“Project” and “Community” are interchangeable labels for the location where work and inspections are performed. Depending on your industry, you will see one of the two labels displayed in the software.
1. Go to: SETUP > Project/Community Setup Process
3. Click the “+Add” button to create a new Project/Community.
- The highlighted fields are required.
4. Description: Type the Project name in the “Description" field.
5. Reports: Select the "Reports" checkbox to have Project/Community reports sent to the email addresses associated with the project.
6. Email: Enter the "Email Addresses" that will receive reports for this project/community. Separate multiple addresses with a semicolon ( ; ).
7. Private Notes: A Private Notes column lets administrators add notes that do not appear on inspection reports.
8. Attach: To add an "Attachment," click the paperclip to open the drop-down list. You can select "File," "Link," or "Note," depending on what you want to attach.
- "File" will allow you to upload a document from your computer.
- "Link" will allow you to post a URL to a webpage.
- "Note" will allow open a dialog box where you can type a message.
Open Project Attachments: Projects with attachments have a toggle icon on the left-hand side of the project row. Click the icon to toggle it down and you'll see the attachments.
Delete Project Attachments: Delete the attachment by clicking the light gray trashcan icon to the far right of the attachment.
Project References: Attachments you add to projects are displayed as "Project References" on the Inspection entry screen. They will be located at the bottom of the blue header area. Click the toggle icon to the downward position to view and open the attachments.
9. Active: The Project/Community will automatically be checked as "Active." If you don't want to make it active yet, click the checkbox to remove the check mark.
10. Delete: You can delete this Project/Community by clicking the red "trashcan icon."
- If there is no trashcan icon available, the Project/Community cannot be deleted.
11. Save: Click the "Save" button to save your new Project/Community.
Advanced Setup Options
The following Setup Options are available under the "Advanced View." Not all users can view or access these options. Please contact Customer Support for assistance. Click on the action title for more information.