Edit a Field Log

You can edit the information of a field log on the Edit a Field Log screen after adding it or after selecting it from the list of field logs. You can only edit field logs that you have created that are still in open status.

To edit a field log:

  1. On the Field Logs screen, click the field log that you want to edit. Alternatively, in the row of the field log you want to edit, click the Edit icon.
    If you have just finished adding a field log, the Edit Field Log screen is immediately displayed.
  2. On the Edit Field Log Screen, select an option in the Field Log Type field, if required.
  3. To add a section for information in the field log, click one or more of the following buttons:
    • Weather
    • Employees
    • Subcontractors
    • Material
    • Equipment
    • Visitors
    • Productivity
    • Additional Information
    • Attachments
    Note: For mobile users, tap the down arrow to expand the upper pane, tap the section that you want to add, tap the Add icon, then tap another Add icon to add that section in the field log. You may also tap the left and right arrows to cycle through the sections instead of expanding the upper pane.
  4. In the section you added, specify the required information.
    Note: In the Employee or Equipment section, click Refresh to update the relevant information when there are changes to employee or equipment information in a time entry.
  5. To include an attachment, click the Attach icon and select one of the following:
    • Access Camera: Select this option to open your device's camera, if available, and take a photo.
    • Upload: Select this option to open the file navigation. You may select multiple files at a time to upload.
    The Attachments section is automatically added to the field log with the photo or attachment.
    Note: For mobile users, the Upload and Camera options can be accessed by tapping the kebab menu at the upper right corner of the screen.
  6. Complete the following fields:
    • Add Customer Signature: Click the Edit icon for this field to enter a signature for this field. Click the Clear and Save buttons accordingly.
    • Add Company Signature: Click the Edit icon for this field to enter a signature for this field. Click the Clear and Save buttons accordingly.
    • Notes: Enter any additional notes for the field log.
    Note: For mobile users, these fields can be accessed by tapping the down arrow to expand the upper pane.
  7. Do one of the following:
    • Go back to the Field Logs screen and submit the field log later. All changes made are automatically saved.
    • Click Submit Field Log to finalize your field log information. Once a field log has been submitted, it can no longer be edited or deleted.
    Note: For mobile users, you can tap the kebab menu and select Submit Record to finalize your field log information.