Recent Activity Report/Email for Projects

Recent Activity Report/Email for Projects

For an overview of all available Project Reports, go to: Overview of All Reports for SiteOwl Projects

Report Overview

Recent Activity information is available in SiteOwl in three locations:
  1. Headquarters Recent Activity Report: found on the Headquarters -> Installation Projects screen. This version provides information about today's activity, for all the Installation Projects you can access.
  2. Headquarters Recent Activity Email: enabled using the Recent Activity checkbox on the Headquarters -> Headquarters Users screen. This version provides information about activity over the previous 24 hours, for all Installation Projects you can access.
  3. Account Installation Project Recent Activity Report: found on the Installation Projects -> Project Reports screen. This version provides information about today's activity for the selected Installation Project.
Devices and Tasks are included in the report if they have experienced any of the following changes:
  1. Existing Devices/Tasks
    1. Installation/Completion Status changed
    2. Operational Status changed
    3. Installation Notes edited
    4. The Device/Task has an unresolved Flag that was added during the time span
  2. New Devices/Tasks added during the time span are included if they match any of the following criteria:
    1. Installation/Completion Status is not Planned
    2. Operational Status is not Non-Operational
    3. Device's Installation Notes field is not empty
    4. The new Device/Task has an unresolved Flag

Report Details

Project Summary

This section is divided in two areas:
  1. Recent Activity: a summary of changes that occurred during the time span.
  2. Project Status: the overall status of the Project at the time the report/email was generated.

Device/Task Details

Each Device/Task in the report includes the following columns of information:
  1. Device/Task Name: includes an icon that indicates whether it represents a Device or Task, and general information such as Name and Part Number. If the Status is Installed/Completed, the name of the user that marked the Device/Task as Installed/Completed is shown.
  2. Primary: will either show Primary if the Device/Task is a Primary or it will show the name of its Primary Device/Task if it is a Secondary.
  3. Action: until SiteOwl releases future features, this will always show Install for Devices and Task for Tasks.
  4. Status: shows the current Installation/Completion Status, as well as the previous status if there was a change. The current and previous statuses display an arrow between them. This arrow will be red if the status was a regression (i.e., Installation Status changed from Installed to In Progress).
  5. Notes: shows the Device's current Installation Notes. If the Device/Task has an unresolved Flag, then the Flag Date and Note are shown.

Devices/Tasks with an Issue

A Device's/Task's row will be red if any of the following has occurred during the time span:
  1. The Installation/Completion Status regressed
  2. The Operational Status regressed
  3. The Device/Task has an active Flag that was added
Click the image to view a full report sample:

Configuring the Report

By default, all Accounts are automatically included in the report, and all Headquarters Users with access to a related Installation Project will receive it. However, Headquarters Administrators have the ability to change which Accounts are included in the report, and which Headquarters Users will receive it. 

Changing the Accounts that are Included in the Report
  1. Select the Headquarters at the top center of the screen.
  2. Select Accounts on the left menu to view a list of Accounts.
  3. Check the box under Daily Email for all Accounts to be included in the report.

Changing the Headquarters Users who Receive the Daily Email
  1. Select the Headquarters at the top center of the screen.
  2. Select Headquarters Users on the left menu.
  3. Check the box under Daily Email for all users who will receive the email.

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