Creating, Copying and Moving Record Entries
1. Create Your First Record Entry
Once you have created a record, click on the “plus sign / Create Entry” in the bottom right .
Quick View
An input form opens, optimized for quick entry on the construction site and limited to just a few fields. You can enter the following information in the Quick View:
Detailed View
If you want to fill out the entries in detail while on the construction site, expand the quick view using the arrow symbol. In the detailed view, you now have all available fields to choose from:
Title
This text is displayed in all possible areas (Dashboard, Costs, etc.). Here, enter preferably keywords that describe the content well.
Description
In BauMaster, the description field has the following standard formatting options, which are also displayed on the PDF document:
- Undo & Redo
- Bold, Italic, Underline, Strikethrough
- Text color & Background color
- Text type: Paragraph, Heading 1,2,3,4,5,6, Preformatted
- List with three different bullet points
- List with 6 different numbering systems
- Decrease and increase paragraph indent
- Text alignment
- Insert & edit links
- Remove formatting
Company
The company you enter here is stored as the responsible company in the Dashboard, Search, and Costs. You can select only one company here to ensure clear responsibility at both company and individual level. This guarantees proper documentation and good management. If multiple companies are involved in a task, it is advantageous to split these into multiple sub-entries so that you can later track who completed what, when, and how.
Responsible
The person you assign as responsible will see the respective entry in their own Dashboard under "My Tasks", and connected users will only see the entries/tasks that are assigned to them here! Therefore, the rule applies here as well that only one person can be assigned, which is why it's necessary to split these across multiple sub-entries, so that you can later track who completed what, when, and how.
Observer
If you add companies as observers, they will only be shown on the PDF log if this is selected in the PDF layout settings when sending the PDF log. The observer is truly meant to be just an observer!
https://helpdesk.bau-master.com/portal/de/kb/articles/feld-beobachter
These companies do NOT see these entries in their own Dashboard as open tasks! This is intentional, as otherwise clear responsibilities cannot be established. If you want to assign tasks to multiple companies for a log entry, you can do this using sub-entries.
Type, Package, Location and Custom field
A detailed description of the individual fields can be found in the Project Settings.
Costs
Whether the costs are entered or calculated here as net or gross depends on the record settings.
Due date from - to
The date you enter here affects the search, Dashboard, later also notifications, the view for connected users (if they are assigned as responsible), and the Gantt view in detailed search.
2. Adding Markers, Files & Photos
Tablet view
You can enhance each record entry with various details, such as photos, sketches, attachments, or plan markers for precise location.
Depending on whether you create the record entry on a smartphone or tablet, the attachment icons are displayed differently.
Smartphone view
For space reasons, the "Documents & Plans" section, drawing function, and voice recording are located behind the paperclip with crosshair.
Icon Functions (see up)
- With the plan marker you can place markers on your uploaded plans. This allows an entry to be assigned to a specific point on a PDF plan. Instead of or along with a plan marker, you can also leave entry sketches on the plan.
- BIM markers - https://helpdesk.bau-master.com/portal/de/kb/articles/bimmodelle
- With the paperclip, you can upload files to the record entry with the following file formats Images: gif, jpeg, png Text: plain, richtext, rtf, xml Audio: all Video: all Office: docx, xls, ppt PDF: pdf Plans: dwg, dxf
- With Project Space you can attach existing photos from the project space
- With Draw you can attach hand sketches and signatures
- With Audio you can record and attach voice recordings to the entry (this function is only available on mobile devices)
- With Photo you can take and attach a photo to the entry
After you have recorded all desired record entries, you can send the record to a distribution list: Send PDF record
3. Change Entry Date
You can change the date of any entry to any date in the past or future using the pencil icon in the detailed view.
4. Copying Record Entries
Copying a Single Record Entry
In BauMaster, you can easily copy your record entries with all details, attachments and if needed, even with the exact creation date.
To do this, click on the copy symbol with the small plus in the gray menu at the top right.
Example: You select one of the needed entries, such as a note including PDF guidelines, from the template record and specify the desired target record.
In this case, the target record is "Construction Meeting I". You decide whether you want to include uploaded attachments and details, as well as the creation date. Then click on "copy" and you'll have the desired record entry easily added to your current record.
Copy Multiple Entries at Once
If you want to quickly copy multiple entries at once, it makes sense to use multi-select. There are two options here. Either mark only specific entries or mark all entries at once.
Mark the desired entry using the checkbox.
All sub-entries should be copied:Enable 'Incl. subentries' and all associated sub-entries will be automatically copied as well.
5. Serial Mode
The "Serial Mode" ensures that when creating a record entry, after clicking Create, the input form appears again immediately. In this form, the previously filled fields are carried over for each subsequent entry. This allows you to work much more efficiently since repetitive inputs are eliminated. The mode is therefore ideal for construction site inspections or defect assessments.
When checked, the Serial Mode ensures that after clicking Create, the input form appears again immediately, where the previously filled fields are carried over and pre-filled for each subsequent item. This saves you a lot of time!
With another click on the checkbox, you can deactivate the mode.
Moving Record Entries
If an entry needs to be moved, you can either move them individually using move in the top right, or select the desiered checkbox and move them all together with move.
Deleting Record Entries
If you want to delete entries in your record, you can either delete them individually using the trash can icon in the top right, or use the checkbox to mark multiple entries and delete them collectively using the trash can.
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