Create Journal Entry

1. Go to the Journal Module (Journal 2.0).

2. Click on the round plus button.

3. Select:

   • Date (today's date is always pre-selected).

   • Work Order or ETA (Work Order 1 Basic Task is always pre-selected). If the journal is maintained at the project level, leave the default Basic Task.

4. Click "Add." A new journal entry for the selected date is created.

5. Add information such as workplace, start and end time in the created journal entry. If the journal is linked to a work order with the Street Address, City filled in, the Workplace field on the journal entry will automatically be filled with the same information. If the Street Address, City of the work order changes after the journal entry is created, the Workplace field on the journal entry will not change. This is to allow the journal entry's workplace to differ from the Street Address, City on the work order.

Copy Journal Entry

Copy Journal Entry from the Previous Day

1. Click on the round plus button.

2. Select:

   1. Date (today's date is always pre-selected).

   2. Work Order or Change Order (Work Order 1 Basic Task is always pre-selected). If the journal is maintained at the project level, leave the default Basic Task.

3. Check Copy Previous Journal.

4. Select which parts should be copied to the new journal entry.

5. Click "Add." A new journal entry is created.

6. Add information such as workplace, start and end time in the new journal entry.

   

Copy a Journal Entry to Another Day

1. Select the row with the journal entry to be copied to another day.

2. Right-click and choose "Copy" (or press Copy Journal in the upper toolbar).

3. Select:

   1. Date (today's date is always pre-selected).

4. The work order or Change Order to be copied from is pre-selected and cannot be changed. That is, you copy to a new journal entry with the same work order or Change Order as the original.

5. Select which parts should be copied to the new journal entry.

6. Click "Add." A new journal entry is created.

7. Add information such as workplace, start and end time in the new journal entry.

   

Journal – Notes

Add Journal Manually

1. Go to the Journal tab.

2. Click on the round plus button in the section corresponding to the type of note to be added.

3. Fill in Description, Note, Reported by, Include in reports.

4. Add one or more images by clicking "Select files."

5. Click the floppy disk icon to save. A new note has been created.

Fetch Notes from Other Modules

1. Go to the Notes tab.

2. Click on "Fetch Notes" in the section corresponding to the type of note to be fetched.

3. Choose the project to fetch notes from.

4. Select notes by marking the entries to be fetched. Only entries created on the same day are displayed in the list.

5. Check Attach accompanying documents if desired.

6. Click "Fetch." A new note has been created.

   

Delete Notes

1. Mark the note to be deleted.

2. Right-click and choose "Delete selected rows" or press the trash can in the toolbar above.

View Notes and Images

1. Mark the note to be displayed (one note at a time).

2. Press "Edit Note" in the toolbar above or in the Images field on the row.

3. A dialog box appears showing the note and all associated images.

   

Journal – Weather

Add Weather Information

1. Go to the Weather tab.

2. Click on the round plus button.

3. A weather row is added.

4. Fill in weather information.

5. Click the floppy disk icon to save.

Delete Weather Information

1. Mark the weather row to be deleted.

2. Right-click on the row and choose "Delete selected rows" or press the trash can in the toolbar above.

Journal – Workforce

Add Workforce Manually

1. Go to the Workforce tab.

2. Click on the round plus button.

3. A row for workforce has been added.

4. Fill in workforce information.

5. Click the floppy disk icon to save.

Fetch Workforce from Another Journal Entry

1. Click on "Fetch Workforce."

2. Choose project and journal entry from which workforce should be fetched.

3. Click "Fetch." Workforce has been fetched from the selected project and journal entry.

Delete Workforce

1. Mark the row with workforce to be deleted.

2. Choose one of the following:

   • Right-click on the row and choose "Delete selected rows."

   • Click on the trash can.

Journal – Order Lines

Add Order Lines Manually

1. Go to the Order Lines tab.

2. Click on the round plus button.

3. A row for order line has been added.

4. Fill in information for the order line.

5. Click the floppy disk icon to save.

   

Add Order Line with Item from Price List

1. Click on "Add item."

2. Use the fields Item Category, Code, or Description to choose an item.

3. Fill in any other information for the order line.

4. Click "Add."

   

Copy Order Lines

1. Mark one or more order lines to be copied.

2. Right-click and choose "Copy order lines" or click the Copy order lines button in the toolbar above.

3. Choose project and journal entry to copy to.

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

Delete Order Lines

1. Mark one or more order lines to be deleted.

2. Right-click on the row and choose "Delete selected rows" or click the trash can in the toolbar above.

3. Confirm that you really want to delete the selected rows.

Journal – Documents

Add Document

1. Go to the Documents tab.

2. Click on the round plus button.

3. Choose:

   • Add new document – Use this option to add files from the computer.

   • Add link to document – Add a URL address for a document.

   • Add document from project, customer, or supplier.

4. Click "Upload," "Save," or "Download" depending on the chosen option. The document is added to the journal sheet and can also be viewed in the Document module under the journal folder and the subfolder with the journal sheet's date.

Delete Document

1. Select one or more documents to delete.

2. Right-click on the row and choose "Delete selected rows" or click on the trash can icon in the toolbar above.

3. Confirm that you want to delete the selected documents.

Journal – Checklists

Add a Checklist to the Journal Sheet Manually

1. Go to the Checklists tab.

2. Click on the round plus button.

3. A checklist row is added.

4. Fill in information about the checklist.

5. Click on the floppy disk icon to save.

Add Checklist to Journal Sheet from Template

1. Click on "Create from template."

2. Choose one or more checklists to create.

3. Click on "Copy."

4. Select the checklist to view the points included in the checklist under "Points."

5. Add a point to the checklist:

   • Select a checklist.

   • Under "Points," click on the round plus button.

   • Fill in information about the point.

   • Add images if necessary.

   • Mark as completed if needed.

   • Click "Create." The point is added.

Change or View a Point in the Checklist

1. Go to "Points."

2. Select the point you want to change or view.

3. Click on "Edit point" in the toolbar above.

4. A dialog box appears with information about the point, including images.

Delete Point in the Checklist

1. Select one or more points to delete.

2. Right-click on the row and choose "Delete selected rows" or click on the trash can.

3. Confirm that you want to delete the selected points.

Delete Checklist

1. Select one or more checklists to delete.

2. Right-click on the row and choose "Delete selected rows" or click on the trash can.

3. Confirm that you want to delete the selected checklists.

   

Journal – New and Modified Actions

Add New or Modified Action Information

1. Go to the New and Modified Actions tab.

2. Add a new row with the round plus button.

3. Choose the type of event, to/from/by, and write a comment.

4. Click on the floppy disk icon to save.

Create Report from the Journal

1. Click on "Print" (PDF icon) in the Journal Entry toolbar.

2. Choose report options.

3. Click "Preview" to see the content of the report.

4. Select "Print," "Send email," or "Save document."

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