Creating, Copying and Deleting Records (Template record)
Before creating a record, you need to have:
- created a project (How do I create a project?)
- defined project settings (Overview of all project settings)
- uploaded PDF plans for markers* (Where and how can I upload PDF plans?)
- created contacts (Creating and managing contacts)
- = not strictly necessary
In BauMaster, all records are assigned to a project. You can either create your first record in the "Demo" project, or first create your own project. You can access the records via the toolbar at the bottom or the burger menu in the top left.
1. Creating a Record
Click on the Plus button in the bottom right and create your first record!
On PC: Click on Create Record in the 2nd column.
The split screen in the record overview provides a quick overview: On the left, you can see all available record styles for this project (1st column), followed by the corresponding records (2nd column) with all entries (3rd column) and a detailed preview of the selected entry (4th column). Existing records can be sorted in ascending or descending order using the arrow symbols.
Possible Information in the record
- Record type (required): You can only select from the record styles that you have chosen in the project settings
- Record title (required): This appears on the PDF logs
- Record number/Consecutive numbering: 0 to 999
- Location Details: (optional)
- Date: The date when the log is created
- From - To: The meeting timeframe (optional)
- Sort Entries by: Here you select which filters are used to sort the record items
- Display costs incl. or excl. VAT - Net/Gross (slider)
- Weather: activate to insert the weather conditions on the record date into the record
Once you have created your record, you can record entries, tasks, notes, information, photos, plan markers etc. in the record. You can read how to do this under "Creating Record Entries"!
This makes up your intelligent record
2. Copying Records (Template Record)
With the copy function, you can easily copy existing records and create individual template records that can be copied for any desired project!
In the record styles, select the record you want to copy and click on the three-dot menu in the top right and select "Copy".
Special feature when copying:
Ignore missing attachments - when this checkbox is activated, logs can be copied even though not all contained attachments (photos, drawings, etc.) have been uploaded to the server.
When copying, you can specify the number of copies - For example, if you want to create an acceptance protocol for 5 apartments.
Template records can include
- Standard text templates
- Notes or references to legal texts
- Standards, contracts, etc.
be provided with.
3. Delete Record
Before you can delete a record, all entries in the record must be deleted. Once the record is empty, click on the three dots in the record overview and select "delete".
If there are still entries in the record, the delete function is disabled.
You have to delete all entries in the record by klicking on “Actions”
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