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Create Pending Entries for Missing Companies

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Objective

To create new pending entries based on a previous day's entries in the Working Hours or Daily Construction Report registers. 

Background

The Missing Companies feature in the Site Diary tool scans entries of previous days to suggest which companies may need to submit entries for a day. This can help determine what trades need to submit entries for a given day. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the Site Diary tool. 
  • Additional Information:
    • Only the company names are copied to the new pending entries created from the Missing Companies page. The remaining fields will need to be filled out after the pending entries are created. 
    • Copied pending entries are independent of collaborator pending entries and do not affect them. See Create Site Diary Entries as a Collaborator.

Prerequisites

Steps

  1. Navigate to the project's Site Diary tool.
  2. View the day you want to create pending entries for. 
  3. In the List view for the day, scroll to the Working Hours or Daily Construction Report section.
  4. If the project has banners enabled for Missing Companies, there will be a banner in the diary whenever there are missing companies. 
    • Click View in the banner to launch the Missing Companies window. See Configure Advanced Settings: Site Diary.
      OR
    • Click the vertical ellipsis  icon-ellipsis-options-menu.png  icon in the diary, then click Missing Companies.
  5. In the Missing Companies window, review the companies available to create pending entries for. 
    Note: If the data from the previous day does not have the companies you want to create entries for, you can use the calendar to navigate to different dates.
  6. Click Create Pending Entries.
  7. The new pending entries are automatically added to the log with the label 'Copied' to distinguish them from manually created collaborator logs.
    Note: Only the company names are added to the new entries. The remaining fields on the entries will need to be filled out.