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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.
The Summary section groups pertinent information from the other sections on the page. All information shown here is for display only.
Indicates the current state
of the daily work journal set.
The title of the daily work journal set. You can edit this in the Details section.
A string of characters that uniquely identifies the daily work journal
set within the workspace. You can edit the number in the Details
section.
The date on which the current daily work journal set was prepared.
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.
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Note:
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Using the Project section, you can set the current document's project linking status to:
Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon
Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon
Select to link the current document to all projects within the current workspace.
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.
The Details section lets you edit the information displayed in the Summary and is used to record additional information.
Indicates the current state
of the daily work journal set.
Type the title of the daily work journal set. The title is required.
Type a string of characters that uniquely identifies this daily work
journal set, or leave it blank if Proliance is configured to supply one.
You can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin online help.
Type a description of the daily work journal set.
Optionally enter any notes about the daily work journal set.
From the drop-down list, select the work shift that this daily work
journal set covers.
Click the Magnifying Glass icon
Five areas where you can enter a classification for this document. If
you use assign a standard classification to your documents, you can use
it to search or organize your documents according to these classifications.
Select the user-defined values that define this document. These values
are created from the Proliance
Local Admin.
If this document was created in a workspace, this is the construction
initiative to which the workspace belongs. If this document was not created
in a workspace, you can optionally select a construction initiative name.
An area to enter additional information on this document.
The name for the specific portion of the workspace with which the document
is associated. For example, the "Civic Center" workspace consists
of five large buildings. Each building is a sub workspace.
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.
Summary