What do I set up before my team uses daily reports (employee link, crews, counters)
What do I set up before my team uses daily reports (employee link, crews, counters). A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Link each login to an employee record in Administration → Logins (the employee field). A login with no link falls back to the employee with the same email; otherwise the person sees a message asking the office to link it.
- Put people in crews under Crews. The Foreman of a crew can file for it and sees only that crew's productivity.
- Work completed counters come from your industries, so each trade sees its own wording (for example units or tasks completed). If your industries define none, a general "tasks / units completed" counter is used. A counter shown with weight zero is displayed but not counted as a unit, so work is never counted twice.
- With several locations switched on, each report carries the crew's location and the screens get a location filter.