SETUP
Setup checklists, projects, responsible parties, and users. -- Plan, Setup and Manage your Project Quality Management process.
Checklist Setup Process
- Add a New Checklist
- Edit a Checklist
- Activate, Deactivate or Delete a Checklist
- Add a Checkpoint to a Checklist
- Edit a Checkpoint in a Checklist
- Add a Dynamic Checkpoint
-- Checklist Setup Process (Advanced View)
- Create a Pre-Filled Matrix
- Create a Dynamic Matrix
- Button Auto Options
- Dynamic Matrix Calculations (Sum, Avg & Count)
- Associate Project(s) with a Checklist
- Associate Inspector(s) with a Checklist
Project/Community Setup Process
-- Project/Community Setup Process (Advanced View)
- Phase/Lot Setup (ADVANCED VIEW) (Updated 6/18)
- Add an Inspection & Test Plan (ITP) to a Project
- Add an Inspection & Test Plan (ITP) to a Phase
- Select an ITP Template for a Phase/Lot (ADVANCED VIEW)
- Add or Edit Equipment (ADVANCED VIEW) (Updated 7/19)
- Add Locations (ADVANCED VIEW)
ITP Template Setup Process
Responsible Party/Subcontractor Setup Process
-- Responsible Party/Subcontractor Setup Process (Advanced View)
Checklist Sharing Library
Administration > User Setup Process
Administration > Import
- Import Logs
- Import Crews & Users
- Import Equipment
- Import Checklists
- Import Checkpoints to a New or Existing Checklist
- Import Projects/Communities
Administration > Account Management
- Home Pages
- Edit Company Details
- Change Account Manager
- Manage Subscriptions
- Update Credit Card Information
- View Payment History
Administration > Attachment File Manager
Customizations > Customization Preferences
- Customize Image Parameters
- Change Inspector Type
- Add Key Metrics
- Set Dashboard Filters to Allow "All Projects"
- Set the default for New Responsible Party Added to All Projects
- Change the default for Screen Pagination