SETUP

Checklist Setup Process

• Create a Hotspot Checkpoint (Updated 7/28)
• Add a New Checklist (Final)
• Edit a Checklist (final)
• Activate, Deactivate or Delete a Checklist (final)
• Add a Checkpoint to a Checklist (Updated 7/26)
• Edit a Checkpoint in a Checklist (Updated 7/26)

-- Checklist Setup Process (Advanced View)

• Checklist Setup (ADVANCED VIEW) (Updated 7/19)
• Checkpoint Types (final)
• Checkpoint Setup (ADVANCED VIEW) (Updated 7/13)
• Add or Edit Job Ready Scores to Inspection Entry Screen (ADVANCED VIEW) (Final)
• Set Responsible Party/Subcontractor - Checklist Filters (ADVANCED VIEW) (updated 7/13)

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 Responsible Parties for a Project (Final)
• Define Project Inspectors (Updated 7/17)

-- Project/Community Setup Process (Advanced View)

• Phase/Lot Setup (ADVANCED VIEW) (Updated 7/18)
• 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)
• Customize Project Details (ADVANCED VIEW) (Updated 7/19)
• Project Setup (ADVANCED VIEW) (Updated 7/19)

Responsible Party/Subcontractor Setup Process

• Turn on Reports for Responsible Party/Subcontractors (final)
• Add, Edit or Delete Responsible Party/Subcontractor (final)

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

• Setup a Responsible Party (ADVANCED VIEW) (Updated 7/21)
• Associate Checklists to a Responsible Party (ADVANCED VIEW)
• Add a Crew to a Responsible Party (ADVANCED VIEW) (Updated 7/17)

Checklist Sharing Library

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

ITP Template Setup Process

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

Administration > User Setup Process

• Add a User (Updated 7/21)
• Edit, Deactivate or Delete a User (final)
• Add or Edit User Permissions (final)

Administration > Import

• Import Checklists (Updated 8/09)
• Import Checkpoints to a New or Existing Checklist (Updated 8/09)
• Import Projects/Communities (final)
• Import Phases/Lots (final)
• Import Responsible Parties (Updated 8/09)

Administration > Account Management

• Edit Company Details (updated 8/10)
• Change Account Manager (updated 8/10)
• Manage Subscriptions (final)
• Add Free Users (View and Edit Only)(Updated 8/10)

Administration > Attachment File Manager

• View and Download Attachments (final)

Customizations > Customization Preferences

• Customize Preferences in FTQ360 (updated 8/10)

Customizations > Common Checklist Items

• Add Common Checkpoints (Updated 8/14)
• Add or Edit a Category (final)
• Add or Edit Standard Inspector Scores (updated 8/14)

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

• 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 (Updated 8/2)
• Review Recurring Issues/Modify Checklists (Updated 8/4)
• Identify and Track Hotspot Checkpoints (Updated 8/4)

Develop and Implement Your Improvement Strategies

• Coach and Train Underperformers
• Reward and Recognize Top Performers