Daily Work Journal Set - Main

The Main page of a daily work journal set records details about the set, such as who prepared the set, the work shift that it covers, and the sections to be auto filled in new daily work journal documents.

Information on this page is grouped under the following sections. The daily work journal set needs to be in edit mode before you can modify the fields.

ClosedSummary

The Summary section groups pertinent information from the other sections on the page. All information shown here is for display only.

ClosedProject

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note:

  • Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

ClosedDetails

The Details section lets you edit the information displayed in the Summary and is used to record additional information.

ClosedDocument Settings

ClosedAuto-Fill Options

Select which pages should be automatically filled with data when you create a new daily work journal (DWJ) document. This will help reduce data entry effort if the log entries do not change much from one document to another. You can auto fill information on the following pages:

Additionally, selecting "Default to Next Work Day" will have Proliance automatically insert the next business day in the Journal Date field of the new daily work journal document.

Proliance will attempt to automatically fill in the pages of new DWJ documents using information from the most recent DWJ document in the set.

If the most recent DWJ document does not contain information in the specified section, then no information is auto filled. Also, the first document created in this set will have no auto filled information.