Daily Reporter is an invaluable tool that will cross check the accuracy of Contractor’s CPR’s submitted through LCPtracker Pro with the daily logs submitted on the job. Daily Reporter is mainly used by Prime Contractors, with most data being entered by a Foreman. For non-prime contractor usage, please contact the Prime Contractor to discuss usage possibilities. 

A video explaining the Daily Reporter module, as well as the Daily Reporter Brochure can be found under the Daily Reporter tab in LCPtracker Pro. If you are interested in using this module, select the ‘Sign Up Now’ link and follow prompts.
 

There are multiple roles associated with the Daily Reporter application, the two most used are Contractor and Foreman.

• Contractor: is the individual using LCPtracker to enter and certify payroll; this role has access to all features in the Daily Reporter tab, and the regular functionality of LCPtracker for a Contractor.
• Foreman: is the individual in the field logging employee hours; the role has limited access to the Daily Reporter tab, eDocuments tab, and Set Up tab.

User Role Set Up:

Different user roles can be assigned by the main LCPtracker administrator.

In the ‘Set Up’ tab, select ‘Add/Edit Additional Users.’

To add an additional user, enter their email address, name, and phone number, then click ‘Save’ to create the new user ID.

Once ‘Save’ is selected, the user will be sent an email letting them know their user ID and a temporary password.

Contractor Role 

In addition to the tabs for entering and maintaining certified payroll the Contractor role will also have a tab for Daily Reporter.

The Contractor user role can:

• Maintain company payroll records
• Enter employee profiles for the company
• Create Daily Logs for the company
• Upload/View Documents

With permission from the Daily Reporter Manager or Superintendent, the entered daily logs that were submitted will be editable, if needed.

Foreman Role 

The Foreman Roles will only have the Daily Reporter navigation tab.

The Foreman user role can:

• Create company Daily Logs
• View Documents
• Change password
• Edit eSignature password (for help with eSignature see Contractors User Manual)

With permission from the Daily Reporter Manager or Superintendent, the entered daily logs that were submitted will be editable, if needed.

The Daily Reporter web application can be found on LCPtracker Pro as an additional tab.

Creating Daily Logs

To create a new log, go to ‘Daily Reporter > Create Daily Log.’

Step 1:

Select:

1. Date the log is for
2. Project
3. Site
4. Shift
5. click Next

A previously submitted log may be copied by checking the ‘Copy last Daily Report submitted’ check box and then selecting the submission date of the log to be copied from the drop down.

Step 2:

On the next screen, select: 

1. Employee
2. Craft/classification worked
3. Check the box if the employee is a Foreman or Superintendent (if applicable) 
4. Enter the hours worked that day

If there are additional employees to add, click ‘Save,’ if all employees that worked that day have been added, click ‘Next.’

Note: To add an employee that is not on the drop-down menu, add their name in the ‘First Name’ and ‘Last Name’ boxes. Choose their craft/classification and hours, click ‘Save’ and the employee will appear below as ‘[UNRECONCILED].’ ‘Reconciling Employees’ instructions are included later in this document to connect these types of employees to existing employee profiles or create new profiles from these unreconciled versions.

Once all employees have been added, click ‘Next.’

Step 3:

On the next screen, enter a description of the work done on the project, this should be detailed (this is a required field). The activity code is an optional field and can be added here (typically a company’s internal coding). Once completed, click ‘Save/Next.’

Based on how the Daily Reporter Manager Set up the account, the following information may not be available.

Step 4:

Input the information for the equipment used on-site that day, including, the equipment description and the hours used. Click ‘Save’ to enter another, click ‘Edit’ to edit the equipment, or ‘Delete’ to delete, if needed. Once all equipment has been entered, click ‘Next.’ 

Step 5:

The ‘Deliveries Log’ is an optional field, enter the description of deliveries on-site, such as materials, and click ‘Save/Next.’

Step 6:

The Safety Log is an optional field that can be used to record actions such as safety meetings or activities done during a job (Insurance companies may require a record of these actions). The check box can be used to mark if a safety meeting was held on that date. This field may be left blank if there is no information to record. Once complete click the ‘Save/Next’ option.

Step 7:

This is an optional field where notes pertaining to quality inspections or Quality Control Personnel can enter notes, this field may be left blank. Once complete click the ‘Save/Next’ option.

Step 8:

‘Add Attachments’ is an optional field where photos from the job pertaining to the log date can be uploaded. To upload, click ‘Browse…’ to select the file/photo, enter a short description in the ‘Description’ box and click ‘Upload’ to attach it to the log. Once complete click the ‘Next’ option.

Step 9:

Review the Draft of the log to determine if there are any discrepancies that need to be corrected. Once satisfied, submit by entering the ‘Name of person submitting,’ ‘Title of person submitting’ and their ‘eSignature password.’

Reconciling Employees

Unreconciled employees are employees that have been manually entered in the ‘Employee log’ portion of the ‘Daily log.’

Unreconciled employees can either be linked to an existing employee profile or a new profile can be created from this new version. Both actions will be accomplished under ‘Set Up > Add/Edit Employee.’

Note: this functionality is only available to the Contractor role. This cannot be accessed by the Foreman role.

Linking to existing employee profile:

In ‘Set Up > Add/Edit Employee’ select the unreconciled version of the employee from the drop-down and select the employee to merge that unreconciled profile into:

Creating new employee profile:

Select the unreconciled employee from the drop-down and input all the required information, remove ‘[UNRECONCILED]’ from their last name and change thew Active:

The Daily Reporter mobile application can be downloaded to a device via the Apple Play Store or the Google Play Store. Search ‘LCPtracker Daily Reporter’ and the application will populate in the search results.

Login and Navigation

Open the application on a mobile device and use the accounts LCPtracker User ID and Password to login. 

This is the Dashboard view upon logging into the application. 

If a Contractor is working for more than one organization, the Organization can be changed by tapping on the first option on the screen. 

Tapping on the hamburger icon will bring up the Daily Reporter menu where you can access:

• Dashboard (main screen)
• Help
• Contact Us
• About Us
• Logout

If the hamburger icon is not available on the screen, the menu can be accessed by swiping from the left.

Creating Daily Logs

To create a new daily log, go to Create Daily Log on the Dashboard. Most pages can be navigated by utilizing the arrows at the top or tapping an option.

Step 1:

Select the date the daily log is for by tapping the month and year at the top of the screen.

Step 2:

Select the Project, Contractor, Contract ID, and Site.

The ‘Shift’ screen has several options available:

1. Select the shift worked
2. Submit a day of non-performance
   1. will take you directly to the submittal screen
   2. will auto-fill the work description with “non-performing”
3. Copy previously submitted daily logs
4. Tapping ‘Next’ will create a new log from scratch and the screen in Step 3 will appear.

Step 3:

Each section can be edited in this screen by selecting it. The selections available are based on what the Daily Reporter Manager set up.

The below sections will explain how to edit each section.

Adding Employees

Step 1:

Select an employee to be added to the log.

Step 2: 

Select the Craft and Classification the employee worked. The classification options available based on the craft selected.

Step 3:

Enter the employee’s hour worked, select ‘Next,’ and review the information entered. Select ‘Done’ if the information input is correct.

Step 4: 

If an employee is not available in the employee list and needs to be added, they can be manually added by selecting ‘Enter New.’

Enter the new employees name and select ‘Next.’ Select the craft, classification and enter the hours worked for the new employee.

This will now list the newly added employee as ‘Unreconciled.’ This can be updated from the web application side of Daily Reporter using the instructions in the ‘Web Application’ section of the instructions.

Work Description

In this section, enter a description of the work done on the project; this should be fairly detailed. Activity codes can also be added, these are typically a company’s internal coding.

If a work description needs to be removed, tap the ‘X’ next to the description to delete it.

Equipment

Specify the equipment used on-site that day. Selecting the pencil icon will allow editing of the information, and the trashcan icon will delete the equipment from the log.

‘Add New’ will allow you to add another piece of equipment.

Quality Notes

Quality notes are mainly used to input inspection notes, or if a Quality Control person on the project, their notes can be entered here. If there are no quality notes, this can be left blank.

Work Deliveries

The description of deliveries on-site, such as materials, can be entered in this section. If there were no deliveries, this can be left blank.

Safety Log

The Safety Log is an optional field that can be used to record actions such as safety meetings or activities done during a job (Insurance companies may require a record of these actions). The check box can be used to mark if a safety meeting was held on that date. This field may be left blank if there is no information to record.

Attachments

‘Add Attachments’ is an optional field where photos from the job pertaining to the log date can be uploaded. To upload, select the file/photo, enter a short description in the ‘Description’ box and click ‘Upload’ to attach it to the log. Once complete click the ‘Confirm’ option.

Confirming the Daily Log

Once all the information has been added, review the information on the ‘Daily Log Overview.’

If the information entered is correct and complete select ‘Confirm.’ Submit the log by entering the ‘Name of person submitting,’ ‘Title of person submitting’ and their ‘eSignature password,’ then select ‘Submit.’

Editing the Daily Log

Select ‘Edit Daily Log’ from the menu if editing to a log is needed.

Select the Project and Contractor for the log.

Select the ‘Date Range’ for the log that needs reviewing, select ‘Load Logs,’ the logs within the search parameters selected will appear. Select the log to be edited.

If a log that has been rejected or not submitted the screen below will appear with options to Edit, Delete and Resubmit.

eSignature

To establish a new eSignature, go to the ‘E-Signature’ option on the Dashboard menu. The previous eSignature password is required to establish a new password. Enter the user ID and then choose a new eSignature/password.