Create Journal Entry
- Click on the Journal menu option at the bottom. (If Journal is not visible in the menu bar, click on Show more).
- Select the project for which you are writing the Journal.
- Go to the correct date.
- Click on the orange plus sign.
- Select work order
- The construction day is set automatically. If you need to change the construction day, you can do so from the editing view after the Journal entry has been created.
- Fill in the start and end time
- Click on Create
You can also copy the Journal entry from the previous day, where you can choose which information from the previous day you want to copy.
If you need to change the basic information in the Journal entry, you can click on the edit button at the top right.
Fill in Journal Entry
Once you have created the Journal entry, you can start filling in the information.
Add Journal Note
- In the Notes tab, click on the plus sign for the type of note to be added.
- Fill in the description (a title), write a note, and add any images.
- You can choose whether the note should be included in reports/prints or not.
With an orange circle, the note will be included. - Click on Create.
You can create multiple notes of the same type.
Add Workforce
To note the workforce during the day, you can either add a new workforce or retrieve a workforce from another day, another project, or work order.
You can have multiple workforces reported on the same Journal entry.
Create Workforce
- In the Workforce tab, click on the orange plus sign and then on Workforce.
- Fill in information about the workforce
- Click on create.
- The Workforces will now be displayed in a list view.
To change the information about the workforce or delete it, click on the row in the list and make your adjustments or click on delete.
Register Weather Conditions in the Journal
- In the Weather tab, click on the orange plus sign.
- Fill in the current information about weather conditions and time.
- Click on Create.
- The Weather registration will now be displayed in a list view.
- To change the information about the weather or delete the entry, click on the row in the list.
You can have multiple weather registrations reported on the same Journal entry.
Register Used Items in the Journal
- In the Order Lines tab, click on the orange plus sign.
- From here, you can add items from three different views.
- Favorites - Here you can retrieve items from your favorite lists by clicking on the current price list at the top and then clicking the plus and minus buttons to add and remove items.
From here, you can report multiple items at once. - Price List - here you can search for an item from a price list
- Add - here you can add a completely new item by filling in information about the item.
- Favorites - Here you can retrieve items from your favorite lists by clicking on the current price list at the top and then clicking the plus and minus buttons to add and remove items.
- Click on Create.
- The items will now be displayed in a list view.
- To change the information on an order line or delete it, click on the row in the list and delete or make your adjustments and Save.
Create and Check Off Checklists in the Journal
You can attach multiple checklists to a Journal, such as self-inspections, safety rounds, or similar. Your system administrators can build checklist templates for you to use, or you can create one manually.
Create Checklist from Template
- In the Checklist tab, click on the orange plus sign.
- Select a template from the register
- Click on create from template
- The checklist will now be displayed in list view.
Create Your Own Checklist
- In the Checklist tab, click on the orange plus sign.
- Click on + Add
- Enter the number and description for the checklist
- Click on Create, the checklist title will now appear at the top
- Click on the orange plus sign to add a checklist item.
- Add code and description
- Fill in whether the item has already been completed and add any comments or feedback
- Add any images
- Click on Create
Fill in a Checklist in the Journal
- In the list of checklists, click on the one you need to fill in.
- Go into the checklist that you need to fill in
- Check the box for completed items
- Click on the checklist item to add a note or image.
- Click on Save
Copy or Delete Multiple Entries at Once
To delete multiple entries at once, go to the relevant tab and entry, press and hold until the row turns red, you can now easily select all or several rows to delete or copy.
When copying, you can choose to copy to another day or another project/work order.