Accessing Journal 2.0 in Next Mobile

1. Open the main menu on your mobile device.

2. Choose Journal 2.0.

Creating and Editing Journal Entries

1. Click on the plus button in the bottom menu.

2. Choose Work Order or Variation Order (Work Order 1 Scope of Work is always default). If the journal is kept at the project level, leave the default Scope of work selected.

3. Fill in start and end times if needed.

4. The construction day is set automatically. If you need to change the construction day, do it from the editing view after the journal entry has been created.

5. Click "Create."

6. To change basic information on the journal entry, press the edit button at the top right.

Copying Journal Entry

Copy a Journal entry from the previous day

1. Select the day in the weekly view for which the journal entry should be created.

2. Press the plus button in the bottom menu.

3. Choose Work Order or Variation Order (Work Order 1 Scope of Work is always default). If the journal is kept at the project level, leave the default Scope of Work selected.

4. Fill in start and end times if needed.

5. The construction day is set automatically. If you need to change the construction day, do it from the editing view after the journal entry has been created.

6. Choose "Copy previous construction day" by dragging the gray circle to the right.

7. The gray circle has now changed colour to orange, and several options are shown for which parts can be selected to copy from the previous construction day.

8. Click "Create." A new journal entry has been created with selected information from the previous construction day.

Journal - Notes

Adding a Note

1. Go to the Notes tab.

2. Press the plus button on the type of note to be added.

3. Fill in the description, note, and add any images.

4. Choose whether the note should be included in reports.

   • If the circle is orange and placed to the right, the note is included.

   • If the circle is gray, the note is not included.

5. Click "Create." The note and any images appear in the list of notes of the selected type.

Viewing Notes and Images

1. Go to the Notes tab.

2. If there are added notes, you will see the number on the button for each type of note.

3. Press the button with the type of note to be displayed.

4. The notes with a preview of any images are now displayed in a list.

5. To view a specific note, click on that note.

6. Only the selected note is now displayed with any images added.

7. To view all images on a note, "swipe" right or left.

Journal - Workforce

Creating Workforce

1. Go to the Workforce tab.

2. Press the plus button in the bottom menu.

3. Fill in information about the workforce.

4. Click "Create."

5. The workforce is displayed in a list view.

6. To change information about the workforce, click on the row with the workforce in the list.

Deleting Workforce

1. Go to the Workforce tab.

2. To delete one or more rows, press and hold a row with workforce and mark any other rows to be deleted. To mark all rows, use Select All in the menu at the top.

3. Click "Delete" in the menu at the top.

4. Confirm deletion.

Journal - Weather

Creating Weather information

1. Go to the Weather tab.

2. Press the plus button in the bottom menu.

3. Fill in weather information.

4. Click "Create."

5. The weather record is displayed in a list view.

6. To change weather information, click on the row with the weather in the list.

Deleting Weather Information

1. Go to the Weather tab.

2. To delete one or more rows, press and hold a row with weather and mark any other rows to be deleted. To mark all rows, use Select All in the menu at the top.

3. Click "Delete" in the menu at the top.

4. Confirm deletion.

Journal - Order Lines

Creating Order Line Manually

1. Go to the Order Lines tab.

2. Click on the plus button in the bottom menu.

3. To manually add an article, search for the article in the view.

4. Fill in information about the article and other information for the order line.

5. Click "Create."

6. The order line is displayed in a list view.

7. To change information on the order line, click on the row in the list.

Creating Order Line from Price List

1. Go to the Order Lines tab.

2. Click on the plus button in the bottom menu.

3. Choose "Retrieve from price list." The knob is then to the right and has an orange colour.

4. If the article has an article category, you can filter the list in the Article field by first choosing Article category and then searching in the Article field by entering at least 2 characters in the description of the article. Otherwise, search directly for the article by entering at least 2 characters in the Article field.

5. Fill in other information for the order line.

6. Click "Create."

7. The order line is displayed in a list view.

8. To change information on the order line, click on the row in the list.

Creating Order Line from Favourites

1. Go to the Order Lines tab.

2. Click on the plus button in the bottom menu.

3. Choose "Favourites."

4. Choose a favourite list from the lists that are set up.

5. Fill in the number of articles from selected favourite lists using plus and minus icons.

6. Click on the Add button at the bottom.

7. The order line is now added under the Order Lines view. To change information on the order line, click on the row in the list.

Copying Order Line

1. Go to the Order Lines tab.

2. To copy one or more rows, press and hold an order line and mark any other rows to be copied. To mark all rows, use Select All in the menu at the top.

3. Click "Copy" in the menu at the top.

4. Choose to which journal entry the order lines should be copied.

5. Click "Copy." The order lines have now been copied to the selected journal entry.

Changing Order Line

1. Go to the Order Lines tab.

2. Click on the order line in the list view that needs to be changed.

3. Change the information on the order line.

4. Click "Save."

Deleting Order Line

1. Go to the Order Lines tab.

2. To delete one or more rows, press and hold an order line and mark any other rows to be deleted. To mark all rows, use Select All in the menu at the top.

3. Click "Delete" in the menu at the top.

4. Confirm deletion.

Journal – Checklist

Creating a Checklist Manually

1. Go to the Checklist tab.

2. Click on the plus button in the bottom menu.

3. Fill in information about the checklist.

4. Click "Create."

5. The checklist has been created and displays an empty list for checklist items. Items can now be added to the checklist via the plus button at the bottom right.

   • To edit information in the checklist, click on the edit button at the top right.

Creating a Checklist from a Template

1. Go to the Checklist tab.

2. Click on the plus button in the bottom menu.

3. In the Template box – Choose the template for the checklist to be used.

4. Click "Create." The checklist has been created, including any items from the template.

Deleting a Checklist

1. Go to the Checklist tab.

2. To delete one or more checklists, press and hold a checklist row and mark any other rows to be deleted. To mark all rows, use Select All in the menu at the top.

3. Click "Delete" in the menu at the top.

4. Confirm deletion.

Changing or Marking Checklist Item as Completed

1. Select the checklist that has an item to change or mark as completed.

2. A list of all checklist items is displayed.

3. Click on the item to be changed or marked as completed.

4. Make changes in Edit Item.

5. Upload images if necessary.

6. Mark the item as completed if needed.

7. Click "Save."

Deleting Checklist Item

1. Select the checklist that has an item to be deleted.

2. A list of all checklist items is displayed.

3. Click on the item to be deleted.

4. Click "Delete" at the bottom left.

5. A dialog box appears with the question "Do you really want to delete this entry?"

6. Click "Ok."

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