SETUP

Checklist Setup Process

• Formulas for Standard Checkpoints
• Formulas for Matrix tables
• Add a New Checklist
• Edit a Checklist
• Activate, Deactivate or Delete a Checklist
• Add a Checkpoint to a Checklist

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-- Checklist Setup Process (Advanced View)

• Formulas Functions and Syntax
• If/Then Checkpoints
• Create a Pre-Filled Matrix
• Create a Dynamic Matrix
• Button Auto Options
• Dynamic Matrix Calculations & Formulas Overview

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Project/Community Setup Process

• Add a New Project/Community
• Edit or Delete an Existing Project
• Add or Edit a Phase/Lots
• Define Project Checklists
• Define Responsible Parties for a Project
• Define Project Inspectors

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-- Project/Community Setup Process (Advanced View)

• Phase/Lot Setup (ADVANCED VIEW)
• Setup an ITP (Inspection & Test Plan) for a Project
• Setup an ITP (Inspection & Test Plan) for a Phase
• Select an ITP Template for a Phase/Lot (ADVANCED VIEW)
• Add or Edit Equipment (ADVANCED VIEW)
• Add Locations (ADVANCED VIEW)

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ITP Template Setup Process

• Change Due Date on a Plan Item
• Setup an ITP Template

Responsible Party/Subcontractor Setup Process

• Responsible Party Overview
• Add, Edit or Delete Responsible Party/Subcontractor
• Turn on Reports for Responsible Party/Subcontractors

-- Responsible Party/Subcontractor Setup Process (Advanced View)

• Assign a Resp. Party Crew or Person to a Project
• Assign Projects to a Responsible Party
• Setup a Responsible Party (ADVANCED VIEW)
• Associate Checklists to a Responsible Party (ADVANCED VIEW)
• Add a Crew/Responsible Person to a Responsible Party (ADVANCED VIEW)

Checklist Sharing Library

• Checklist Shared Library: Download a Checklist
• Checklist Sharing Library: Submit a Checklist (Final)
• Checklist Sharing Library: Categories

Administration > User Setup Process

• Add a New User
• Edit, Deactivate or Delete a User
• Guidelines for setting User Permissions
• Restricted User with "View Only (non-license)" permissions
• Add or Edit User Permissions
• Add or Edit User Linked Accounts

Administration > Import

• Import Asset/Equipment Lists
• Import Assets Assignment History
• Import Logs
• Import Crews & Users
• Import Equipment
• Import Checklists

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Administration > Account Management

• Home Pages
• Edit Company Details
• Change Account Manager
• Start your FTQ360 Subscription
• Upgrade or Downgrade Your Subscription
• Update Credit Card Information

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Administration > Attachment File Manager

• View and Download Attachments (Attachment File Manager))

Customizations > Customization Preferences

• Limit Responsible Party Emails to Assigned Project Only
• Dynamic Matrix Preference: "Copy Any Row" or "Copy Last Row"
• Customize Image Quality (Resolution & Compression)
• Change Inspector Type
• Set Dashboard Filters to Allow "All Projects"
• Set the default for New Responsible Party Added to All Projects

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Customizations > Common Checklist Items

• Add Corrective Action Codes
• Add Reason Codes
• Add or Edit a Category
• Add Common Checkpoints
• Add Key Metrics (Risk Factor)

Customizations > Company Department List

• Add or Edit Company Department List (updated 8/17)

Advanced Options

• Setup Sharing Account: Client/Owner and/or Third-Party Inspections
• Setup Sharing Account: Project Accounts with Corporate Account
• Setup Sharing Account: Architect and Client/Owner
• Limit User's view to specific project only

Setup Your Quality Management System

• Plan Your Inspections and Select Your Checklists
• Setup Your Project

Manage Your Quality Management System

• Review Inspection & Open Item Dashboards (Updated 8/2)
• Review Recurring Issues/Modify Checklists (Updated 8/4)
• Identify and Track Hotspot Checkpoints

Asset/Equipment Setup

• Assets/Equipment Screen