Module Overview
A universal activity logging system that enables ALL users (not just auditors) to document daily work activities, generate weekly and monthly reports, and provide management visibility into team productivity across the organization.
What is ADR?
Activity Daily Report (ADR) is a cross-functional reporting module that allows any user in the organization to log their daily activities, regardless of their role. Unlike audit-specific modules, ADR is designed for universal use across all departments.
Universal Access
Any user can log activities - not limited to audit team members
Daily Logging
Document tasks, projects, and progress with rich text details
Automated Reports
Generate weekly and monthly reports from daily activities
Manager Visibility
Consolidated reports for management review and analytics
ADR Reporting Flow
Key Distinction
Unlike other StrataGRC modules that require specific audit permissions, ADR is designed for all users. A non-auditor in HR, Finance, or Operations can use ADR to log their daily work activities.
Key Features
What ADR Provides
Rich Text Logging
Summernote editor for formatted activity details with lists, bold, italics
Project Tracking
Organize activities by project with status tracking
Department Linking
Link activities to specific departments/units from audit universe
Weekly Reports
Auto-compile daily activities into formatted weekly reports
Monthly Reports
Consolidate all team activities into monthly management reports
Export Options
Export reports to CSV for further analysis or presentations
Daily Activity Logging
The foundation of ADR. Every user logs their daily work activities with project details and status.
How to Log Daily Activities
Navigate to ADR Dashboard
From the main menu, select "Activity Reporting (ADR)" → "ADR Dashboard". You'll see your recent activities.
Click "Log New Activity"
Click the blue "Log New Activity" button to open the activity entry form.
Fill Activity Details
Complete the following fields:
| Field | Required | Description |
|---|---|---|
| Activity Date | Yes | Date when activity was performed (defaults to today) |
| Status | Yes | CONTINUOUS, COMPLETED, ONGOING, or PENDING |
| Project Description | Yes | Brief title of the project/task |
| Activity Details | Yes | Detailed description using rich text editor |
| Department/Section | No | Link to auditable unit (People/Process/Technology) |
| Expected Completion | No | For ongoing tasks, expected finish date |
Use Rich Text Editor
The Summernote editor allows you to:
- Format text: Bold, italic, underline
- Create lists: Bullet points or numbered lists
- Add structure: Paragraphs and spacing
- Clear formatting: Remove all formatting
Save Activity
Click "Save Activity" to log your work. You'll be redirected to your ADR dashboard where you can see all your logged activities.
Activity Status Definitions
| Status | When to Use | Badge Color |
|---|---|---|
| CONTINUOUS | Ongoing routine activities with no end date | Blue |
| COMPLETED | Tasks that have been finished | Green |
| ONGOING | Work in progress with expected completion date | Yellow |
| PENDING | Tasks waiting on external factors | Gray |
Best Practice
Log activities at the end of each day while details are fresh. This ensures accurate time tracking and comprehensive weekly reports.
Weekly Reports
Automatically compile daily activities into structured weekly reports for submission to management.
Generating Weekly Reports
Select Week
Navigate to "Generate Weekly Report". Use the week selector to choose the ISO week (Monday to Sunday) you want to report on.
Load Activities
Click "Load Activities" to fetch all daily activities logged during that week. The system displays them in a report format.
Review Report Preview
Review the compiled activities in table format:
- S/N: Serial number
- Description of Project: Project title from daily logs
- Activities: Rich text details from daily logs
- Status/Remarks: Status from daily logs
Save Final Report
Click "Save Final Weekly Report" to:
- Generate HTML report
- Save to
adr_weekly_reportstable - Set status to "Submitted"
- Make available for manager review
Weekly Report Structure
Auto-Save Feature
Weekly reports are saved with ON DUPLICATE KEY UPDATE
logic. If you regenerate a report for the same week, it updates
the existing report rather than creating duplicates.
Monthly Reports
Consolidate all team members' activities into comprehensive monthly management reports with customizable columns.
Compiling Monthly Reports
Note: Monthly report compilation requires
adr_generate_monthly_report permission (typically managers only).
Select Month
Navigate to "Compile Monthly Report". Select the month (e.g., "2024-01" for January 2024) from the month selector.
Configure Report Columns
Choose which columns to include in the report:
- Reporting Officer: User name
- Date: Activity date
- Description of Project: Project title
- Activities: Detailed description
- Remarks/Status: Activity status
- Department/Section: Linked unit
Preview Data
The system shows how many activities will be included. Click "Generate Final Report" to proceed.
Generate Report
The system:
- Fetches all activities for the month
- Groups by user
- Generates formatted HTML report
- Saves to
adr_monthly_reportstable - Stores selected columns configuration
Export to CSV (Optional)
Click "Export to CSV" to download the report as a spreadsheet file for further analysis or presentations.
Monthly Report Header
CSV Export
CSV exports include all activities from all users for the selected month, making it easy to analyze team productivity, identify trends, or create presentations.
Manager Review Workflow
Managers can review submitted reports from all team members, providing oversight and accountability.
Review Submissions
Permission Required: adr_review_reports
Access Review Dashboard
Navigate to "Review Submissions" to see all weekly and monthly reports submitted by team members.
Filter Reports
Filter by:
- Time Period: Week or month
- User: Specific team member
- Status: Submitted, Approved, Rejected
Review Report Content
Click on a report to view full details:
- Activities logged
- Time periods covered
- Departments worked on
- Status of tasks
Approve or Request Changes
Take action on reports:
- Approve: Accept the report
- Reject: Request revisions with comments
- Comment: Add feedback without changing status
Report Status Workflow
| Status | Description | Next Action |
|---|---|---|
| Draft | Report being prepared by user | User completes and submits |
| Submitted | Report submitted for review | Manager reviews |
| Approved | Manager approved the report | Report archived |
| Rejected | Manager requested changes | User revises and resubmits |
Analytics Dashboard
Managers with adr_generate_monthly_report permission
can access the Analytics Dashboard to view:
- Activity trends over time
- Team member productivity
- Department-wise activity distribution
- Status breakdown (Completed vs Ongoing)
Complete ADR Workflow
End-to-end view of how daily activities flow into management reports.
Data Flow
Database Structure
| Table | Purpose | Key Fields |
|---|---|---|
| adr_activities | Daily activity logs from all users | user_id, activity_date, project_description, activity_details, status |
| adr_weekly_reports | Compiled weekly reports per user | user_id, week_start_date, week_end_date, report_content_html, status |
| adr_monthly_reports | Consolidated monthly management reports | organization_id, month_end_date, report_content_html, selected_columns_json |
Integration Points
Audit Universe
Activities can be linked to auditable units (People/Process/Technology) for department-level tracking
User Management
All users can log activities regardless of role - not limited to audit team
Export Functions
CSV export for further analysis in Excel, Power BI, or other tools
Cross-Module Benefits
While ADR is standalone, activity data can inform:
• Audit Planning: See where teams spend time
• Resource Allocation: Identify workload distribution
• Performance Reviews: Document accomplishments
• Compliance: Demonstrate work performed
Best Practices
Guidelines for effective activity reporting across the organization.
For Users Logging Activities
Log Daily
Make it a habit to log activities at the end of each day. This ensures accuracy and prevents forgetting important tasks.
Be Specific
Use the rich text editor to provide detailed descriptions. Instead of "Worked on project", write "Completed user acceptance testing for Module A, documented 5 test cases".
Update Status Accurately
Keep status current. Mark tasks as COMPLETED when done, update ONGOING tasks with progress, and use PENDING when blocked.
Link to Departments
When working on department-specific tasks, link the activity to the relevant auditable unit for better tracking and reporting.
For Managers
Review Weekly
Set aside time each week to review team submissions. This provides timely feedback and identifies issues early.
Use Analytics
Leverage the Analytics Dashboard to identify trends, workload imbalances, and high performers.
Export for Reporting
Use CSV exports for management presentations, board reports, or performance reviews.
Encourage Adoption
Promote consistent ADR usage across your team. Recognize good reporting practices and provide coaching where needed.
Compliance Standards Alignment
ISO 9001 Quality Management:
• Clause 7.5: Documented information - activity records
• Clause 8.5.1: Control of production and service provision
• Clause 9.1: Monitoring, measurement, analysis and evaluation
• Continual Improvement: Activity tracking supports improvement initiatives
ISO 45001 Occupational Health & Safety:
• Clause 7.5: Documented information for OHS activities
• Clause 8.1: Operational planning and control
• Clause 9.1: Performance evaluation and monitoring
SOX Section 404 (Time Tracking):
• Internal Controls: Activity logs support internal control documentation
• Audit Trail: Daily activity records provide audit evidence
• Resource Allocation: Time tracking supports resource management controls
King IV Report on Corporate Governance:
• Principle 9: Governing body should ensure performance management
• Performance Monitoring: Activity tracking supports performance oversight
• Accountability: Activity logs support individual accountability
Implementation Tips
For organization-wide ADR adoption:
• Set Expectations: Define daily logging requirements
• Provide Training: Show users how to log effectively
• Lead by Example: Managers should also log activities
• Review Regularly: Make ADR review part of team meetings
• Recognize Usage: Acknowledge consistent reporters