Getting Started with MyDayLogs

Step 1: Create Your Account

1. Visit mydaylogs.co.uk and click "Get Started Free"
2. Enter your organization name, email, and password
3. Check your email for verification link
4. Click the link and log in to your dashboard

Step 2: Add Your First Team Members

1. Go to Admin Dashboard → Team Management
2. Click "Add Team Member"
3. Enter their email and select role (Staff/Manager/Admin)
4. They'll receive an invitation email with login instructions
5. Starter plan includes 5 users - upgrade for more

Step 3: Create Your First Template

1. Go to Manager Dashboard → Templates
2. Click "Create New Template"
3. Give it a name (e.g., "Daily Site Inspection")
4. Add fields: text, photos, checkboxes, etc.
5. Mark required fields with asterisk (*)
6. Click "Save & Publish"

Step 4: Assign Tasks to Your Team

1. Go to Assignments → Create New Assignment
2. Select a template
3. Choose team members to assign to
4. Set due date (optional)
5. Add instructions if needed
6. Click "Send Assignment"
7. Team members receive email notification

Step 5: Submit Your First Report

1. Staff member logs in and goes to Dashboard
2. Click on assigned checklist
3. Fill in all required fields (marked with *)
4. Upload photos if needed (recommended)
5. Review before submission
6. Click "Submit Report"
7. Confirmation appears on screen
8. Manager receives email notification
9. PDF is automatically generated and stored

Next Steps

• View Reports: Go to Admin Dashboard → Reports & Analytics to see all submissions
• Download PDFs: Click on any report to view and download professional PDF
• Track Progress: Use Dashboard to monitor pending assignments and completion rates
• Manage Quotas: Starter: 50 reports lifetime. Upgrade to Growth (250) or Scale (500) for more
• Invite More Users: Add managers to delegate template creation and task assignment