Differences

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--- en:diary:signing [2019/09/16 20:45] – ↷ Stránka přesunuta z 'en:signing' do 'en:diary:signing' Administrátor
+++ en:diary:signing [2026/09/18 09:05] (current) – Milan
@@ Line 1: / Line 1: @@
-====== Signing and Locking ======
+====== Signing and Locking a Day ======
-One way that Buildary can be used is to enter data, print the daily report and sign it on paper. In this case, the construction diary is still kept in paper form. For some users, it can be quite an acceptable way of work.
+Buildary can be used so that the Daily Report is printed and signed on paper. In this case, the construction diary is maintained in paper form. This approach is supported and, when authorized persons do not have electronic signing certificates, it can be a practical solution.
-The main purpose of Buildary is to keep the construction diary in electronic form. The conditions under which this can be achieved are described in the Legislation section and may vary and may vary country by country. This section also explains terms such as a qualified signature and a signature certificate.
+The main purpose of the Buildary application is to maintain the construction diary in electronic form. The conditions under which this is possible are described in the Legislation section. This section also explains terms such as qualified electronic signature and signing certificate.
-===== Electronic signature =====
+===== Requirements for an Electronic Signature =====
-Before you sign Buildary reports, make sure you have a signature certificate. In some countries, you will need a qualified signature certificate issued by an official certification authority.
-If it is not your case, install Adobe Acrobat Reader DC and create your own signature certificate (in Acrobat Reader called Digital ID). This self-issued certificate will do the same work from the technical poin of view.
+Before signing reports from Buildary, make sure that you have a signing certificate available. To operate in production mode, you will need a qualified digital certificate issued by a certification authority.
+If you only want to test working with Buildary and electronic signing, use the Buildary certificate. See **[[:en:diary:signaturesetting|Signature Method Settings]]**.
-<WRAP tip>
+===== Obtaining a Qualified Certificate =====
-If you save the certificate into the Windows repository, you do not need to type your password when using the certificate.
-</WRAP>
+In the Czech Republic, the services of three certification authorities can be used. The most widely used is probably PostSignum, operated by Česká pošta (Czech Post). A certificate can therefore be obtained at any Czech Post branch providing Czech POINT services. The procedure for obtaining a certificate is described on their website at [[http://www.postsignum.cz/]].
-===== Daily report signing and day entries locking =====
+In 2021, First information systems, s.r.o. became a so-called External Registration Authority of Česká pošta and is therefore authorized to issue qualified PostSignum certificates. We offer this service exclusively as part of in-person training. For more information, contact us at [[buildary@firstis.eu|buildary@firstis.eu]].
-With the first signature, the entries are locked and can't be edited any more.
+<WRAP tip>
-It applies to the Other entry report and to the Daily report as well. Other entry report signature locks only this one entry. The rest of daily entries can by still edited. Daily report signature locks all day.
+If you install the certificate in your local Windows machine, you can avoid repeatedly entering the access password when creating a signature.
-<WRAP important>
-If you sign, and therefore lock the first daily report, be careful that it is really the first day in your diary. After the first day being locked, you are cannot enter any data before this day!!!
-In other words: The data can be entered into the diary in any order, but signing and locking of days must always be done gradually, starting with the first day of the construction diary.
 </WRAP>
-Before signing the Daily report, it is necessary to have all entries made by other users in the Other entries section signed. Buildary checks this condition.
-<WRAP info>
-The daily report must first be first signed by the user responsible for the diary. That is the user with permission to edit regular entries. This way he can control when the day is actually locked. Other users can add their signatures later.
-</WRAP>
-Before downloading the report for signing, we recommend that you check the data in Buildary preview and resolve any possible discrepancies. Choose the "Download for electronic signature" option only when you are ready to sign the report.
+===== Signing the Report and Locking Records or a Day =====
-The procedure for signing the Other entry report and the Daily report is the same:
+The first signature on a Other entry locks the record. Likewise, the first signature on a Daily Report locks the day.
-  * The "Download for Electronic Signature" option generates or downloads an existing report in pdf format. At the same time, the entry or the day is locked with a temporary lock (which is symbolized by a yellow underscore). The lock prevents all users from making any changes during the report signing procedure. \\ {{gallery>:en:download_for_signature.png?direct&600|}} \\ {{gallery>:en:download_for_signature2.png?direct&600|}}
+<WRAP important>
-  * Open the file in Adobe Acrobat Reader DC to view and sign it. Signing can be done in two ways:
+When signing and therefore locking the first Daily Report, make sure that it really is the first day in the diary. Once the first day has been locked, you will no longer be able to add any daily records before that day!!!
-- Double click in the predefined signature field at the end of the report.
-- Select "Tools" in the menu. In the toolbar, select "Certificates". \\ {{gallery>:en:tools.png?direct&600|}}  In the panel above the document, press the "Digitally Sign In" button. Then, where you want to display the signature, draw a rectangle by dragging the mouse. {{gallery>:en:digital_signature1.png? direct & 600 |}}
+In other words: Data can be entered in any order, but days must always be signed, and therefore locked, sequentially, starting with the first day of the construction diary.
-In both cases, a list of available certificates opens. Choose one of the existing certificates and create a signature. {{gallery>:en:signature.png?direct&600|}}
+</WRAP>
-  * If you do not have any certificate, you can create one by selecting "Configure New Digital ID". The guide will navigate you through all necessary steps. You can also set up the visual appearance of the signature. Use Acrobat Reader help for more details.
-  * After signing Acrobat Reader asks you to save the file. You can overwrite the downloaded file or you can save the file to any other directory.
-  * In the signed file, you can see both a  visual representation of the signature. To get the electronic signature details just double-click on that tag. {{gallery>:en:digital_signature2.png?direct&600|}}
-  * Upload the signed file back into Buildary by selecting "Upload Electronically Signed File". {{gallery>:en:upload_signed_file.png?direct&600|}}
-If you have done all of the steps within the time limit set in the diary set up, then the file is saved and the entry or the day is permanently locked. The underline colour changes to green.
+Before signing the Daily Report, all records in the Other entries section must be signed (unless you are their author). If this condition is not met, Buildary will refuse to sign the Daily Report. This behavior is enabled by default. In Diary Settings, you can disable the **Other entries signature check** option, in which case this check will not be performed.
-{{gallery>:cs:Podepisovani5.png?direct&600|}}
+<WRAP info>
+The Daily Report must be signed first by the person responsible for maintaining the construction diary, i.e. a person with rights to Regular Records. This allows them to control when the day is actually locked.
+</WRAP>
-Other users may then sign the protocol by the same procedure as described above.
+Before starting the signing process, you need to configure the **[[:en:diary:signaturesetting|Signature Method Settings]]**. The actual signing procedure differs depending on the selected signing method and is explained in separate videos.
+If the signature and upload are not completed within the time limit, the temporary lock is removed and users can continue working normally. An upload submitted after the time limit has expired will be rejected.
-If the signature and upload are not executed within the time limit, then the temporary lock is cancelled.  Upload after the limit is declined.
 <WRAP tip>
-The limit for signature is set in the diary settings window. The recommended setting is around 5 minutes. The diary administrator can adjust the limit to your needs.
+The signing time limit is configured at the diary level. A setting of around 5 minutes is recommended, but users can adjust the limit according to their needs.
 </WRAP>