After a Site Diary with costs has been created, it will need to be reviewed and approved before those costs are transferred into the Daycosts Register.
When the Site Diary entry was created, the Reviewer would have been nominated. This Reviewer can follow the steps as below.
- Navigate to the Site Diary Register. For the latest entry in this register, we can see that:
- it does not yet have a 'Date Reviewed' date.
- the font colour is not yet green.
This means the site diary entry is yet to be reviewed. The Reviewer should select the site diary entry and select 'Review Diary' (blue box)
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The Reviewer can now page through the site diary tabs, ensuring all information is thorough and correct.
On the Costs tab, to approve each (or multiple) costs - so that they are included in the Daycost Register as actual costs - select a cost/s and select the green triple-arrow. This will move the costs into the lower register.
Click Next and continue through tabs
- On the final page, ensure the correct Report Period is selected (to ensure Daycosts are added into the correct reporting period), add comments, then click Save
- After clicking Save, the Site Diary entry will now be coloured green and Daycosts will have populated within the nominated reporting period in the Daycosts Register.