What's New for Mar., Apr., May

Release Date: Wednesday night, 5/6 at 9 pm ET

SETUP

• Project & Phase Access for User Settings:  These new settings will let you give or limit users access to project data on Inspections, Dashboards, and Reports Screen. The Project Access setting is good for showing users only what they need to see (simplification) as well as showing users only what you WANT them to see (security).  Note: Your account might use a different term for "Project" such as "Community" or another preference.
  • Add a New User

• Examples for setting up different Inspector Types - All newly added users will have "View", "Edit," and "Create" permissions by default. Note: You can set a preference for whether newly added users are given access to all projects or no projects by default. 
  
  • Project Managers who do not do inspections, audits or observations
    • Set Project Access to "View" for their projects
    • Select Run Rpts. and Data In/Out on the Permissions screen to give access to Dashboards and Reports for their projects
  • General Inspectors, Foremen, Superintendents, QA Personnel, and others who do inspections, audits, and observations
    • Set Project Access to "View", "Edit", "Create" for their projects
    • Select "Data Overwrite/Delete on the Permission screen to allow users to Delete inspections
  • Third-party Inspectors from different organizations
    • Setup Project Phases that are specific to the work each Third-party inspection company will be inspecting if you do not want them to see inspections done by other companies
    • Set Project Access to "View", "Edit", Create" for their projects and only the phases you want them to access.
    • Do not select "Restricted" on the Permission screen unless you do not want them to make changes on inspections for which they are not the inspector.
  • Subcontractors who will only respond to open items/actions
    • Select "View", "Edit" and "Restricted" on the Permissions screen.
    • No need to change Project Access. They will only have Project Access if they are assigned an action on a project.
  • Subcontractors who "Self-inspect"
    • Select "View", "Edit" and "Self Insp. Only" on the Permissions Screen.
    • Select/deselect Checklists as needed
    • Set Project and/or Phase Access for the for their projects and only the phases you want them to access.
  • Customers, Project Owners and Management who just want to do surveillance and do not do inspections, audits or observations
    • Set Project Access to "View" for their projects
    • Select Run Rpts. and Data In/Out on the Permissions screen to give access to Dashboards and Reports for their projects

Helpful Tip: Use the User Setup screens (Proj. Access and Permissions) when giving individual users/inspectors access to multiple projects. Use Project Setup screens (Project Inspectors and Phase Inspectors) when giving multiple users/inspectors access to individual projects and/or phases.  
Guidelines for Setting up User Permissions

• Changes to Project/Phase Inspector Settings: The Project/Phase Access Settings mentioned above are also available in the Project Setup area. Use Project Setup screens when giving multiple users/inspectors access to individual projects and/or phases. Use the User Setup screens when giving individual users/inspectors access to multiple projects.  For Project Inspector settings, go to Setup > Project Setup Process. Select each Project and then select "Project Inspectors" on the left-hand Process Menu. If you'd like to set Phase Access, select the Project, then the Phase, then "Phase Inspectors" on the left-hand Process Menu.
  • Define Project Inspectors

• Safety or Quality "Category Types": To help you analyze Safety and Quality inspection data separately, we've added a "Category Type" field to the Category Setup Page. Choose "Quality" or "Safety" type for each Category. That's it. You'll choose the Category for each checklist as usual. Then, as inspections are completed, you'll be able to see separate inspection data for Quality and Safety category types on most dashboards. If you don't use FTQ360 for Safety, you can repurpose this Category Type for something else. Maybe Commissioning, Manufacturing or Fabrication? 
  • Add or Edit Categories

• Key Metric "#" Column: We've added a Read-only "#" column to the Key Metric Setup screen so that it's easy to identify Key Metric #1, which is the only Key Metric that appears on multiple lists and dashboards -- including the View Recent Deficiencies, All Deficiencies List, Priority Open Item Dashboard and Responsible Party Dashboard. Remember, Key Metrics are customizable, so your Key Metric #1 as well as the other Key Metrics can be different.
  • Add Key Metrics

MOBILE APP

• Please Use the iOS FTQ360 Mobile App instead of Labs App: For iOS device users, we're moving away from having two iOS apps and will only be supporting the FTQ360 Mobile app starting June 1st. The latest Mobile app version is 8.2. Please download and begin using this now. The newest app includes:
  • *Photo zoom in viewer. (new feature)
  • Rotate photo in editor.
  • Undo-redo in photo editor.
  • FTQ360 app opens from links on web pages and other applications
  • Upload photos from album or camera roll.
  • Ability to optimize photo resolution for efficiency and detail in account settings.
  • Warning of device memory exceeded error.

MENU & SCREEN CHANGES