Create a Weekly Diary Report
The Weekly Diary Report is used to compile daily inspection data into a single Weekly Report that is most often used for Minnesota customers. To create this report:
Go to the Weekly Diary tab in the Contract menu. A single report is created for all projects in a contract.
Click on ‘Create’ for the applicable week ending date.
Enter any scheduled hours, intermediate projects, and major items to display on the document; click on ‘Save’.
On the Weekly Diary listing page, click on the Office template ‘Weekly Diary’ to create the form. This will open up Word.
After the Word document opens, click on the Add-In in the upper right corner if you do not see a login screen at the right of the Word document.
Log into the Microsoft Office API using your OneOffice log-in information.
Enter the ‘Name’ of the document, then select the contract and number of the weekly diary that needs to be created.
Select one or more entities (an entity is the record for each weekly diary); then click on “Create Selected Documents”. This will then transfer and update fields based upon the selection made.
You can then ‘Save’ the document and Optionally route it for approval.
Once the document is saved, it is automatically added to the Document section in OneOffice for future review. The ‘Documents’ section is found under the Contract menu.
To see where fields are populated to show on the Weekly Diary: Weekly Diary Document