Create Delivery Entries

The Deliveries section allows you to track when shipments or packages are delivered. You can include who the delivery was from, the tracking number associated with the delivery, and the contents of the package.

• Required User Permissions

  • To create entries:

    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

  • To create pending entries as a collaborator:

    • 'Read Only' or 'Standard' level permissions on the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template.

• Additional Information

  • Entries made by collaborators are marked as 'pending' until they are approved by an administrator.

1. Navigate to the project's Daily Log tool.

2. Scroll to the Deliveries section.
   You can also use the left navigation menu to quickly navigate to the Deliveries section.

3. To create an entry, add information to the fields.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Deliveries - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

   • Log Date: A read-only field that specifies the date of the daily log entry. This field is visible only when viewing multiple days in the Daily Log tool.

   • Time: Enter the delivery time of items using the hour and minute dropdown menus.

   • Delivery From: Select the name of the company or entity that delivered the items or type a new name to add it to this entry. You must add company names to your project's Directory tool before they can be selected from this dropdown menu.
     Note: Names added directly from this field are not automatically saved to the project's Directory tool. See Add a Company to the Project Directory.

   • Tracking Number: Enter the tracking number associated with the delivery.

   • Contents: Enter the contents of the delivery.

   • Location: Enter the exact project location where the item was delivered.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

     • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
       OR

     • Click Upload Files to select a file from your computer.

4. Click Create.
   The log entry is created or added.