Differences

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

--- en:diary:signing [2024/10/07 13:06] – Lada Svobodová
+++ 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.
-Before you start signing, you need to set up the signature. You can access the Signature Settings window by clicking on your user profile icon and selecting "Signature setup" from the menu.
+===== Requirements for an Electronic Signature =====
-{{:en:diary:signature_setup.png?600|}}
+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.
-<WRAP tip>
-If you save the certificate into the Windows repository, you do not need to type your password when using the certificate.
-</WRAP>
-=====Qualified certificate=====
+If you only want to test working with Buildary and electronic signing, use the Buildary certificate. See **[[:en:diary:signaturesetting|Signature Method Settings]]**.
-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. To sign with a qualified certificate from the web application, you need to install a helper application on your computer. For signing in the mobile app, you need to transfer the certificate to your mobile device and upload it into the Buildary mobile app.
+===== Obtaining a Qualified Certificate =====
-In this window, choose the option that best suits your needs. You can also set the Appearance of the signature in the window. This setting applies to the first three signature options. We recommend using your company's logo as an image, or even a scanned handwritten signature. We recommend the Image + Text option.
+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/]].
-{{:en:diary:signature_settings2.png?600|}}
+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]].
+<WRAP tip>
+If you install the certificate in your local Windows machine, you can avoid repeatedly entering the access password when creating a signature.
+</WRAP>
-=====Buildary certificate=====
-Signing with a Buildary certificate is the most convenient method because it requires no preparatory steps and is processed on the server, making it the fastest possible way. This method is suitable for testing the application by new users and for working with diaries that are not governed by construction regulations. When using this signing method, a personal signing certificate is generated for the user on the server.
+===== Signing the Report and Locking Records or a Day =====
-=====External application=====
+The first signature on a Other entry locks the record. Likewise, the first signature on a Daily Report locks the day.
-The signing is performed outside the Buildary application, such as in Adobe Acrobat Reader or PDF-XChange Editor, etc. This method is the most labor-intensive for users among all the signing options offered by Buildary.online.
+<WRAP important>
+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!!!
-With this setting, instead of the "Sign" button, you will see a "Download for Electronic Signature" button in the application. This will start the download of the PDF file to your computer or mobile device. The actual signing is then performed in an external application such as Acrobat Reader. After signing, you upload the signed file back into Buildary using the "Upload Signed File" button.
+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.
+</WRAP>
+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.
+<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>
+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 you have selected and set up your signature, you can start signing records or the entire day (depending on permissions). Using the button „Sign“, you can sign your record. The underline colour changes to green.
+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.
-{{:en:diary:sign_records.png?600|}}
-Other users may then sign the protocol by the same procedure as described above. 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>