Differences

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

--- en:diary:diarysetup [2019/09/16 21:04] – external edit 127.0.0.1
+++ en:diary:diarysetup [2024/10/02 10:26] (current) – Lada Svobodová
@@ Line 3: / Line 3: @@
 An unlimited number of diaries can be used on each project. Especially on large construction projects, it can be useful to use separate diaries for each construction part (subproject). For project general information the main project diary is used in this case.
 Important subcontractors can run their own independent diaries. Some special construction works may demand separate diaries too. Buildary makes all these options easy to manage.
 <WRAP info>
 If you have a proven system how to divide your project into diaries, there is no reason to change it. Buildary will support the way of work you are used to.
@@ Line 14: / Line 15: @@
 {{gallery>:en:diary:select_diary.png?direct&600|Select Diary option in the top right corner menu}}
 </WRAP>
-You can access the diary list by selecting ** Select Diary ** in the menu in the top right corner of the window.
+You can access the diary list by selecting the Diary list. You can find it in the left panel
 <WRAP clear />
@@ Line 21: / Line 22: @@
 {{gallery>:en:diary:diary_list.png?direct&600|Diary list window}}
 </WRAP>
-** Open Diary** window contains a list of diaries of the current construction project.
+List of diaries contains a list of diaries of the current construction project. You can create a new diary with the button + New diary or you can open the existing diary by clicking on the line with the diary name.
-You can create a new diary with the button {{cs:diary:btn_plus.png?nolink|Create a new diary button}} or you can open the existing diary by clicking on the line with the diary name.
-<WRAP info> If you need to create a diary as a copy of an existing diary, you can use the button {{cs:diary:btn_copy.png?nolink|Create a diary as a copy button}}. When creating a diary as a copy, all the settings are copied from a chosen existing diary. You can decide to copy a list of authorized persons too. You can save a lot of configuration work this way.
+<WRAP info> If you need to create a diary as a copy of an existing diary, you can use the button New Diary copy. When creating a diary as a copy, all the settings are copied from a chosen existing diary. You can decide to copy a list of authorized persons too. You can save a lot of configuration work this way.
 </WRAP>
 <WRAP clear />
@@ Line 34: / Line 34: @@
 In the ** New Diary ** window, you can fill in the diary information.
-** Diary Type **  You can select the diary type from the list that suits you the best. Diary type affects sorting in the list of project diaries. There are no functional differences between the types.
+**Diary Type** - You can select the diary type from the list that suits you the best. Diary type affects sorting in the list of project diaries. There are no functional differences between the types.
-** Diary owner**  You can select a company that is responsible for the diary. It may be a contractor or a subcontractor.
+**Diary owner** - You can select a company that is responsible for the diary. It may be a contractor or a subcontractor.
-** Building permit ** you can choose information about the type of document under which is the construction project carried out.
+**Parent diary** - It allows you to create a hierarchical link between 2 diaries, which then allows you to copy the data.
-** Diary start date ** Fill in the starting date of the diary. Daily entries are checked against this date. Daily entries can not precede this date. When locked, the report of this day must be locked as a first report in the diary.
+**Building permit** you can choose information about the type of document under which is the construction project carried out.
-** Diary finish date ** Fill in this day only when you want to close the diary. You can not write daily entries after this date.
+**Diary start date** Fill in the starting date of the diary. Daily entries are checked against this date. Daily entries can not precede this date. When locked, the report of this day must be locked as a first report in the diary.
-** Working hours ** You can write a text description eg: ** "Working hours 7:00-12:00 and 13:00-16:00. Lunch break: 12:00-13:00" **. The text from this field will be inserted automatically every day to the note in the "Labour" section.
+**Diary finish date** Fill in this day only when you want to close the diary. You can not write daily entries after this date.
-** Number of Hours in Working day ** The number is a default value for working hours in "Labour" and "Plants" sections.
-** Signature Time Limit ** You can set up time in minutes after which the day is locked for signing. Once the limit has expired without signing, the day will be unlocked again for further work. A signed file uploaded after the limit is rejected. The default setting should work well if you work with the diary in a recommended way as described in the [[en:dailyreports#signing_and_locking_entries|Report signing]] help part.
-** Number of signature fields in daily report ** You can decide how many signature fields should be created at the end of a daily report.
+===== Editing information and logo in the diary  =====
-<WRAP clear />
-===== Editace informací a loga v deníku =====
+There are different methods to reach the diary settings:
-<WRAP 100%>
+- **Diary List** - you can find it in the left panel where you click on the edit pencil. Tab Diary settings.
-<WRAP 600px left>
-{{gallery>:en:diary:diary_logo.png?direct&600|Title page and diary logos}}
-</WRAP>
-Once you have filled in and saved the data in the New diary window, you can edit this information by selecting "Diary Information", "Diary title page" section. In this window, it is possible to select the ** Title page image ** of the diary. You can choose from the three default options, or you can upload your own image. There are recommended dimensions stated, but the image will be adjusted if it doesn't meet exactly the size.
-** Left and Right Logo ** can be set for the diary. For newly created diaries, the left logo is taken from the domain settings, and the right logo is filled by Buildary.online default. An example can be seen in the picture. We recommend using white-coloured logos with a transparent background (eg. in png format).
+- **Daily Entries** - there is a button at the top right Diary settings
-===== Diary setup =====
+- **Diary identification** - and then by selecting the Diary settings tab
-Before you start to enter data into the diary, it is a good idea to customize the diary settings to suit your needs the best. The diary is divided into daily report sections and the content of each section can be set up individually. If there are more diaries on the project, they can be set up in different ways.
+{{:en:diary:list_of_diaries.png?600|}}
-<WRAP 100%>
-<WRAP 600px left>
-{{gallery>:en:diary:diary_panel.png?direct&600|Diary settings icon}}
-</WRAP>
-To open a diary settings window, press the  button {{cs:diary:btn_settings.png?nolink|Diary settings button}} on the right side of the diary heading. The second way is to press the Edit button {{cs:diary:btn_edit.png?nolink|Edit button}} in the "Open diary" window.
-<WRAP clear />
+=====Diary settings=====
+**General** - The window contains data entered and explained in the diary creating help part. At the bottom part of the window, you can change the order of the diary sections using the arrows icons. The order changes for both the screen and the daily report in a PDF file.
-** Diary set up** window contains several tabs.
+{{:en:diary:diary_settings.png?600|}}
-==== Main info ====
-<WRAP 100%>
-<WRAP 600px left>
-{{gallery>:cs:diary:nastavenideniku2.png?direct&600|}}
-</WRAP>
-The window contains data entered and explained in the diary creating help part. At the bottom part of the window, you can change the order of the diary sections using the arrows icons. The order changes for both the screen and the daily report in a PDF file.
-<WRAP clear />
-==== Weather ====
-<WRAP 100%>
-<WRAP 600px left>
-{{gallery>:en:diary:weather_settings.png?direct&600|Weather settings tab}}
-</WRAP>
-In this tab, you set the hours you want to record the weather data. The default values are 6,12,18. You can add more hours by pressing +, or remove the hours by pressing the x button.
+**Weather** - In this tab, you set the hours you want to record the weather data. The default values are 6,12,18. You can add more hours choose from the list or remove the hours by pressing the x button.
 The daily report will generate a data row for each hour.
+Section content settings offers the maximum list of fields you can fill in in the Weather section. By default, they are all set to Standard field , so all fields will be visible in the diary. If you want to reduce the number of data, select Hide. To ensure that the field is always filled in, set it to Mandatory.
-** Field Settings ** offers the maximum list of fields you can fill in in the Weather section. By default, they are all set to ** Standard field **, so all fields will be visible in the diary. If you want to reduce the number of data, select ** Hidden field **. To ensure that the field is always filled in, set it to ** Required field **.
+{{:en:diary:weather_settings.png?600|}}
-<WRAP clear />
-==== Labour, Plants, Materials,…. ====
+**Labour, Plants, Materials** - All other tabs have the same behaviour. They always contain a full list of section fields.
-<WRAP 100%>
+By default, all fields are set to Standard field , so all fields will be offered. If you want to reduce the number of data to enter, select Hide. To ensure that the field is always filled in, set it to Mandatory.
-<WRAP 600px left>
-{{gallery>:en:diary:labour_settings.png?direct&600|Labour settings tab}}
-</WRAP>
-All other tabs have the same behaviour. They always contain a full list of section fields.
-By default, all fields are set to ** Standard field **, so all fields will be offered.
+=====Logos and images=====
-If you want to reduce the number of data to enter, select ** Hidden field **.
-To ensure that the field is always filled in, set it to ** Required field **.
-<WRAP clear />
-<WRAP tip >
+You can choose from the three default options, or you can upload your own image. There are recommended dimensions stated, but the image will be adjusted if it doesn't meet exactly the size. Left and Right Logo can be set for the diary. For newly created diaries, the left logo is taken from the domain settings, and the right logo is filled by Buildary.online default. An example can be seen in the picture. We recommend using white-coloured logos with a transparent background (eg. in png format).
-If you change any data, save it with the ** Save ** button. Each tab is saved separately.
-If you want to change the settings in multiple diaries in the same way, make a change to one of them, save it, and then use the "Copy the settings to other diaries" button {{cs:diary:btn_copy.png?nolink|Copy the settings to other diaries}} to copy the settings to the selected diaries. A list of diaries will be provided, in which you can tick the ones you want to copy the current diary settings into.
-</WRAP>
+{{:en:diary:diary_logo.png?600|}}