Daily Logs / 09

Topics: create, edit and set requirements

Topics group logs by subject, such as "Structure" or "Building services". They can require minimum content before submitting and notify followers.

3 minutes
Product screenshot: Topics: create, edit and set requirements
Step by step

How to complete topics

  1. 01

    Create a topic

    In the left bar, next to Topics, click the folder icon with "+" or Create topic at the bottom. You only see it if you can edit the Daily log.

    Step 1: Create a topic
  2. 02

    Fill in the data

    Name (required, up to 120 characters) and an optional description. The name shows in the sidebar and in the Main topic selector.

    Step 2: Fill in the data
  3. 03

    Set the requirements

    Under Requirements before submitting tick what the log must have: Activities, Labor, Equipment, Weather, Safety, Inspections, Materials, Photos (with its minimum), Signature and Notes. Changes apply only to new records.

    Step 3: Set the requirements
  4. 04

    Pick the followers

    Under Topic followers tick who gets notified about new records and status changes.

    Step 4: Pick the followers
  5. 05

    Save

    Click Create topic. The topic shows in the sidebar.

    Step 5: Save
  6. 06

    Edit a topic

    Hover the topic and use the pencil. The Edit panel opens with its data, requirements and followers; save with Save changes.

    Step 6: Edit a topic
  7. 07

    Filter by topic

    Click the topic in the sidebar to see only its logs. All topics clears the filter.

    Step 7: Filter by topic
  8. 08

    See the requirements in the log

    If the topic has requirements, the bottom of the log shows Topic requirements with green ticks (met) or red crosses (missing), for example "Photos 0/2".

    Step 8: See the requirements in the log

What you'll learn

  • How topics: create, edit and set requirements works inside Perfour.

  • What information you need and how it stays connected to Daily Logs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Do requirements block submitting?+

Yes. If something is missing, submitting shows what still needs to be completed.

What is General?+

The default topic. If the project does not have it yet, it is created the first time it is used.

What counts as Activities?+

Task progress records.