Differences

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

--- en:diary:dailyentries [2024/10/07 08:28] – Lada Svobodová
+++ en:diary:dailyentries [2026/09/10 11:36] (current) – Milan
@@ Line 1: / Line 1: @@
-====== Daily entries ======
+====== Daily Entries ======
+Daily Entries are the most important part of the Project Diary. Entries should be completed on the same day or on the following working day. However, the Buildary application does not force you to do so. It is entirely up to you when you enter the data and when you lock the given day. We believe that doing it later is still better than never doing it.
-Daily records are the most important part of the construction project diary. Records should be entered on the same day or as soon as possible. Buildary doesn't have any restriction or limitation on when the data are to be entered. It is up to the user's decision when he/she enters the data and whether he/she locks the day.
+Daily Entries are divided into sections according to the type of entry.
-The daily report is divided into sections which contain diary entries. The order and content of these sections can be customized by the user according to his/her needs.
+=== Video for the Introduction ===
+{{youtube>NoaEqtiXXms?medium}}
+\\ The order and content of individual sections can be customized according to the user's needs and preferences in [[en:diary:diarysetup#nastaveni_deniku|Diary Settings]].
+The result of the user's work is the so-called **Daily Report** in PDF format, which contains all data for the given day, including attachments. By signing the Daily Report, the day is locked against any subsequent changes.
-A daily report in the PDF format file that contains all the daily entries, including all attachments is the result of users work in Buildary.online. The day is locked permanently against any subsequent changes after daily report signing.
 <WRAP info>
-Locking of the daily entries is irreversible in the current version. We consider changing this feature in the future.
+Locking is a one-time and irreversible operation.
 </WRAP>
-More users can insert data at the same time in the same diary. But the rule is that each user can edit or delete only the records he/she has entered (before the day is locked).
+The basic rule for entering and editing Daily Entries is that each user can edit or delete only entries they have created themselves (until the entry or day is locked).
 <WRAP info>
-It is impossible that one user would change the data entered by another user, regardless of the permission settings.
+Therefore, there is no possibility for one user to change data entered by another user, regardless of the configured permissions.
 </WRAP>
-<WRAP tip>
+===== Daily Entry Header =====
-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 button „Other options“ and choose „Copy a day“.  All sections are checked by default, except for “Other entries”.
+You can access the Daily Entries window by selecting **Daily Entries** in the application's left panel.
+The header of the Daily Entries window contains a weekly calendar, which always opens on the current day. You can switch between days by selecting a date in this row. If you need to move outside the displayed days, you can switch between individual weeks using the arrows on either side of the row, or use the calendar icon on the left below the date row.
-</WRAP>
-===== Entering daily records =====
-To open the daily report window, select **"Daily Entries"** in the left application panel.
-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|}}\\
+{{gallery>:en:diary:en_pocty_podpisu_2.jpg?direct&600|}} \\
 </WRAP>
-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 \\
+The days in the date row are underlined in different colors. The colors indicate the status of the given day, which changes over time:\\
-** Yellow**   -the day is in signing stage and is temporarily locked \\
+**Red** – the day contains no data\\
-** Purple ** - the day is user-locked, but it can still be unlocked \\
+**Blue** – the day already contains some data but is not locked\\
-** Red **    - the day does not contain any data \\
+**Purple** – the day is locked by the user and can still be unlocked\\
-** Blue **   - the day already has some data inserted but is not locked \\
+**Yellow** – the day is in the signing process 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. The number indicates the number of electronic signatures on the Daily Report for that day.\\
+**Gray** – non-working day, the day contains no data and is locked
+<WRAP clear />
-</WRAP>
-In the main window, there are individual sections containing the daily entries.
+==== Notes for the Day ====
-<WRAP info>
+<WRAP 100%>
-   * To enter weather data, labour, plants, materials and works, the user (authorized person) must have a role with **"Regular Records"** permission enabled.
+<WRAP 400px left>
-   * To insert other entries, the user (authorized person) must have a role with **"Other Entries"** permission enabled.
+{{:en:diary:en_poznamky1.jpg?400|}}\\
 </WRAP>
-==== Weather section ====
+The Daily Entries window has been visually updated in the section containing the bar with the individual days. You can now add a note to each day. The note is not part of the Daily Entries of the diary and is not included in the PDF file.
-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.
+<WRAP clear />
-All data must be saved. Both the weather and the note data are saved at the same time with the "Save" button.
+<WRAP 100%>
-{{gallery>:en:diary:weather_section.png?direct&600 |Weather section entries}}
+<WRAP 600px left>
+{{gallery>:en:diary:en_Poznamky2.jpg?direct&600|}}\\
-<WRAP info>
-It does not matter at what time you import the weather data. The server uses either already measured values from the nearest meteorological station or uses a forecast. It depends on what data the server has at its disposal at the moment.
 </WRAP>
+There are two types of notes: **Public** and **Private**. Notes can be added by any user with permission to edit the Project Diary. A Public note is visible to all authorized persons of the given diary, while a Private note is visible only to the user who created it.
-==== Labour section ====
+<WRAP clear />
-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:**
+<WRAP 100%>
-{{gallery>:en:diary:labour_section1.png?direct&600|Labour section entries}}
+<WRAP 400px left>
+{{:en:diary:en_poznamky3.jpg?400|}}\\
-**By company option:**
-{{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 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 +.
+The colored icon makes it easy to see that a note exists for a given day, both in the timeline and in the calendar when selecting a day.
-<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 clear />
-==== Plants section ====
+===== Daily Entry 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 main part of the window contains the individual sections into which Daily Entries are divided.
-{{gallery>:en:diary:plants_section.png?direct&600|Plants section entries}}
+Work in the individual sections is described in separate sections of the help documentation.
-==== 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.
-{{gallery>:en:materials_section.png?direct&600|Materials section entries}}
-==== 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}}
-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.
-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.
-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}}
-<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>