SETUP

Checklist Setup Process

• Add a New Checklist (Final)
• Edit a Checklist (final)
• Activate, Deactivate or Delete a Checklist (final)
• Add a Checkpoint to a Checklist (Final)
• Edit a Checkpoint in a Checklist (final)

-- Checklist Setup Process (Advanced View)

• Checklist Setup (ADVANCED VIEW)
• Checkpoint Types (final)
• Checkpoint Setup (Updated 5/23)
• Add or Edit Job Ready Scores to Inspection Entry Screen - Final
• Set Responsible Party/Subcontractor - Checklist Filters (updated)

Project/Community Setup Process

• Add a New Project/Community (final)
• Edit or Delete an Existing Project (Final)
• Add or Edit a Phase/Lots (final)
• Define Project Checklists (final)
• Define Phase/Lot Checklists (Updated 5/23)
• Define Responsible Parties for a Project (Final)

See all 7 articles

-- Project/Community Setup Process (Advanced View)

• Phase/Lot Setup (ADVANCED VIEW)
• Select an ITP Template for a Phase/Lot (ADVANCED VIEW) (final)
• Add or Edit Equipment (ADVANCED VIEW)
• Customize Project Details (ADVANCED VIEW)
• Project Setup (ADVANCED VIEW)

Responsible Party/Subcontractor Setup Process

• Add or Edit a Responsible Party (updated 5/18)

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

• Setup a Responsible Party (ADVANCED VIEW)
• Associate Checklists to a Responsible Party - Advanced Feature (updated)
• Add a Crew to a Responsible Party (Updated 5/23)

Checklist Sharing Library

• Download a Checklist from the Shared Library (Updated 5/18)
• Submit a Checklist to the Shared Library (Final)

ITP Template Setup Process

• Setup an ITP Template (Almost final - question for Ed about Offset?)

Administration > User Setup Process

• Add a User (Updated 5/18)
• Edit, Deactivate or Delete a User (final)
• Add or Edit User Permissions (final)

Administration > Import

• Import Checklists (Updated 5/23)
• Import Checkpoints to a New or Existing Checklist (Updated 5/23)
• Import Projects/Communities (final)
• Import Phases/Lots (final)
• Import Responsible Parties (Updated 5/23)

Administration > Account Management

• Edit Company Details (updated 5/25)
• Change Account Manager (updated 5/25)
• Manage Subscriptions (Updated 5/25, Need to review)
• Add Free Users (View and Edit Only)(ADVANCED VIEW)

Customizations > Customization Preferences

• Customize Preferences in FTQ360 (updated 5/25)

Customizations > Common Checklist Items

• Add Common Checkpoints (Updated)
• Add or Edit a Category (final)
• Add or Edit Standard Inspector Scores (updated)

Customizations > Company Department List

• Add or Edit Company Department List (updated)

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

• Limit User's view to specific project only

Setup Your Quality Management System

• Plan Your Inspections and Select Your Checklists (Draft)
• Setup Your Project (Draft)
• Setup Project Communications (Draft)

Manage Your Quality Management System

• Review Inspection & Open Item Dashboards (Draft)
• Review Recurring Issues/Modify Checklists (Draft)
• Identify and Add Hotspot Checkpoints (Draft)

Develop and Implement Your Improvement Strategies

• Coach and Train Underperformers
• Reward and Recognize Top Performers