Create a Daywork Sheet
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Objective
To create a Daywork Sheet.
Background
You can create a new Daywork sheet to quickly document out-of-scope work when it’s requested in the field using the steps below or your mobile device. Your sheet is immediately visible to your office. You can also request stakeholder signatures and log the labour, equipment, and materials used.
Things to Consider
- Required User Permissions
- To appear in the list for the 'Ordered by' and 'Signee' fields, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.
- To appear in the list for 'Employee' field, users must be listed as employees or workers. See How do I add someone as an employee of my company? or Add a Worker.
- To appear in list for the 'Company' field, the company must have a record in the Project Directory. See Add a Company to the Project Directory.
- Daywork Sheets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the sheet has been signed by the Company Signee. When the Customer Signee has signed and verified the sheet, the status will update to 'Field Verified'.
Steps
- Navigate to the project's Daywork Sheets tool.
- Click Create.
- Fill out the 'General Information' section of the form.
- In the 'Labor' section, enter labour information. Then click Add.
- In the 'Materials' section, enter information for the installed materials. Then click Add.
- In the 'Equipment' section, enter information for the equipment used. Then click Add.
- In the 'Subcontractors' section, enter the relevant information. Then click Add.
- In the 'Approvals' section, select the Signees from the drop-down list.
- Company Signee. A company signee is a person with signature authority for the company performing the work requested in the sheet.
- Customer Signee. A customer signee is a person with signature authority for the entity that requested the labour, materials or equipment being requested in the Daywork Sheet.
- Optional: In the Notes box, type any additional notes you want to add to the sheet.
- Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the sheet.
- Click Save.
Procore creates your sheet. An 'In Progress' banner appears to indicate the sheet is being actively worked on.