Summary
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The Main page of a daily work journal document records details about the document, such as who prepared the journal and details about the site.
Information on this page is grouped under the following sections. The daily work journal document 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 document.
The name of the daily work journal set that this daily work journal
document belongs to. You can edit this in the Details
section.
A string of characters that uniquely identifies the daily work journal
document within the workspace. You can edit the number in the Details
section.
The date on which the current daily work journal document was prepared.
You can edit this date in the Details
section.
Indicates the user who created this daily work journal.
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 
to display a list of available projects from which you can choose.
Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
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 document.
Type the title of the daily work journal document. The title is required.
Type a string of characters that uniquely identifies this daily work
journal document, 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 on-line help.
Enter the date of the daily work journal document.
The daily work journal set that this document belongs to. This set was
selected when the daily work journal document was created.
Click the Magnifying Glass icon and select the company and the name of the person
who prepared this daily work journal document.
Optionally select a reason from the dropdown list to explain why this
particular daily work journal document is necessary.
The Site Details section is used to optionally record more details about the site itself.
Describe the location of the site in more detail, if necessary. For
example: "Memorial Hospital, South Parking Lot, Gate C".
Enter any other notes or comments about the site.