How to review Site Diaries within an order

Adam Klug
Adam Klug
  • Updated

Site Diaries are a great way to track what happened on site for a given day.

To view all of the site diaries associated to an order:

1. Go to the Orders page (Orders -> Orders)
2. Click on the relevant order to open it's details
3. Click on the "Site diary" tab

This may have a different name, depending on your account's configuration

To view the details of a specific site diary:

1. Follow the steps above

2. Click on the required site diary

You will be taken to the Site Diary detail page.

Here you can see a summary of the day, including the weather, total hours logged and the status of the site diary.

In the detail below, you can see the task details (e.g. time logged) as well as any additional questions that you may have added to the site diary and the supervisor and client sign-offs.

To download a pdf of a single site diary:

1. Go to the Site Diary tab

2. Hover over the Site Diary you with to download

3. Click on the download symbol

The pdf will download into your device's default download folder.

To download a pdf of a multiple site diaries:

1. Go to the Site Diary tab

2. Click on the checkboxes associated to the Site Diaries you want to download

Note that you can also select all site diaries to download by clicking the checkbox in the header row of the table.

3. Click on the download symbol at the top of the table

The pdfs will download as individual files into your device's default download folder.

Troubleshooting

Some web browsers don't allow you to download multiple files from a single click. If you notice that only one of the selected pdfs have downloaded, check your browser settings. In Chrome, you may notice a pop-up on the top left of your browser asking you to enable multiple file downloads.

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