Know which report you are reviewing
Provider-led daily reports are reviewed before delivery. A supervisor authorised at that site or its administering organisation's portal user can review the report. At a shared site, a company reviews its own section, independently of other companies.
Use Daily review in the portal or the review link on your supervisor queue. A shared-only reviewer may be directed to shared reviews. An ordinary owner's daily report can follow a different sending path; do not assume every report waits for this approval.
Review after the cutoff
- Choose the site and report date. Check the site's cutoff and local time; its reporting day may cross a calendar-day boundary.
- Read the work done, open jobs, checks and visit photos. Review held-up work and missing confirmations in context.
- Give a reason and a few words for explainable missed or held-up checks. Avoid personal or sensitive details.
- Add the client comments needed to make the report useful. Check any contacts recorded as notified.
- Save the draft or, after the cutoff and when satisfied, choose Approve for delivery.
Selecting a contact as notified records that notification; it sends nothing. Contact the person through your own agreed channel.
Approval freezes the reviewed snapshot
Approval fixes that evidence and the comments for delivery. A changed evidence set requires re-review rather than silently changing the approved record. Check explanations are locked when the report containing them is approved.
The default delivery for reviewed reports is 08:00 the next morning, using the site's configured delivery time. Unapproved reports are held and shown overdue. A manual send still needs the appropriate approval.
The reader’s email can differ from your own round-up
The building manager's email leads with work completed and the items needing their attention. Your company's own round-up retains its operational exceptions. A manager's short email omitting an uncompleted check is not evidence that the check was done; use the web record for detail.
The report is a shared list of what happened and why. It does not on its own decide whether a contract has been met.
Demo sites can send today so far
Only a site explicitly marked as a demo offers Send today's report now. This sends a day-so-far email, without approving or storing a reviewed snapshot. It does not replace the normal approval and delivery process at real sites.
Current guide: https://siteclara.com/support/daily-review