Video Walkthrough
Step-by-Step
Select "Projects" from the main menu then select the Project and Contract you wish to send a daily diary for. Finally select "Daily Diaries" from the Product menu.
ℹ️ Tip
Unlike other products there is no "New Daily Diary" button for creating a Daily Diary, instead C-COM expects a Daily Diary for every day, users with an Owner role for the Daily Diary can access a list of dates for which Daily Diaries are outstanding and then compile and send Daily Diaries for these dates.
Click the "Requires your attention" tab to see a list of dates for which daily diaries are outstanding
Click the date for which you would like to compile a daily diary
ℹ️ Tip
If you don't see the date for which you want to compile a Daily Diary then a Daily Diary has already been sent for that day or the date falls before the start date for Daily Diaries.
Find the section you'd like to add a record to and click the green + button, in the example below we will add records to the Work section.
Complete the form and tick the "Add another record" checkbox if you want to immediately add another record without the popup closing and you having to click the green + button again.
Click "Create" to add your record
👀 The records we added appear on the daily diary
Click the ellipsis icon to the right of any record to edit or remove the record
ℹ️ Tip
The daily diary is saved as you go. You can return to it at anytime and carry on editing until you send it.
When you are satisfied with your daily diary click "Send"
✅ You have successfully sent your daily diary.
👀 The status of the sent daily diary changes from "Draft" to "Sent" and no further adding or editing of records is possible.
👀 The sent daily diary can now be seen by all and is no shown in the "Requires your attention" tab