Create Delivery Entries

Objective

To create Delivery entries in the project's Site Diary tool. 

Background

Things to Consider

• Required User Permissions
  • To create entries:
    • 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
  • To create pending entries as a collaborator:
    • 'Read Only' or 'Standard' level permissions on the project's Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permission template. See Create Site Diary Entries as a Collaborator.
• Additional Information
  • Entries made by collaborators are marked as 'pending' until approved by an administrator.

Steps

1. Navigate to the project's Site Diary tool.
2. Scroll to the Deliveries section.
3. Fill out the following fields as appropriate:

   • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

   • Register Date: This field specifies the date that the site diary entry applies to. This field will only display when viewing multiple days in the Site Diary tool and is uneditable.

   • Time: Indicate the time the entry happened by selecting the hour and minutes from the drop-down menus.

   • Delivery From: Enter the name of the company that delivered the items or enter a new name to add it to the entry. Companies must be added to the Directory tool to be selected in this drop-down menu. Companies added directly from the 'Delivery From' field are not added to the Directory. See Add a Company to the Project Directory.

   • Tracking Number: Enter the tracking number of the delivery.

   • Contents: Enter the contents of the delivery.

   • Comments: Enter any comments that may be needed to further describe the entry.

4. Click Create.

Next Step