SETUP

Checklist Setup Process

• Add a New Checklist
• Edit a Checklist
• Activate, Deactivate or Delete a Checklist (updated 8/17)
• Add a Checkpoint to a Checklist (Updated 8/21)
• Edit a Checkpoint in a Checklist (Updated 8/21)
• Add a Dynamic Checkpoint

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-- Checklist Setup Process (Advanced View)

• Associate Project(s) with a Checklist
• Associate Inspector(s) with a Checklist
• Checklist Setup (ADVANCED VIEW) (Updated 6/18
• Checkpoint Types
• Checkpoint Setup (ADVANCED VIEW) (Updated 7/13)
• Add or Edit Job Ready Scores to Inspection Entry Screen (ADVANCED VIEW) (Final)

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Project/Community Setup Process

• Add a New Project/Community
• Edit or Delete an Existing Project (updated 8/17)
• Add or Edit a Phase/Lots (final)
• Define Project Checklists (updated 6/15)
• Define Responsible Parties for a Project (Final)
• Define Project Inspectors (Updated 7/17)

-- 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) (final)
• Add or Edit Equipment (ADVANCED VIEW) (Updated 7/19)
• Add Locations (ADVANCED VIEW) (updated 7/18)

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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 (final)

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

• Assign a Resp. Party Crew or Person to a Project
• View and Select Projects Assigned to a Resp. Party (updated 10/13)
• Setup a Responsible Party (ADVANCED VIEW) (Updated 7/21)
• Associate Checklists to a Responsible Party (ADVANCED VIEW)
• Add a Crew/Responsible Person to a Responsible Party (ADVANCED VIEW) (updated 5/02)

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 (Updated 8/17)
• Setup a Restricted User with "View Only (non-license)" permissions (12/11)
• Add or Edit User Permissions
• Add or Edit User Linked Accounts

Administration > Import

• Import Logs (updated 8/22)
• Import Crews & Users (updated 5/02)
• Import Equipment (Updated 8/17)
• Import Checklists (Updated 8/09)
• Import Checkpoints to a New or Existing Checklist (Updated 8/09)
• Import Projects/Communities (updated 5/15)

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Administration > Account Management

• Edit Company Details
• Change Account Manager
• Manage Subscriptions
• Update Credit Card Information
• View Payment History
• Add Free Users (View and Edit Only)

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Administration > Attachment File Manager

• View and Download Attachments (Attachment File Manager))

Customizations > Customization Preferences

• Set ITP Progress Calculation Preferences
• Customize Open Item Past Due Default Days
• Customize Preferences in FTQ360
• Customize checkpoint boxes
• Preference for 4 or 2 Images per Row on Reports
• On/Off New Checklist Activation in Projects and Phases

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Customizations > Common Checklist Items

• Add Common Checkpoints (Updated 6/18)
• Add or Edit a Category (final)

Customizations > Company Department List

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

Customizations > Communication List a.k.a Corrective Actions List

• Add or Edit Checkpoints to a Corrective Action List
• Add or Edit a Corrective Action List (? about Copy)

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 (Updated 8/4)