Differences

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

--- en:diary:diarysetup [2024/10/02 10:26] – Lada Svobodová
+++ en:diary:diarysetup [2026/09/18 08:20] (current) – Milan
@@ Line 1: / Line 1: @@
-====== Create and Set up a new diary ======
+====== Creating and Setting Up a Diary ======
+{{youtube>zKdiW74IGV8?medium}}
-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.
+\\ Each construction site can have any number of diaries. Especially on large construction sites, separate diaries are maintained for each building object. Shared information at the construction-site level is then recorded in what is known as the central Project Diary. In practice, it is also common for major subcontractors to maintain their own Project Diaries. Sometimes it is appropriate to maintain separate diaries for certain special types of work that require this due to their nature. The **Buildary** application can easily handle all of these scenarios.
 <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.
+If you already have a proven system for structuring diaries on your construction sites, there is no reason to change it. Buildary supports it.
 </WRAP>
-===== Creating a new diary =====
+\\ ===== Creating a Diary =====
 <WRAP 100%>
-<WRAP 600px left>
-{{gallery>:en:diary:select_diary.png?direct&600|Select Diary option in the top right corner menu}}
+You can create a new diary from the **Diary List** using the {{en:diary:en_btn_novy_denik.jpg?nolink|Create New Diary button}}
-</WRAP>
-You can access the diary list by selecting the Diary list. You can find it in the left panel
+Another option is to **create a diary by copying** one of the existing construction site diaries. In addition to the settings, you can also copy the Authorized Persons. To create a diary by copying, use the {{en:diary:en_btn_novy_denik_kopii.png?nolink|Create Diary by Copying button}}
 <WRAP clear />
 <WRAP 100%>
 <WRAP 600px left>
-{{gallery>:en:diary:diary_list.png?direct&600|Diary list window}}
+{{gallery>:en:diary:en_novydenik.jpg?direct&100%|New Diary window}}
 </WRAP>
-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.
+In the **New Diary** window, enter:
-<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.
+**Diary Type** - select the diary type that suits your needs from the list. The diary type affects the order in which diaries are displayed in the construction site diary list.
+** Diary owner** - select the company responsible for maintaining the diary from the code list.
+**Document Type** - information about the type of document on the basis of which the construction site is being carried out.
+**Diary Start Date** - the start date of the Project Diary, usually the date when the construction site was handed over. The date can be set as needed, either in the past or in the future.
+**Diary Finish Date** - after this date, daily entries can no longer be added. This field does not have to be filled in.
+<WRAP clear />
+\\ ==== Specific Information for Certain Diary Types ====
+<WRAP 100%>
+<WRAP 650px left>
+{{gallery>:en:diary:en_provazane_deniky.jpg?direct&600|Linked Diaries}}
 </WRAP>
+For diaries of the following types:
+  * Project Diary /part of construction site/ (i.e. building-object diary)
+  * Subcontractor Diary
+  * Special Works Diary
+additional information must be entered, such as **Construction Site Section Name**, **Short Construction Site Section Name**, and **Construction Site Section Number**. The meaning of these fields is clear from their names.
+The **Parent Diary** field allows you to create a hierarchical relationship between two diaries. This relationship then allows data to be copied from relevant subordinate diaries (see [[en:diary:copysubcontractors|Copying Entries from Subcontractor Diaries and Construction Site Section Diaries]]).
 <WRAP clear />
+\\ ===== Diary Settings =====
+Before entering data into the diary, it is advisable to configure it so that its contents best meet your needs. Diary settings primarily affect the content of daily entries.
+<WRAP 100%>
+<WRAP clear />
+**Diary Settings** can be accessed in several ways:
+  * from the **Diary List** by clicking the pencil icon at the end of the row for the relevant diary, and then selecting the Diary Settings tab;
+  * if you are viewing the Daily Entries of a diary, simply click the **Diary Settings** button with the gear icon above the timeline, or
+  * select **Identification Details** in the left panel and then select the **Diary Settings** tab
+The **Diary Settings** window contains tabs for configuring individual sections. The individual tabs are described below.
+\\ ==== Basic ====
 <WRAP 100%>
 <WRAP 600px left>
-{{gallery>:en:diary:new_diary.png?direct&600|New diary window}}
+{{gallery>:en:diary:en_nastaveni_deniku2.jpg?direct&600|}}
 </WRAP>
-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.
+**Time Limit for Signature ** - specifies the time in minutes for which a Daily Entry or Other Entry will be temporarily locked after the **Download for Signing** function is initiated. The temporary lock ends either with a permanent lock (i.e. by signing the entry or uploading the electronically signed entry back into the application) or when the configured time expires and the entry returns to its active state. A file uploaded after the time limit has expired will be rejected.
-**Diary owner** - You can select a company that is responsible for the diary. It may be a contractor or a subcontractor.
+**Number of Signature fields** - specifies the number of signature fields at the end of the entry being signed. According to common practice, the daily report is signed by the Site Manager and the Technical Supervision Representative (TDS), so two signature fields are configured by default. The number can be changed as needed.
-**Parent diary** - It allows you to create a hierarchical link between 2 diaries, which then allows you to copy the data.
+**Working Hours** - the contents of this field are automatically inserted into the note in the Labour section when the first entry is added to this section. The note can be edited for individual days.
-**Building permit** you can choose information about the type of document under which is the construction project carried out.
+**Working Day Hours** - determines the number of working hours that will be offered by default for Labour and Plants in the Hours field.
-**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.
+**Other Entries Signature Check** - this field is checked by default and means that a day cannot be locked without signatures for all entries made by other people in the Other Entries 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.
+**Attendance Import** - this section is displayed only if the domain is connected to an electronic attendance system. You can then select the relevant terminal at the given construction site and, if necessary, filter the subcontractor diaries so that they include only people belonging to the given subcontractor.
+**Section Order** - allows you to change the order of sections according to your requirements.
+<WRAP clear />
-===== Editing information and logo in the diary  =====
-There are different methods to reach the diary settings:
+\\ ==== Individual Section Tabs - Common Information ====
+<WRAP 100%>
+<WRAP 600px left>
+{{gallery>:en:diary:en_nastavenipocasi.jpg?direct&600|}}
+</WRAP>
+**Field Name** - You can change the name of the section according to your needs. This has no effect on its functionality.
-- **Diary List** - you can find it in the left panel where you click on the edit pencil. Tab Diary settings.
+**Abreviation** - allows you to change the text used in the daily report and in the mobile application.
-- **Daily Entries** - there is a button at the top right Diary settings
+**Section Item Settings** – provides the list of available fields that can be used in the given section. If you want to reduce the number of displayed fields, select **Hide**. If you want to ensure that a particular field is always completed, set it to **Mandatory**.
-- **Diary identification** - and then by selecting the Diary settings tab
+**Entry Timestamp** - displays the time when an entry was created and highlights entries created after the statutory deadline. It defines whether and how the entry timestamp should be displayed, with three options:
+**Hide** = Do not display at all
+**Show** = Simply display the date and time when the entry was created or last modified
+**Required** = In addition to displaying the date and time, the icon for entries created after the statutory deadline is visually highlighted and the number of hours by which the statutory deadline was exceeded is displayed.
-{{:en:diary:list_of_diaries.png?600|}}
-=====Diary settings=====
+<WRAP info>The statutory deadline is 48 hours, excluding days marked as "Non-Working" (up to a maximum of 2 days). Entries created or edited after this limit are marked with a red exclamation-mark icon. Hovering over the icon displays the date, time, and number of hours beyond the statutory deadline.</WRAP>
-**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.
+<WRAP tip >
+If you change any setting, save it using the **Save** button. **Each tab must be saved separately.**
+</WRAP>
+<WRAP clear />
-{{:en:diary:diary_settings.png?600|}}
-**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.
+\\ ==== Individual Section Tabs - Specific Information ====
-{{:en:diary:weather_settings.png?600|}}
+=== Weather ===
+**Weather entry hours** - In this tab, you set the full-hour times at which you want weather data to be retrieved. The default values are 6:00, 12:00, and 18:00. You can add additional times using the code list by clicking the selected time, or remove a time from the selected hours using the x button. A row containing weather data will then be generated for each selected hour in the daily entries.
-**Labour, Plants, Materials** - All other tabs have the same behaviour. They always contain a full list of section fields.
+**Siotech Sensor** - enter the device ID in this field if you use an autonomous Siotech temperature sensor (see [[en:diary:sensors|Digital Sensors]]).
-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.
-=====Logos and images=====
+=== Works Performed and Other Entries ===
+In the Works Performed section, you can also enter records using budget items. To do this, you need to have the Project's budget uploaded, set the **Item Description** field to Show, and select the entire construction site or a specific part of it in the **Cost estimate items filtration** field.
+**Location** - displays a map showing the location to which the entry relates. The coordinates are loaded automatically from GPS (location services must be enabled on a mobile device), or the user can determine the location by clicking on the map. When the coordinates are loaded, the time at which they were obtained from GPS is also saved.
+**Plan** - allows a drawing to be displayed for an entry and a marker to be placed on it by clicking on the location to which the diary entry relates. To use this function, plans of the construction site must first be uploaded to the Project Sections and Plans code list.
+<WRAP tip >
+If you have a larger number of construction sites in Buildary and the default settings do not meet your needs, you can create one or more Project Templates where you can define your own template diary settings. A Project Template is created by a user with Domain Administration permissions.
+</WRAP>
-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).
-{{:en:diary:diary_logo.png?600|}}