Differences

This shows you the differences between two versions of the page.

--- en:diary:dailyentries [2019/09/16 20:51] – Administrátor
+++ en:diary:dailyentries [2024/10/07 11:29] (current) – Lada Svobodová
@@ Line 17: / Line 17: @@
 <WRAP tip>
 You can save a lot of work if you copy the information from one of the previous days and then edit it to fit the current day. You can copy each section data individually or choose to copy the whole day at one time.
-The data for each section is copied separately using the two-document icon located in the section header. In the calendar select the day from which you want to copy the data. After copying, a message with the number of copied records is displayed.
-The **"Copy a Day"** option fills in the "Weather" section (it does not copy, but downloads the current data from the server) and allows you to check which sections you want to copy data into. All sections are checked by default, except for "Other entries".
+The data for each section is copied separately using the button „Other options“ and choose „Copy a day“.  All sections are checked by default, except for “Other entries”.
 </WRAP>
@@ Line 28: / Line 29: @@
 The heading of the daily report window is the last seven days row, with the current day opening as default. We switch between days by selecting the date in this row. If you need to move beyond the days displayed, use the calendar icon at the left of the row.
 <WRAP 100%>
-<WRAP 600px left>
 {{gallery>:en:diary:date_row.png?direct&600|}}\\
@@ Line 35: / Line 36: @@
 Days in the date row are underlined in different colours. Colours describe the status of the day that changes over time:
+** Green **  - the day is permanently locked \\
+** Yellow**   -the day is in signing stage and is temporarily locked \\
+** Purple ** - the day is user-locked, but it can still be unlocked \\
 ** Red **    - the day does not contain any data \\
 ** Blue **   - the day already has some data inserted but is not locked \\
-** Yellow ** - the day is in signing stage and is temporarily locked \\
+** Gray **   - the non-working day, the day does not contain any data and is locked \\
-** Green **  - the day is permanently locked \\
-** Gray **   - the non-working day, the day does not contain any data and is locked
-<WRAP clear />
-In the main window, there are individual sections containing the daily entries.
-<WRAP info>
-   * To enter weather data, labour, plants, materials and works, the user (authorized person) must have a role with **"Regular Records"** permission enabled.
-   * To insert other entries, the user (authorized person) must have a role with **"Other Entries"** permission enabled.
-</WRAP>
 ==== Weather section ====
-With the cloud icon, you will fill in the weather data. The necessary condition is to have GPS coordinates entered in your project information. The values retrieved from the server can be edited manually.  You can describe how the weather influences the construction site condition in the note.
+With the cloud icon, you will fill in the weather data. The necessary condition is to have GPS coordinates entered in your project information. The values retrieved from the server can be edited manually. You can describe how the weather influences the construction site condition in the note.
-All data must be saved. Both the weather and the note data are saved at the same time with the "Save" button.
+{{:en:diary:weather_sec.png?600|}}
-{{gallery>:en:diary:weather_section.png?direct&600 |Weather section entries}}
 <WRAP info>
@@ Line 62: / Line 57: @@
 ==== Labour section ====
-This list contains labour present on construction site. The individual names or only company and number of its workers can be entered. You can choose number per profession option either. It depends on diary section settings described in "Diary set up" help part.
+This list contains labour present on construction site. The individual names or only company and number of its workers can be entered. You can choose number per profession option either. It depends on diary section settings described in “Diary set up” help part.
-**The employees by name option:**
+You can add a new item (person) by filling out the editing window that opens when you select the "+ New Entry" button. The application will remember the saved items. Labour can also be copied from previous days using the button „ Records copy“.
-{{gallery>:en:diary:labour_section1.png?direct&600|Labour section entries}}
-**By company option:**
+{{:en:diary:labour_section1.png?600|}}
-{{gallery>:en:diary:labour_section2.png?direct&600|Labour section entries}}
-**By profession option:**
-{{gallery>:en:diary:labour_section3.png?direct&600|Labour section entries}}
-In the edit line, you will fill in the data according to the section settings.
+In the section, it is possible to add a new note, which is saved using a separate button. Specifically for this section, it is possible to pre-set the content of the note if it concerns recording working hours. This is done in Diary Setup.
-In the Surname and Name field, a list of previously entered data is suggested. By selecting from the list, the complete data row is filled in.
-{{gallery>:en:diary:labour_section4.png?direct&600|Labour section entries}}
-You can find a list of previously entered data in the other fields too.
-<WRAP info>
-In all cases, the values from the current diary and section are offered. No values from other diaries are available. The only exception is "Contractor" field which collects data from all diary sections.
-</WRAP>
-To save the data filled in the edit line, press +.
 <WRAP tip>
 Connection to the attendance system on site is possible, and we recommend it. If you consider integration with your attendance system, please contact us at buildary@firstis.cz
-</WRAP>
-You can add a note to this section that is saved with a separate "Save" button.
+</WRAP>
 ==== Plants section ====
@@ Line 96: / Line 77: @@
 The data entry is similar to that in the "Labour" section. The set of fields to be filled in depends on the section settings. Also in this section, you can add a note that is saved with a separate "Save" button.
-{{gallery>:en:diary:plants_section.png?direct&600|Plants section entries}}
+{{:en:diary:plants_section.png?600|}}
 ==== Materials and technological equipment section ====
-The data entry is similar to that in the "Labour" section. The set of fields to be filled in depends on the section settings. Also in this section, you can add a note that is saved with a separate "Save" button.
+The data entry is similar to that in the “Labour” section. The set of fields to be filled in depends on the section settings. Also in this section, you can add a note that is saved with a separate “Save” button.
-{{gallery>:en:materials_section.png?direct&600|Materials section entries}}
+{{:en:diary:material_section.png?600|}}
 ==== Works performed section ====
 You can enter text of any length describing the work done on the site. It is recommended to divide the text into multiple records. You can also fill in the contractor, quantity and unit of measure if the fields are set up.
-{{gallery>:en:diary:works_section.png?direct&600|Works performed section entries}}
+{{:en:diary:works_section.png?600|}}
-You can also insert attachments with the "Clip" icon or by dragging them into the Attachments field. Any file can be used as an attachment. Images files are recognised by the application and are displayed as a preview. You can open the attachment by double-clicking.
+To add a record, use the "+ New entry " button, which opens an editing window. Enter the description of the work performed in the "Description" field and fill in the other required fields according to the diary settings. The "Save and new " option will save the entry and clear the form for adding a new record, while the "Save " option will save the entry and close the window.
-The entry in the "Works performed" section is saved with the + icon.
 ==== Other entries section ====
-This section contains the most important diary entries. In default permission settings all authorized persons may enter data in this section. The entry description can contain texts of any length. The "Categories" field offers a list of predefined options. You can adjust the list in the project set up window. The Categories are used to divide your records into groups or filter them. The "Specification" field is used to identify the entry subject precisely. Together with Category, it can be used for sorting and filtering of diary entries.
-Example: If you choose "Hidden part call to check" category, then fill in "Foundation Reinforcement" in the specification field. You will use this information in case you need to filter all foundation reinforcement calls to check.
-{{gallery>:en:diary:other_entry_section.png?direct&600|Other entries section}}
-The author and his/her role are always listed with Other entries.
+This section contains the most important diary entries. In this section, all authorized persons can enter records. A new record is added using the "+ New entry " button.
+The “Categories” field offers a list of predefined options. You can adjust the list in the project set up window. The “Specification” field is used to identify the entry subject precisely.
-The "Other entry" section records have their report available with the document icon in the top right corner of the record. This report automatically becomes an attachment of the "Daily report".
-{{gallery>:en:diary:other_entry_menu.png?direct&600|Other entry menu}}
+{{:en:diary:other_entry_section.png?600|}}
+{{:en:diary:new_other_entry.png?400|}}
+Attachments of any format can be uploaded to the record. When uploading attachments, it is recommended to adjust the size and number of attachments according to the quality of the internet connection. The larger the files used, the more issues you might encounter when downloading or uploading the signed protocol. The size of a single file must not exceed 30MB.
+In the Diary Setup, you can enable the Location and Drawing fields, allowing you to additionally localize the record using GPS coordinates on a map and/or on a drawing uploaded in the Project Setup.
 <WRAP info>
 Other records should be signed by their author to lock them. If he/she does not have a signature certificate, it is possible to upload a signed protocol scan to lock it. Details on signing reports are described in a separate help part.
 </WRAP>
+==== Button for Other options ====
+Using the "Other options" button, you can further manage the record.
+{{:en:diary:other_options_button.png?400|}}