Daily Entry

Last modification: October 25, 2025

 

Lesson Plan

At the end of the Daily Entry lesson, the client and designated users will be able to perform the necessary configurations and actions related to daily entry in maestro*.

 

Unit DE01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to operate maestro* at the daily entry level.

PREREQUISITES

  • Project Management
  • Security Management
  • Employee Management
  • Daily Entry

OPTIONAL PREREQUISITES

  • Project Dispatch
  • Contact Management
  • Analysis
  • Configuration (Daily Entry)
  • Discussion of the current and future process (strengths and weaknesses)
  • Explanation and completion of basic configurations for implementation
  • Decision-making

HOMEWORK

  • Reflect on discussions

15 min

 

Pilot

 

Unit DE02 - Configurations - Daily Entry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to define and configure the various elements required for daily entry.

  • Configuration of the daily input option gear

  • Review of previous concepts and validation homework assignments
  • Explanation and completion of various management screens based on client needs and system requirements, with the goal of automating data entry

HOMEWORK

  • Finalize data entry

30 min

 

Pilot and/or Super Users

 

Unit DE03 - Operations - Daily Entry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to configure and use the different elements and processes of daily entry.

  • Daily Entry
  • Daily Entry - Project Manager
  • List of Breaks and Meals
  • Compile Daily Entry Hours
  • Daily Entry Batch Acceptance
  • Daily Entry Batch Transfer
  • Review of previous concepts and validation of homework assignments
  • User training according to the process established at the time of analysis
    • Dispatch import
    • Return to mobility
    • Different statuses for Daily Entry or Daily Entry - Project anager screens

HOMEWORK

  • Practice entering transactions

1 h 30 min
  • Mobility lesson plan
Pilot and/or Super Users

 

Unit DE04 - Operational Training - Daily Entry

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to configure and use the different elements and processes of daily entry.

  • Daily Entry
  • Daily Entry - Project Manager
  • List of Breaks and Meals
  • Compile Daily Entry Hours
  • Daily Entry Batch Acceptance
  • Mass Transfer of Daily Entry Batch Transfer
  • Review of previous concepts and validation of homework assignments
  • User training according to the process established at the time of analysis
    • Dispatch import
    • Return to Mobility
    • Different statuses for Daily Entry or Daily Entry - Project Manager screens

HOMEWORK

  • Practice entering transactions
1 h 30 min
  • Mobility lesson plan
Pilot and/or Super Users

 

Unit DE05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to use maestro* analysis and reporting tools to find the information they need regarding daily entry in maestro*.

 
  • Analyses and inquiry (Daily Entry)
  • Review of previous concepts and validation of homework assignments
  • Inquiry of worked hours
  • Inquiry of closed daily entries

HOMEWORK

  • Validate data entries

15 min

 

Pilot

Super Users

Users

 

Unit DE06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to use the standard maestro* forms defined to meet their needs.

  • Daily Entry

  • Review of previous concepts and validation of homework assignments
  • Validation and definition of changes to be made, if necessary, to the daily entry forms

HOMEWORK

  • Validate forms
To be determined   Pilot

 

Unit DE07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.

  • Process of entering data into the daily entry
  • Review of previous concepts and validation homework assignments
  • Client support during the testing phase
  • Transaction validation
  • Report amd inquiry validation
  • Review of configurations, if applicable
  • Review of the process, if applicable

HOMEWORK

  • Complete the integrated tests

1 h

  

Pilot

Users

 

Unit DE08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will have shown the necessary knowledge and skills to use the daily entry in maestro*.

  • Learning validation
  • Security review
  • Preparation for upcoming training sessions
15 min Acquired competencies form – DE Pilot