Who it's for:
- The Site journal, the project's official diary, is kept by the site manager, the project manager and the owner.
- My journal holds the daily notes of the site supervisor and the foreman / contractor.
What you'll do: write a daily entry with the work description, weather, resources and deliveries. Contractors record their work in “My journal”, and the site manager attaches it to the official entry.
Before you start
- Each entry has a date. By default it's today, but you can pick another day.
- The interface is also available in Polish and Ukrainian: account menu → Language. The chosen language follows you to other devices after you sign in.
Steps
Site journal entry (site manager)
- Choose Quick actions → Site journal entry or go to Site journal → Add entry.
- Fill in the Entry date and Main notes / Work description. You can record a voice note and add photos.
- Expand the sections you need: Weather, Resources on site, Work done, Contractor entries to attach, Deliveries.
- Mark an important day with the Mark as important star. Finally, click Save.
“My journal” entry (site supervisor, foreman)
- Choose Quick actions → My journal entry or Site journal → My journal → New entry.
- “Attach to my entry from this day if one exists” is ticked by default. Untick it if you want a separate entry, e.g. for a second shift.
- Write your notes, pick schedule items in Work done, add deliveries in Reported deliveries, and click Save.
What happens next
- You'll see “The journal entry has been created.” The entry appears on the list with its date and author.
- On their entry for that day, the site manager expands Contractor entries to attach and attaches the contractors' entries to the official journal.
Troubleshooting
- I don't see the “My journal” tab. It exists only for the site supervisor and foreman / contractor roles.
- I can't add a Site journal entry. The official journal is kept by the site manager and roles above. Everyone else records their work in “My journal”.