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Appia® Knowledge Center

Create and manage a daily diary

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The daily diary is a record of each of the entered daily reports for the selected day. It includes comments and report summaries from each inspector. You can choose what information from the daily reports displays on each daily diary in the Daily Diary Carry Over Rules in the settings.

  1. Select the under construction project from the My Projects page.

  2. Click Daily Activities in the Sidebar menu. The Appia service displays the daily activities calendar page with the current date highlighted.

  3. Click the calendar day for your daily diary.

Add or edit a daily diary

You cannot add diaries for a date in the future. You cannot edit a diary that is marked complete. 

Photos uploaded as attachments also display on the Photos tab.

  1. Click the Add button next to the Daily Diary header or click the pencil Edit icon for the diary. This brings you to the date’s daily diary page.

  2. Enter any information in the Overview or for attachments and click Save. The Appia service displays the Daily Diary page.

  3. Add or change the diary information.

The Appia service displays the name of the user who added or edited the diary in the Audit Log.

Mark as complete

Once you are done editing the daily diary, you can mark it as complete. This prevents editing the diary. This can't be changed once a daily report under the diary is included in a payment. 

  1. Click the date or the pencil Edit icon for the diary.

  2. Click Save or Cancel for the overview, if needed.

  3. Review the diary, then click Mark As Complete.

The Appia service changes the Complete? field in the Overview to Yes and notes the user in the Audit Log.

To change it to incomplete, select Actions from the project header and click Mark As Incomplete.

You can now edit the daily diary. The Appia service changes the Complete? field in the Overview to No and notes the user in the Audit Log.

Mark as reviewed

Once the daily diary has been marked complete, it can be reviewed. There is no limit on the number of times or users who can review the diary. Each review is noted in the Audit Log.

  1. Click the date for the diary.

  2. Click Save or Cancel for the overview, if needed.

  3. Review the diary, then click Mark As Reviewed.

The Appia service adds information to the Reviewed By field in the diary’s overview. The Reviewed By field displays the name of the last person who reviewed the diary.