What's New - September 2023
In this publish...
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Inspection Screen Updates
Drag & Drop attachments between checkpoints on the inspection screen
You can now drag and drop photos and attachments from one checkpoint to another on the inspection screen. This is very convenient if you want to take multiple photos in one checkpoint and then so select specific ones from that group to move to other checkpoints. (DEV-8232)
Use Cases:
- While on an electrical tower, an inspector takes multiple pictures on an inspection checkpoint. Then when back on the ground, distributes the photos to the proper checkpoints by dragging and dropping them.
Directions:
Checklist Category added to the Inspection Selection Process
You can now add a "Checklist Category" selection step in the inspection selection process, so that long lists of checklists can be filtered and reduced for the inspector.
In non-plan mode, there is a preference setting option for inserting "Category" selection before the checklist selection. In ITP plan mode, there is a preference setting option for inserting Category selection before the ITP item selection. Both can be set in Setup>Customization>Customization Preferences. (DEV-8008)
Use Cases:
- During an inspecting electrical work, after selecting the project and phase, you can choose electrical category, then the electrical checklists
. - During an inspecting electrical work, after selecting the project and phase, you can choose electrical category, then see a list of electrical ITP plan items
Directions:
New columns added to the Inspection Archive
The All Inspection List (Archive) screen has two new columns available: Division and Checklist Category. Now, the inspection data can be viewed, sorted, and filtered based on these new columns. To add the new columns to the screen, click the settings wheel and select "Manage Columns." (DEV-8371)
Use Cases:
- Filter the grid by "Concrete" category to view all inspections performed using a concrete checklist.
- Filter the grid by the division name to see all the inspections for all the projects within that division.
Directions:
New columns added to the Deficiency Archive
The All Deficiencies List (Archive) has four new columns available: Division, Checkpoint Category, Reason code, and Corrective Action Code. Now, the deficiency data can be viewed, sorted, and filtered based on these new columns. To add the new columns to the screen, click the settings wheel and select "Manage Columns." (DEV-8278)
Use Cases:
- Filter the grid by "Concrete" category to view all deficiencies identified on a concrete checklist.
- Filter the grid by the division name to see all the deficiencies for all the projects within that division.
Directions:
Punch List Import
You can now import punch items created by other sources into FTQ360. (DEV-8369)
Use Cases:
- A customer provides an excel listing of deficiencies that will be managed in FTQ360.
- A project is underway that has been tracking deficiencies on spreadsheets and those deficiencies can be imported into FTQ360. Continuity is maintained as the project implements FTQ360.
- A construction contractor has years of deficiency data that can be imported into FTQ360 and included in analytics.
Instructions:
Desensitize inspection screen scrolling
Have you ever gotten annoyed by pulldowns opening that disrupt your scrolling experience, especially in the header section? You are now able to scroll the screen without inadvertently opening pull-down selectors, especially when your finger lands on a pull down when you first touch the screen. (DEV-8093)
Use Cases:
- iPad user places finger anywhere on header to begin scrolling down the screen.
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Setup Screen Updates
Move multiple checkpoints at once in Checklist Setup
When updating a checklist, you are now able to select multiple, consecutive checkpoints and drag them to a new place in the checkpoint sequence. This allows you to move a group of checkpoints into the correct sequence position rather than having move them one by one. DEV-8267
Use Cases:
- You add 5 new checkpoints that should be at the top of the checklist. Now you can select all 5 and slide them up to the top of the checkpoint list.
- You need to reorder checkpoint sections that contain multiple checkpoints. Select groups of checkpoints and move them into the correct position.
Directions:
Separate lines in a checkpoint for easy reading
When editing a checklist, you can create multiple, separate lines for a checkpoint now. This is ideal when the checkpoint is expressing two separate actions (such as check levelness and record dimensions) or the checkpoint is stated in two different languages. The line separation appears on the on the inspection screen as well as the printed report. DEV-8212
Use Cases:
- The top line of the checkpoint is written in English and the second line is written in Spanish
Directions:
New Key Metric Setup screens
The Key Metrix set up screen has been modernized and follows the process flow of other setup screens. You can still add up to 5 key metrics, and now group by sequence or category, as well as filter the items by Active, Inactive, and All. You can access this new screen by going to Setup>Customization>Common Checklist Items>Key Metrics, and the improved design allows you implement key metrics with a smoother user experience. DEV-8077
Directions:
New Category Setup screens
The Category set up screen has been modernized and follows the process flow of other setup screens. You can still add "categories" to checklists or to individual checkpoints. You can access this new screen by going to Setup>Customization>Common Checklist Items>Category, and the improved design allows you implement categories with a smoother user experience. DEV-8074
Directions:
New Reason Classification Setup screens
The Reason Classification set up screen has been modernized and follows the process flow of other setup screens. You can still add "Reason Codes" to Deficiencies. You can access this new screen by going to Setup>Customization>Common Checklist Items>Reason Classification, and the improved design allows you implement reason codes with a smoother user experience. DEV-8075
Directions:
New Correction Classification Setup screens
The Correction Classification Setup screen (Corrective Action Codes) has been modernized and follows the process flow of other setup screens. You can still add "Corrective Action Codes" to deficiencies. You can access this new screen by going to Setup>Customization>Common Checklist Items>Correction Classification, and the improved design allows you implement corrective actions with a smoother user experience. DEV-8076
Directions:
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Report & Data Query Updates
1041 Query - Added columns
The selection URL added has been added as a new column to ITP Query Q1041. This allows you to go to jump to the selection process from the data query spreadsheet and/or create QR Code Labels. (DEV-8383)
Use Cases:
- You affix a tag to a piece of equipment with a QR code that includes the project/phase/equipment/ITP line item (with identifying text also) for each inspection required of a piece of installed equipment. The inspector scans the code and inspects it.
- A QA manager can scan a QR code on the piece of equipment and view the related inspection(s)
Instructions:
1029 Query - Added columns
A new project status column has been added to the Q1029 data query report that displays the current project active/inactive status. This allows you to filter for active projects and join the data with the Q1025 to filter for deficiencies only on active projects.
Use Cases:
- You want to see open deficiencies on active projects only, and filter out inactive projects.
Instructions:
What's New - June 2023
Pause the "Loading data" update when you log-in
Why wait even a few seconds for dictionaries to update when you already have what you need? To eliminate unnecessary waiting time for dictionary updates, a new feature allows you to pause updates for four hours. During the pause, click the orange refresh icon for an immediate update of pending items.
Directions:
Dashboard Update:
FTQ% included for Company Departments and Job Positions
With the Inspection Responsible Party panel enhancement on deficiency analysis dashboards, you have the ability to analyze the overall quality performance of company departments and job positions across projects. This feature allows you to analyze the first-time quality performance of project personnel responsible for delivering projects in compliance with the project requirements. It specifically focuses on deficiencies reported by QA Inspectors that field personnel reassigns to subcontractors.
Use Cases:
- Homebuilders looking for an FTQ% for superintendents based on a Quality Manager's final QA inspection.
Directions:
Add GPS Positions:
Location Mapping of Deficiencies
A new feature allows you to locate deficiencies and view them on a map. This feature supports street maps and integrates seamlessly with BIM 3D drawing viewers. Inspectors can now precisely locate deficiencies with a single click, eliminating the need to open PDF drawing files. The experience is similar to zooming in on a Google Map, providing a more intuitive way to view the location. Stay tuned for additional mapping features in future updates!
Use Cases:
- Project Manager needs to provide subcontractor with precise location of a deficiency
Directions:
Reason Code & Corrective Code Update:
Structured Classification of Deficiencies and and Safety Violations
When reporting a deficiency, you now have a searchable dialog box that allows you to select from structured lists of reason/corrective action codes on the inspection screen. This new feature enables structured reporting of deficiencies on punch list reports and proves useful for safety reporting of violations. Furthermore, you can configure different lists for different categories of checkpoints.
Use Cases:
- Inspector needs to select a Reason Code from a long list
- Reason Code has a longer description than just a few words
Directions:
200 New Construction Checklist Templates
Added to the 800+ FTQ360 Download Library
The FTQ360 Download Library now offers approximately 800 curated checklists that can be downloaded into your account. This vast selection empowers you to quickly establish your QAQC and Safety program for your projects. You can easily search the library and browse previews to find the checklists that suit your needs. Once downloaded, you can edit them to align with your specific project requirements and create your own company checklist library.
Directions:
Equipment Inspection Update:
Inspect Multiple Serialized Assets on One Inspection Report
There is a new feature that gives you the ability inspect multiple serial numbered assets on one inspection report. This is particularly helpful when you track serial numbers of equipment or assets and and typically inspect several of them during one inspection. Inspection reports show the equipment serial number inspected on each checkpoint. Data download queries provide a full history of equipment inspections for the life of the equipment.
Use Cases:
- Foreman inspects multiple pieces of pipeline, each with individual serial numbers.
- Quality Manager inspects an assembly of serialized components and wants to collect the data on a single inspection.
Directions:
Inspection and Deficiency List (Archive) Update:
Add International “Local Date” to Listing Grids
An optional “Local Date” gives the users the ability to see the date adjusted to the time zone of their device on the recent inspection and recent deficiency listing screens. In this way international inspectors can easily see their inspections by their own work day anywhere in the world. This presentation is specific to the user’s device. The FTQ360 date-time data recording remains unchanged.
Use Cases:
- Australian or Asian customer needs to view "local" date & time for the inspections on Inspection List Archive
Directions:
Checklist Building Blocks
There's a new kind of checklist building block that you can use to generate variations of standardized checklist sections more easily. Let's say you crate a company library of standard building blocks consisting of groups of checkpoints for inspecting common project tasks. Then when you create project-specific checklists you incorporate building blocks as single line items and then supplement them with project-specific checkpoints. This is a way of keeping a consistent way of working for common inspection processes while accommodating the special needs of projects.. When starting a new inspection, the building blocks checkpoints are automatically inserted and appear as normal checkpoints. The great thing about this feature is that when you make changes to a building block, those changes show up in all new checklists that use it, without needing to update the templates.
Use Cases:
- A QM wants to create a company library of standard building blocks that project QC personnel assemble into project-specific checklist templates. As a QM I can still analyze deficiencies across projects.
Instructions:
Refined Inspection “Edit” Permissions
Inspectors with edit permissions can continue to make corrections on checkpoints inspected by others. However, a change has been made to the permission requirements for creating new inspections of individual checkpoints. Now, inspectors need to have "Create" permission in order to create inspections. This security improvement prevents subcontractors from completing and approving inspections they did not create. Make sure to assign the "Create" permission to users who need to create inspections of checkpoints.
Misc.
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Use new Query Q1041 to exports the inspection and test plan. This is very useful including your FTQ360 ITP in project submittals. Some QA Managers will use this as a list of tasks to include in the project schedule that will be inspected.
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The ITP line item reference number will appear on Inspection Reports when the inspection was performed to the plan.
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Additional information appears on the report activation screens so it is easier to understand what each report does and how the automated reports will run.
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There are new icons for files attached to inspection reports.
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Now you easily view permissions inspectors have on inactive projects.
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International characters are fully supported including searches throughout FTQ360 on inspections, listing tables, and setup screens.
What's New - March 2023
Login with Google or Microsoft Authentication
Users can login to FTQ360 with their company email address. Authentication will be provided by Google or Microsoft, as the case may be. The only requirements are that the company email service provider be Google or Microsoft (including Azure) and the email address is the FTQ360 username. This allows the vast majority of companies to control access to FTQ360 through their corporate cybersecurity protocols that govern authorized users and authentication requirements such as two-factor.
Use Cases:
- Use Case #1: A company uses Microsoft for administering their corporate identity authentication and allowable users. FTQ360 will recognize users authenticated by the company.
- Use Case #2: A user has Google as the email administrator. The user pushes the google button and FTQ360 will recognize the identity of the user as verified by Google.
Directions:
- Contact FTQ360 Support to implement this in your company
Headers for Dynamic Matrices and Dynamic Checkpoints
Now headers and other checkpoints can be automatically inserted when a dynamic matrix or dynamic checkpoints become visible. You can set any checkpoint anywhere on the checklist to display the first time a dynamic button is used on an inspection.
Use Cases:
- Use Case #1: The user wants a header inserted into the checklist inspection template whenever a dynamic matrix is used. Now, the user can press one dynamic button, and both the header and the table are inserted.
- Use Case #2: The user currently has a checklist with four (4) dynamic buttons: for adding a Header, instructions, a dynamic matrix, a quality checkpoint. The user would like one (1) dynamic checkpoint button that has as children checkpoints, a header, instructions, dynamic matrix and quality checkpoint.
Directions:
- Video: Add a Header to a Dynamic Matrix
- Instructions: Add a Header to a Dynamic Matrix
What's New - February 2023
Simplified Online Report Runner
The online report runner has a simplified workflow that makes it quicker and easier to run reports. Choose the report, add or modify filters, and run with the press of a button. As before, you have the option of saving the report as a “favorite report” with preset filters.
Use Cases:
- Use Case #1: A company wants to print all past inspections for a project.
- Use Case #2: A company wants to print a history of open and fixed deficiencies for a responsible party.
Directions:
New Setup Screens for Report Activation and Scheduling
With over 150 available standard reports, FTQ360 now has an easier way to find and activate reports for the online report runner, schedule standard reports, and automate favorite reports with preset filters to specific email addresses. Search, sort, and descriptions with keywords allow you to find what you are looking for fast.
Use Cases:
- Use Case #1: Company wants a list of past due issues to email to responsible parties every week.
- Use Case #2: Company wants project managers to receive a list of all issues marked "Ready for Review (R4R)" every day.
Instructions:
New Responsible Party Setup Screens
A new responsible party setup screen is easier to use than ever. All existing precision permissions are there - in the same style of the checklist and project setup screens.
Use Cases:
- Use Case #1: Company wants to add new Subcontractor to their Responsible Party list.
- Use Case #2: Company wants to update which projects are accessible to a Responsible Party
Instructions:
A Simplified, Limited Entry Inspector Permission Role
A new inspector role allows clients and third party inspectors to use the inspection screen, but are limited to rating a checkpoint, taking pictures and making observation notes. The other checkpoint details are hidden from them, but visible you, including responsible parties, date, reason/corrective action codes, comments, corrective action notes, ready for review status, and key metrics. The main use to allow restricted users to provide you with their inspection observations, but isolate them from details of your corrective action process. Perfect for subcontractors to report completion of their work, or clients to document and approve your completion of your work.
Directions:
Deficiency and Key Metric Dashboards Now List Detail Records
Do you want to see exactly what data is behind a deficiency dashboard? After making the filter selections on the dashboard panels, press the “Show Details” button and a listing grid is displayed. It lists all deficiencies that are shown on the current view of the dashboard. Press the download icon and the current listing is downloaded in spreadsheet format.
Use Cases
- Use Case 1: A QM uses the dashboard to identify a checkpoint with the highest total cost. He pushes the show details button and the deficiencies are listed in a familiar format.
- Use Case 2: A QM uses the dashboard to identify the responsible party with the most deficiencies. He reviews the list of deficiencies to get an overall understanding of the nature of the issues and decide if preventive actions are needed. He can jump to the inspection for a closer look at any item.
Directions:
New %FTQ Accuracy Dashboard
% FTQ is a first time quality performance measure that calculates the number of checkpoints rated as FTQ as a percent of all rated checkpoints (FTQ + FIXED + OPEN). You can see which vendors are your top and bottom performers and drill down to understand strengths and weaknesses. Click “Show Deficiencies” to see additional details. This is very useful on future projects for identifying the highest quality vendors or assessing lesser vendor quality risks.
Use Cases:
- Use Case 1: A QM evaluates subcontractor performance on FTQ%.
- Use Case 2: A QM evaluates which category of work needs process improvements.
Directions:
Enhanced Asset / Equipment Features
You can assign an asset or equipment from one project to another project. The assignment history tracks all transfers in and out of projects. This enables full documentation of the asset lifecycle when coupled with shipping and receiving condition inspections as well as periodic maintenance and service reports.
Use Case:
- Use Case 1: Move an asset or equipment to different projects and track maintenance records.
Directions:
Login with Google or Microsoft Authentication
Users can login to FTQ360 with their company email address. Authentication will be provided by Google or Microsoft as the case may be. The only requirements are that the company email service provider be Google or Microsoft (including Azure) and the email address is the FTQ360 username. This allows the vast majority of companies to control access to FTQ360 through their corporate cybersecurity protocols that govern authorized users and authentication requirements such as two-factor.
Use Cases
- Use Case 1: A company uses Microsoft for administering their corporate identity authentication and allowable users. FTQ360 will recognize users authenticated by the company.
- Use Case 2: A user has Google as the email administrator. The user pushes the google button and FTQ360 will recognize the identity of the user as verified by Google.
Non-English Language Characters for Menus
Now international characters (e.g. , Spanish) and script characters (e.g., Asian) are widely supported by FTQ360. If you want to configure an entire account to be language-specific then update the 75+ preference terms and the characters will be threaded through FTQ360 screens and menus (except for some hardwired English words). If only specific projects or checklist templates are for use with a specific language, then the characters you enter in the setup will be seen by users as they carry out their inspections.
Use Cases
- Use Case: Egyptian customer needs the menu headers to display in Arabic so that the inspectors can read the text
Directions
Duplicate a Project or Phase (with ITP)
Now you can duplicate a project to create a new project. This provides a consistent QAQC process among similar projects. All of the project phases and all the ITP (inspection and test plans) are duplicated, then they can be updated to the project-specific requirements. Within a project you can use a similar process to duplicate a phase and the related ITP. You would do this when a phase is repeated, for example a set of rough-in MEP inspections is repeated for every floor of a high rise building.
Use Cases
- Use Case 1: A general contractor has a project that can be used as a template for setting up another project.
- Use Case 2: A GC has standard project templates different types of buildings.
Directions:
Misc.
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A header checkpoint can be inserted once for a dynamic matrix or set of dynamic checkpoints. dynamic checkpoint. The feature is also useful for adding standard checkpoints below a matrix., The versatility of feature is that the visibility of any checkpoint can be triggered by the use of connected dynamic checkpoint.
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Checklist formulas have been expanded once more to include date-related formulas such as number of hours or days between date-times. These are particularly useful in manhour reporting tables and calculating durations.
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A trend panel has been added to deficiency and key metric dashboards. This will help you see if things are getting better or worse.
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A new equipment/asset report that prints out all inspections organized by equipment (FTQ-401ix)
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On the inspection screen, copying the inspection id will give you a hyperlink that you can paste into a text or email.
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Deficiency listing grids now include all five key metrics. Use the cogwheel icon to manage the columns and make the key metrics you want visible where you want to see them.
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