The Master Settings section of the app is where you manage the application attributes and Resources that are commonly applicable to all Projects and Forms. A few minutes spent in this section will make your day-to-day use of the app easier and let you get your forms "branded" with your firm's identity.
This is a good place to start your interaction with the app. Enter the information about the primary user of the application - you. In doing this, you're also creating a record for the user in the Personnel Master list.
Default Forms Settings
This group of settings lets you personalize the branding and publication titles of the Forms and establish standard policies about when certain forms are due and to whom they should be submitted.
Common Forms Settings
Here you will set one or more Default Forms Submit Contacts - the e-Mail address(es) to which all forms will be submitted unless different e-Mail addresses are specified for a form type under it's own Forms Settings policy.
Here also is where you can customize the Forms' letterhead with your own logo and header information. A banner image graphic can be included at the top of each published form document. You can use the standard image that comes with the application, or you can supply your own. A third option is to omit the banner image altogether, in which case the Company Name and Web Site URL that you specified in your User Settings page will appear in the banner area of the published documents.
To supply your own banner graphic, prepare a file named "logo.png" that contains a 118-pixel high by 728-pixel wide image of your logo. Then use iTunes File Sharing to copy that file from your computer to your iPad. As the file name implies, the image should be in PNG image file format.
To copy the file to your iPad, connect your iPad to your computer and start iTunes (if it's not setup to start automatically.) Under "DEVICES" in the left pane of the iTunes window, select your iPad and then select "Apps" from the menu bar at the top of the iTunes iPad configuration page. Scroll down to the list of "Apps" in the File Sharing section and select Journeyman. Now "Add ..." or drag-and-drop your custom "logo.png" file from your computer into the Documents list.
Alternatively, you can use iTunes to "sync" a JPG file containing a 118-pixel high by 728-pixel wide image to your iPad Photos repository. Then go back into the app and tap the box containing the current banner image. When the Photos selector pops up, tap through it to find and select your banner image.
In either case, if your logo image is larger that 118 x 728, the app will scale it to fit. But you'll often get better printed-form results if you've scaled it to size and seen how it looks first. If, as in many cases, your scaled logo is less than 728 pixels wide, you can select whether you want it to be aligned left, center or right on the submitted forms.
Finally, make sure the Use Banner Image switch is set to "Yes". If you set it to "No", your Company Name and Company Website will be shown as the letterhead.
Just beneath the banner on the published documents is a band of header text. By default it is set to your Company Name and Company Address, but you can change it to whatever text you like.
Specific Forms Settings
There are Master Settings you can adjust separately for each specific type of Form:
- For each individual form type you can change its Title to whatever you prefer it to be in the published documents. For Daily Logs you can also change the names of the Section Headers according to your preferences.
- For each individual form type you can also override the Default Forms Submit Contact(s) setting. You might, for example, choose to send Daily Logs to a projects administrator in your organization, while always sending Time Sheets to a designated individual who handles payroll.
- For each individual form type you can designate that a written signature or signature stamp is required when the form is submitted.
- Daily Log, Safety Inspection and Time Sheet forms have scheduling policy settings that you can adjust. The app uses these settings to give you indications of next-due and overdue status of report submissions for each active Project.
- The Safety Inspection Master Settings page is also the place where you manage the master list Safety Inspection Categories and the Safety Inspection Items comprising those categories. The app comes with a starter set of inspection category and item definitions, but you are encouraged to change, add to, and/or reorder the lists so they reflect the actual inspection criteria you use for your projects.
- Extra Work forms and Request for Information forms have automatically incrementing ID numbering mechanisms. You can set the Increment value that the app uses to generate those ID numbers. With the standard value of "1", for example, the first Request for Information for a Project will be identified as RFI #1, the next as RFI #2 … and so on. If you change the Increment value to "10", the first would be RFI #10, the next RFI #20, then RFI #30 … etc.
- The Time Sheet Master Settings page is also the place where you manage the Master list of Employee Time Cost Codes that can appear on your time sheets. The app comes with a starter set of codes, but you are encouraged to change and/or add to the list so it reflects the actual codes you use and the activities you track.
This is your Master list of company employee Resources. You can add people to the list "by hand" or you can pull them in from your iPad Contacts repository. If, after using the app for day-to-day operations, you've created project-specific Personnel resources, you can selectively convert them to Master list resources here as well.
The Master lists of Labor Resources and Equipment Resources are managed a bit differently. Rather than starting with an empty list (as is the case with Personnel and Contractor & Vendor Resources) these lists are initialized with some industry standard resource items. You can and should review each item, change their names if you like, assign your cost codes if you use them, and assign a standard unit price and units-of-measure for that item (used when issuing Extra Work proposals.) You can, of course, add any number of new/different Labor and Equipment items. Or, if there are items in the lists you will never use, you can delete them from the Master list.
Contractors & Vendors
This is your Master list of Contractor & Vendor Resources. Just like Personnel Resources, you can add them to the list "by hand", pull them in from your iPad Contacts repository and/or convert project-specific Contractor & Vendor Resources.
Labor & Equipment
The other difference between these lists and the Personnel and Contractors & Vendor lists is that all of the Labor & Equipment Master list items are automatically assigned to Projects when the Projects are created.
NEXT: Project Settings
Getting Started with the JOURNEYMAN Edition