Appia® | Daily report approvals and actions – Infotech

In this article: approve or deny a daily report, undo daily report approval, mark as reviewed, mark as checked, export daily report, copy daily report

Once your daily report has been entered, you must submit it for approval. Any materials need to be reviewed before the report is approved. After a daily report is approved, you can undo the approval until payment has been finalized for the items posted in the report.

The Actions menu contains other commands for the daily report, such as copy or mark it as reviewed, depending on the report's status.

Select the project from the My Project page if you are not already there.
Select Daily Activities in the Sidebar menu.
Select the report date from the calendar and click the name of the inspector who created the report or the Edit pencil icon.

Approve or deny a daily report

In order for a payment to include the items posted in the daily report, the report must be approved. Once a report is approved, all quantities posted on the report will be eligible for payment. The report cannot be changed or deleted, though the approval status can be undone until a payment is made.

From the Daily Report overview page, review the report.
If there are materials that have not yet been reviewed, click Review Materials.
Click Approve or Deny. If you deny the report, enter the reason and click Yes, deny this report. This reason displays in the report history.
If there is more than one report to review, you can select Approve and Review Next from the Actions menu.

If you approved the report, the Appia service returns you to the Daily Activities page and the report status is changed to approved. If the report is denied, the Appia service remains on the report and the status is changed to draft. The Appia service logs who approved or denied the report.

Undo daily report approval

Click the name of the inspector who created the report.
Click Undo Approval.
Enter a reason for unapproving the report and click Yes, unapprove this report.

The approval is removed and the report is moved back to a pending status. The Appia service logs who undid the report approval.

Mark as reviewed

Some agencies require the daily report be reviewed. If you have the correct permissions, you can review the daily report after each status change.

Select the report date from the calendar and click the name of the inspector who created the report.
From the Daily Report overview page, review the report, then select Mark as Reviewed from the Actions menu.

If the status changes or is sent back to a previous status, the option become available again. The Appia service logs who reviewed the report.

Mark as checked

Some agencies require the daily report be checked. If you have the correct permissions, you can check the daily report when it is pending approval.

Select the date from the calendar and click the name of the inspector who created the report.
From the Daily Report overview page, check the report, then select Mark as Checked from the Actions menu.

If the approval for a daily report is undone, the option become available again. The Appia service logs who checked the report.

Export

You can export the information in a daily report into a CSV file.

Select the date from the calendar and click the name of the inspector who created the report.
Select Export from the Actions menu.

The Appia service creates a CSV file of the daily report.

Copy daily report

You can copy a daily report for use on another day. This is helpful if the job site is similar to one already reported. Item and material quantities, site conditions, and attachments will not be copied to the new report. You cannot copy a report to a day where you already have a daily report.

Select the date from the calendar.
Click the Two-pages icon to copy the report.
Select a date from the Copy To Date field. You cannot copy a report to a date on which you have already created a daily report.
Click Copy.

You can also click Copy Daily Report from Actions menu when the report is open.

The Appia service opens a new daily report for the selected date with the copied information. Add or remove information as necessary.