft. When you delete a draft DWR, all DWR child records are also deleted. You cannot change a DWR that is included in a payment estimate.

To submit a DWR for approval, select Submit for Approval from the Actions menu on the DWR row. The system changes the DWR status to Pending Approval. To submit a DWR for approval, it must have a status of Draft.

To approve a DWR, select Approve from the Actions menu on the DWR row. The system changes the DWR status to Approved and updates the Approval Date field to the current date. To approve a DWR, it must have a status of Draft or Pending Approval.

To change the status for a DWR to Draft, select Change to Draft from the Actions menu on the DWR row. This option is only available when the DWR has a status of Rejected or Pending Approval.

To reject a DWR, select Reject from the Actions menu on the DWR row. The system changes the DWR status to Rejected. To reject a DWR, the DWR must have a status of Approved or Pending Approval.

If a contract includes items that have a percentage schedule and at least one autopay item, the system automatically generates a DWR and DWR item posting when the contract percent complete exceeds the trigger percent specified for the item in the percentage schedule (see Maintaining Percentage of Schedule Items).

Adding a New DWR

To add a DWR on a contract for which DWRs are currently listed on the Daily Work Report Overview, select Add DWR to Contract from the Actions menu on a row for a DWR on that contract. For more information, see Adding a Daily Work Report.

To copy a DWR to use as a basis for creating a new DWR, select Copy from the Actions menu on the DWR row. For more information, see Copying a Daily Work Report.

For information about how DWRs can be created with the Mobile Inspector application, see Using the Mobile Inspector Application.

To add a DWR on a contract for which DWRs are not currently listed on the Daily Work Report Overview, follow these steps:

On the Daily Work Report Overview, choose Select Contract to Add DWR from the Actions menu on the component header.

The system opens a modal window for selecting the contract for which you want to add a DWR.
In the modal window, locate the contract by typing criteria in the Quick Find search box.

The system lists all the contracts that meet your search criteria.
Click the row for the contract to which you want to add the DWR.

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 DWR on Contract button.

The system closes the modal window and takes you to the Add Contract Daily Work Report component. For more information, see Adding a Daily Work Report.
When you are finished making changes, click the Save button to apply your changes to the system.

The system displays a message to confirm that your changes were saved in the database.