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Create and manage Site Diary segments

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Background

You can create and manage multiple Site Diaries (segments) within the same project on the same day. The log segments help you organise diary entries by location, phase, crew, shift or company — so documentation reflects how work is actually performed on site. Each segment support its own independent diary entry for accurate, relevant data capture. You can assign locations to individual segments — the location is prepopulated when creating entries from that segment.

Project teams can filter log views by segment to focus on the logs most relevant to them. For example, site managers can focus on their assigned segments without distraction from other parts of the project. The log segments are also compatible with 360 Reporting for aggregated, Project level analysis.

The log segmentation helps project team to:

  • Structure logs in ways that accurately mirror the work being performed - by crew, area or phase.

  • Use the tool more effectively for clearer attribution of work and Ownership, smoother collaboration and simpler data review and approvals.

  • Prepare high-quality project documentation for a larger project or complex reporting.

Note: PDF exports (include segment names, organised by segment ) and pagination (added to the segments setting section) capabilities are supported.

Things to Consider

Steps

To create and manage multiple Site Diary segments, use the following procedures:

Create and view a log segment

  1. Navigate to your project's Site Diary tool.

  2. Click the Icons Settings Gear icon.
    The Site Diary settings page appears.

  3. Select the General tab and scroll to the Project Segments section.

  4. In the Project segments section, click Create segment.
    The Create new segment screen appears.

  5. To create a new Site Diary segment, add the general information as described:

    1. In the Name field, enter a name for the diary entry. For example, North Tower - Office space.

    2. In the Description field, type a brief description of the log segment.

    3. In the Assigned logs field, click the Site Diary setting log types link to select the log types (such as Manpower and Notes) for the log segment.
      The Log types page lists all log types that are enabled for your project. See Configure advanced settings: Site Diary.

    4. In the Logs field, view the included log types.
      Note: If you do not want to include any log type, you can delete it directly from the Logs field.

  6. Click Create segment.
    The new log segment is created for the included log types.

  7. Navigate to the list view page to view all activities across a project.
    You can view all log segments created for the desired log types. For example, you can easily view work area details, total workforce or total job hours in one place for the manpower log type.
    Note: In the list view page, you can assign locations to individual segments — the location is prepopulated when creating entries from that segment.

  8. To view a specific log segment, use the All Site Diary segments filter at the top of the list view page.

  9. (Optional) Switch to the Calendar view page and view the diary entries.
    The Calendar view helps to track progress with each log segment.

Edit a log segment

  1. Click the Icons Settings Gear icon in the project's Site Diary tool.

  2. Select the General tab and scroll to the Project segments section.
    The Project segments section displays all log segments.

  3. To edit or update a log segments, click the edit icon in the corresponding segment row.

  4. Add the changes and click Update.
    The log segment details are updated and saved.

Delete a log segment

  1. Click the Icons Settings Gear icon in the project's Site Diary tool.

  2. Select the General tab and scroll to the Project segments section.
    The Project segments section displays all log segments.

  3. To delete a log segment, click the delete Icon delete tender recipient icon in the corresponding segment row.
    The segment information is deleted.

See Also