SETUP
Setup checklists, projects, responsible parties, and users. -- Plan, Setup and Manage your Project Quality Management process.
Checklist Setup Process
- Checklist Form Setup Process
- Formulas for Standard Checkpoints
- Formulas for Matrix tables
- Legacy Checklist Setup Process
- Edit a Checklist
- Activate, Deactivate or Delete a Checklist
-- Checklist Setup Process (Advanced View)
- Formulas Functions and Syntax
- If/Then Checkpoint Logic
- Create a Pre-Filled Matrix
- Create a Dynamic Matrix
- Button Auto Options
- Dynamic Matrix Calculations & Formulas Overview
Project/Community Setup Process
- Project Setup Process
- Add a New Project/Community (Legacy Screen)
- Edit or Delete an Existing Project
- Add or Edit a Phase/Lots
- Define Project Checklists
- Define Responsible Parties for a Project
-- 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)
ITP Template Setup Process
Responsible Party/Subcontractor Setup Process
-- Responsible Party/Subcontractor Setup Process (Advanced View)
Checklist Sharing Library
Administration > User Setup Process
- User Setup and Permission Screens
- 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
Administration > Account Management
- Custom triggered alerts
- Home Pages
- Edit Company Details
- Change Account Manager
- Start your FTQ360 Subscription
- Upgrade or Downgrade Your Subscription
Administration > 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