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Generate a daily site diary

Capture labour, plant, weather, progress and events on site each day, and let PlanOps turn every diary into a structured daily record — the feed that makes your monthly report write itself.

Goal

A daily site diary submitted and processed into a structured progress record, ready to roll up into the monthly report.

What you walk away with

A daily site diary captured on site — labour, plant, trades, weather, progress and events — and read automatically into a structured daily record, with any delays or issues flagged and follow-up actions raised. Do it every day and the month's record builds itself, so the monthly report pulls from real daily data instead of a memory scramble at month end.

Time: ~5 minutes a day · Level: beginner · Steps: 4

Set up once per project​

Do these the first time only. If your project is already set up, skip straight to the steps.

Set the diary to issue every day​

Only if

you want the diary issued automatically each day

Put the daily site diary on a recurring schedule so it lands with the site team each day without anyone remembering to issue it. You only need to set this up once per project.

Full guide: Schedule a recurring task

Steps​

Steps marked ⚡ AI task are done for you by a PlanOps AI assistant, run from the Assistant Hub on your project home.

Step 1: Fill in the day's diary on site​

Work through the diary on your phone before you leave site — labour on site, plant, trades, the weather, what progressed and any events or hold-ups. It takes a couple of minutes while it is still fresh.

Full guide: Fill in a project form

Step 2: Add the day's site photos​

Attach photos of progress, deliveries or anything worth a record straight from your phone, so the day's evidence sits with the diary rather than lost in a camera roll.

Full guide: Capture and upload site photos from mobile

Step 3: Let PlanOps read the diary ⚡ AI task​

When you submit, PlanOps reads the diary automatically — pulling out the labour, plant, trades and weather, spotting any issues or delays, and writing a concise daily progress summary with follow-up actions raised. Nothing to key in twice.

Runs automatically when a Safety daily site diary is submitted.

AI task: Process Daily Site Diary

Step 4: Review the daily summary​

Check the daily summary and the events raised, so any delay or issue is dealt with the same day rather than resurfacing weeks later. Each summary adds to the record the monthly report draws on.

Full guide: Review and discuss a project report

Last updated: 2026-07-10