Frequently Asked Questions
How do I get my company logo to appear on the forms?
How do I save a form so I can come back later to finish working on it?
You can supply a company logo or other graphic that will be used as "letterhead" on your forms. 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.
The app saves your work as you enter it. You can navigate to a different part of the app, close the app and/or switch over to an entirely different app without worrying about saving or submitting the form on which you were working. When you are ready to submit the form, tap the "Preview" button on the Title Bar. The app will show you an image of the PDF document that will be generated and e-Mailed. If you're satisfied with it, tap the "Sign and Submit" button on the Title Bar. Otherwise, tap the "Cancel" button to resume working on the Form. Once you tap "Sign and Submit" you cannot make any further changes to the Form even if you choose to stop it from being e-Mailed at the next step of the process.
I started work on a form but things have changed so much that I just want to start over. How do I delete it?
Go to the Active Forms Summary Worksheet and do a standard iPad right-to-left swipe on the cell for that form. Then just tap the Delete button that appears in the right side of the cell.
The Time Sheet form has more employee time code entry fields than I need for the projects and employees I track. How can I cull down the list?
I have reminders stacked up in the Due & Pending Worksheet for forms that I don't really need to submit. How do I get rid of them?
Simply do a right-to-left swipe on the reminder cell for that form and tap the Delete button that appears in the right side of the cell. That reminder (as well as any older reminders for that form) will be removed from the worksheet.
The first time you make entries for an employee after he/she has been assigned to a Project, the form will contain entry fields for every Employee Time Cost Code that you have defined in your Master list. To make your entries more manageable, you can easily remove codes for activities that you don't expect the employee to perform for that Project on an ongoing basis. Just do a right-to-left swipe on the time code entry cell you want to remove, then tap the Delete button. The app will remember what you did the next time you make entries for the employee. Of course you can also easily add entry fields back to the form at any time by tapping the (+) button.
The Safety Inspection form contains more safety inspection categories than are applicable to the projects I manage. How do I tailor the content of my Safety Inspection Reports to my project-specific requirements?
When you create a new Project, the full list of the Master Safety Inspection Categories is automatically assigned to it. To remove categories from the Safety Inspection Report for a Project, first check/use the "Project" main menu item to make sure it's the "current" working project. Then tap "Forms Settings" in the Project Settings section of the main menu. Select the "Safety Inspection Setup and Scheduling" option to see the list of Inspection Categories assigned to the Project. Do a right-to-left swipe on the Inspection Category cell you want to remove, then tap the Delete button. You can restore a Safety Category that you've previously removed by tapping the (+) button.
To manage the Master list of Inspection Categories and the Safety Inspection Items comprising those categories, got to the Safety Inspection page in the Default Forms Settings section of the Master Settings area of the app. There you can change, add to, and/or reorder the Master list so it reflects the actual inspection criteria you use for your projects.
How do I add photographs to my forms?
A photo (camera) icon appears on the top bar of most of the text entry sections on the forms as well as on the corrective action subsections of the Safety Inspection form. You can either take pictures ahead of time and add them to the form (most common) or you can begin filling out the form and take pictures as you're entering text into the section of the form to which the picture applies.
You can repeat the photo selection process for any number of photos that you want to associate with the section of the form. Tap the Preview button on the main form page to see how the photos are referenced, embedded and annotated in the PDF.
- Open a Daily Log form.
- Select one of the text entry sections (e.g. Activities).
- Tap the camera icon at the top of the text entry form. You'll see the (initially empty) list of photos currently associated with Activities.
- On the top right of that page's title bar you'll see two buttons -- "Select from Photos" and a Camera icon.
- The "Select from Photos" button allows you to pick a photo from the library/albums on your iPad.
- The Camera button activates the iPad camera to take an ad hoc picture.
- Once you selected or taken a new picture it will appear in the list of pictures associated with the section of the form you're working on -- Activities in this case.
- If you tap on a picture element in the list, a page will open that allows you to enter a caption for the photo and/or to crop the photo.
I need to sign the forms that I submit to the office. How can I apply a written signature to my forms?
First, go to Default Forms Settings in the Master Settings section. Then, go into the settings page for each type of form that you'll want to sign and set the "Require Signature to Submit" setting to "Yes". (Don't forget to tap "Save" when you're done changing settings.)
Now, whenever you "Sign and Submit" that type of form, you will be presented with a signature page. You can use your finger (or better, an iPad compatible stylus) to make a written signature. If you don't like how it looks, tap the "Clear" button and try again. If you become frustrated with the process of trying to draw a legible signature this way, you can tap the "Stamp" button to apply a Signature Stamp that you've previously created. To apply the Signature Stamp, simply enter the PIN/security code you used when you created it.
The signature page also allows for a second written signature that, when used, will be labeled "Accepted" and applied to the Form as an additional signature. To apply an "Accepted by" signature, tap the "Yes" option, then have the accepting party sign his/her name on the signature line below.
When you're all done signing, tap the "Submit" button at the bottom of the page.
I like the Signature Stamp idea. How do I set one up?
Go to the User Settings page in the Master Settings section and tap the cell labeled "Primary User Signature Stamp". Tap the "New Signature" button to clear the signature line and use your finger (or better, an iPad compatible stylus) to draw your written signature. (If you don't like how it looks, tap the "New Signature" button again to clear it and start over.)
Once you have one you like, tap the "Save Signature" button. You'll then be prompted to set and confirm a one to ten digit PIN (security code) for the stamp. Now, whenever you "Sign and Submit" a form, you can apply the Signature Stamp instead of drawing your signature. Just tap the "Stamp" button on the signature page and enter the PIN that you've assigned to your Signature Stamp.