Differences

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

--- en:diary:m_dailyentries [2024/10/09 10:49] – Lada Svobodová
+++ en:diary:m_dailyentries [2026/09/16 09:50] (current) – Milan
@@ Line 1: / Line 1: @@
-====== Daily entries ======
+====== Daily Records ======
-<WRAP info>
-You can find a detailed description of the diary daily entries in [[en:diary:dailyentries|Daily entries]] part. Here is just a description of how to work with the mobile apps.
+<WRAP round info>
+A detailed description of Daily Records is provided in the [[en:diary:dailyentries|Daily Records]] chapter. This section describes only how to work with Daily Records in the mobile app.
 </WRAP>
-===== Description of Daily Records Window in mobile app =====
+===== Description of the Daily Records Screen in the Mobile App =====
-{{gallery>:en:and_mob_panels.png?direct&200|}}
-The daily entries window is divided into four parts:
+<WRAP 300px left>
+{{:en:diary:en_m_popis_cisla.jpg?direct&250|}} </WRAP>
-{{:en:diary:mobile_application.png?400 |}}
+The Daily Records screen is divided into five parts:
-. On the top, there is a Control Panel containing the application menu, title of the selected diary, icon for public and private note and the context menu.
+. **Control Panel** contains, from left to right:
-. Under the control panel, there is a Calendar panel with the selected day and one-day forward or backward buttons. When the panel is pressed, a calendar window is displayed for direct day selection. The calendar panel is underlined with a colour line indicating the state of the day.
+  * App menu
+  * Abbreviated name of the current diary
+  * Context menu related to the specific day and its current status. \
+. **Date Panel** displays the selected day and arrows for moving one day backward or forward. Tapping the panel opens a calendar for directly selecting a day. A colored bar below the panel indicates the status of the day. \\ **Day Note** (public/private) \\ \\
+. **Current Section** panel with its name, section note, and a magnifying glass for searching within the section. Notes are not available for the Performed Works and Additional Records sections. \\
+. Area for the **actual Daily Records** of the selected section. \\
+. **Daily Records Sections** → you can switch between individual sections either by tapping the section name or by swiping sideways. \\
-. Under the calendar panel, there are tabs with diary Sections. You can choose a section by pressing the section name or dragging the finger to the sides to move the section panel in the desired direction. The current section is underlined with blue colour.
+<WRAP 35px left>
+{{:cs:diary:m_ikona_poznamky_1.png?direct&30|}} </WRAP>
+<WRAP 35px left>
+{{:cs:diary:m_ikona_poznamky_2.png?direct&30|}} </WRAP>
+**__Day Note:__** \\ \\
-. Below the Section panel, there is a window with diary entries. The content of entry differs according to the diary section
+A public and/or private note can be added to each day. A public note is visible to all users who have access to the diary, while a private note is visible only to the user who created it. \
-==== Note ====
+The icon for adding and viewing a note is located in the Date Panel (2.). \
-You can insert a note into Weather, Labour, Plants and Material sections. The note applies to all entries of this day and section. The button for editing or viewing a note is located in the control panel.
-The button has two states:
+Icon with an "empty" speech bubble = no note has been entered \
-{{en:diary:btn_poznamka.png?33|}} The note is empty.
+Icon with a "filled" (white) speech bubble = a note has been entered
-{{en:diary:btn_poznamka_vyplnena.png?33|}} The note has some content.
+===== Description of Available Menu Options =====
-===== Touch gestures =====
+==== App Menu ====
-^ Gesture      ^ Screen Position       ^ Action Performed          ^
-| Vertical drag    | Control panel     | Opens a window for a project and/or diary selection        |
-| Vertical drag   | Section window | Rolling the daily entries|
-| Horizontal drag | Section window     | Rolling the section panel|
-| Press| Calendar panel     | Opens calendar window       |
-| Press| Section panel     | Opens selected section window       |
-| Press| Any button| Initiates the button function       |
-| Long press| Diary entry     | If the day is not locked, it initiates multi-select mode     |
-==== Menu options ====
+{{:en:diary:en_m_menu_vlevo.jpg?direct&250|}}
-==== Application menu ====
-{{en:diary:btn_hamgurger.png?25|}}
-These menu functions are available after pressing the button with three horizontal bars (hamburger menu) on the left side of the control panel:
+The app menu is available by tapping the icon with three horizontal lines on the left side of the Control Panel. At the top, the menu displays the abbreviated name of the current project, the diary number and full diary name, and the user's account name. Below this is the main menu:
-  * ** Select construction/diary ** - List of visited construction diaries will be displayed. Below the list, there is a 'Select construction/diary' button, which allows you to switch to the list of sites.
-  * ** Help ** - Help for the Buildary.online application.
-  * ** Settings** - Displays the application settings window + electronic signature settings.
-  * ** Diary Documents  ** - Access to the document records from the 'Identification Details' section (Basic Documents, Project Documentation, Inspections and Tests).
-  * ** Work offline  ** - Status without an internet connection.
-  * ** Log out ** - Logs out the user after a confirmation prompt.
-==== Context menu ====
+  * **Diary History** – displays the history of visited diaries. Below the list, the **Go to Project List** button allows you to select another project.
-{{en:diary:btn_kebab.png?25|}}
+  * **Diary List** – displays the list of diaries for the currently open project.
+  * **Diary Documents** – provides access to the Documents section of the diary's Identification Details.
+  * **Work Offline / Work Online** – switches the app to offline mode, i.e. without an Internet connection, or back to online mode.
+  * **Settings** – takes you to Signature Settings.
+  * **Feedback** – allows you to send us a form, for example with suggestions for improving the app.
+  * **Help** – online help for the Buildary.online application.
+  * **Log Out** – logs the user out after confirmation.
-The context menu is available after pressing the vertical dot button on the right side of the control panel.
+==== Day Context Menu ====
-  * ** Copy All Day  ** - Displays the calendar to select the source day from which all records are copied to the currently displayed day. With this option, the weather is not copied but the actual data for the current day are downloaded.
+{{:en:diary:en_m_menu_vpravo.jpg?direct&250|}}
-  * ** Non-working day ** - Indicates the day as non-working. By marking the day as a non-working day, all daily records will be deleted. The option is only available on a working day.
-  * ** User lock of the day  ** - It is not possible to write, change, or delete the content of the day. It can be unlocked again.
-  * ** Download daily report in PDF  ** - Download the daily report of the currently displayed day.
-  * ** Sign day ** - Allows you to electronically sign and lock the day. The day can no longer be unlocked by the user.
-Not all the options are present it the day is locked already.
+The context menu is available by tapping the vertical three-dot icon on the right side of the Control Panel.
-===== Day status =====
-{{:en:diary:and_mob_day_status.png?540|}}
-The calendar panel is underlined in different colours. Colours describe the status of the day that changes over time:
+<WRAP 300px left>
+{{:en:diary:en_m_menudne.jpg?direct&250|}} </WRAP>
-  * ** Red**   - The day does not contain any data. \\
+  * **Download Day as PDF** – downloads the Daily Report for the currently displayed day.
-  * ** Blue **   - The day already has some data inserted but is not locked. \\
+  * **Sign Day OR Download for Electronic Signature** and **Upload Electronically Signed File** – allows you to electronically sign and lock the day according to the configured signature method, either directly in the Buildary app or using an external application. Once signed, the day can no longer be unlocked by a user.
-  * ** Yellow ** - The day is in signing stage and is temporarily locked. \\
+  * **Copy Entire Day** – first displays a calendar for selecting the source day from which data should be copied, followed by a window where you can select sections and filter records by author.
-  * ** Green **  - The day is permanently locked. \\
+  * **User Lock Day / Cancel User Lock** – locks (or unlocks) the day with its current contents, meaning that records can no longer be added or edited for that day.
-  * ** Gray **   - The non-working day, the day does not contain any data and is locked.
+  * **Non-Working Day / Working Day** – marks the day as non-working or working. **WARNING! Marking a day as non-working will delete all records for that day, if any exist!**
-  * ** Purple ** - The day is locked and can be unlocked at any time.
-===== Weather =====
-{{en:diary:btn_pocasi.png?46| }}
-Press the cloud button to load the weather data from the Internet server. GPS coordinates must be filled in in the project information window. Weather data can be edited manually. You can add up a note.
-<WRAP tip>
-It does not matter when you download the weather data. The server uses either already measured values from meteorological stations (if available) or a weather forecast.
-</WRAP>
-===== Labour on the site and other sections of regular entries =====
+<WRAP round tip>
-{{en:diary:btn_pridat.png?46|}} To enter daily records press the + button. Fill in data in the form window and save it with a disc icon. If you want to edit the entry, tap the entry line.
+The menu always displays only the options that are applicable to the current status of the day.
+</WRAP> \\
-<WRAP tip>
+===== Day Status =====
-When entering records, the help of previously entered data is available. Values from the current diary and section are listed. Values from other diaries or from other sections are not available. The only exception is the list o contractors which covers all sections of the diary.
-</WRAP>
-Sections with regular entries allow you to add a note. This note is related to all the records in the current section. You can enter the note using the bubble icon on the control panel.
-===== Works performed and Other entries =====
+{{:en:diary:en_m_stav_dne.jpg?direct&250|}}
-{{en:diary:btn_pridat.png?46|}} To enter daily records press the + button. Fill in data in the form window and save it with a disc icon. If you want to edit the entry, tap the entry line.
-In these sections, you can attach images or any files to the diary entry. If you want to take a photo right now, just use the camera icon to start it. The size of single file attached in a diary **must not exceed 30MB**.
+A colored bar below the calendar panel indicates the status of the selected day:
-===== Daily report download =====
+  * **Red** – the day contains no data.
-The Daily report is the output of all the daily entries in form of a PDF file. The file is generated by selecting ** Download daily report in PDF ** in the context menu. The context menu appears when you press the vertical dot button on the right side of the control panel.
+  * **Blue** – the day contains data and is not locked.
+  * **Yellow** – the day is in the process of being signed and is temporarily locked against modifications. This status is time-limited. After signing, it changes to **green**, or, once the configured time limit expires, it returns to **blue** (or **purple**).
+  * **Purple** – the day is user-locked and can be unlocked at any time.
+  * **Green** – the day has been electronically signed and is therefore locked against any further changes. It can no longer be unlocked by a user.
+  * **Gray** – non-working day. The day contains no data and is locked. It can be unlocked as long as no signed day exists after it.
+===== Weather Section =====
+Tapping the cloud icon {{en:diary:btn_pocasi.png?25| }} loads weather data from the Internet (the project must be located on the map). \\
+The loaded values can be manually edited by tapping the relevant row. \\
+A note concerning weather phenomena can be added to the weather data. \\
+All loaded values can be deleted at once by tapping the trash icon in the section panel.
+<WRAP round tip>
+The time at which the weather data is loaded from the server is not important. The server uses either already measured values from weather stations or a forecast, depending on what is available.
+</WRAP> \\
+===== Persons on Site / Machinery / Materials, Products and Technological Supplies Sections =====
+Records are added using the entry form displayed after tapping the {{en:diary:btn_pridat.png?25|}} button. \\
+To change or edit a record, briefly tap the record. It will open in an editing window where you can modify it. \\
+Pressing and holding a record activates the bulk deletion function. You can then select the desired records using the checkboxes and tap the trash icon in the section panel to delete the selected records. \\
+A note concerning the relevant section can also be added to each section. \\
+<WRAP round tip>
+When entering records, suggestions from previously saved items are available. Only items from the current diary and section are offered.
+</WRAP> \\
+===== Performed Works Section =====
+Records are added using the entry form displayed after tapping the {{en:diary:btn_pridat.png?25|}} button. \\
+When entering a record in this section, as with Additional Records, the following options are available:
+  * Use AI to describe the record (from photos)
+  * Add details to the record using markers on a drawing (if drawings have been uploaded in the project settings and this field is set to **Displayed** in the diary settings)
+  * Locate the record on the map (if this field is set to **Displayed** in the diary settings), either manually or by using the device's current location
+  * Launch the camera to take photos or record video for the record
+  * Select and attach a file from the device's storage
+The size of an individual uploaded document must not exceed 30 MB. \\
+To change or edit a record, briefly tap the record. It will open in an editing window where you can modify it. \\
+===== Additional Records Section =====
+Records are added using the entry form displayed after tapping the {{en:diary:btn_pridat.png?25|}} button. \\
+When entering a record in this section, as with Performed Works, the following options are available:
+  * Use AI to describe the record (from photos)
+  * Add details to the record using markers on a drawing (if drawings have been uploaded in the project settings and this field is set to **Displayed** in the diary settings)
+  * Locate the record on the map (if this field is set to **Displayed** in the diary settings), either manually or by using the device's current location
+  * Launch the camera to take photos or record video for the record
+  * Select and attach a file from the device's storage
+The size of an individual uploaded document must not exceed 30 MB. \\
+To change or edit a record, briefly tap the record. It will open in an editing window where you can modify it. \\ \\
+Additional Records also have their **own context menu** in the upper-right corner of each record, containing the following options:
+<WRAP 250px left>
+{{:en:diary:en_m_dz_menu.jpg?direct&200|}}
+</WRAP>
+  * **Download for Viewing** – generates a PDF file of the record and opens it in the selected application.
+  * **Upload Scan of This Record** – by selecting a scanned, signed record (report) in PDF or JPEG format, the document is uploaded to the record and the record is locked without using an electronic signature.
+  * **Sign Record** (OR **Download for Electronic Signature / Upload Electronically Signed File**) – signs the record according to the signature method selected for the user account.
+  * **Message Recipient List** – displays a list of Authorized Persons for the diary, with the option to manually send an email notification about the selected record.
+  * **Respond to This Record** – allows you to add a response to the selected record, linking it to the record's discussion thread.
+  * **Related Records** – displays the record thread, i.e. the original record and all related responses. Each newly created independent record forms a new thread.
+  * **Delete** – allows you to delete the record. This option is not available for signed records.
+<WRAP round info>
+In the **Additional Records** section, each user **signs their own records**. This is a necessary step for successfully signing the day.
+</WRAP>
+\\ \\
-At this moment it is not possible to digitally sign the daily protocol in the mobile app.