SETUP
Setup checklists, projects, responsible parties, and users. -- Plan, Setup and Manage your Project Quality Management process.
Checklist Setup Process
- Add a New Checklist (Updated 8/17)
- Edit a Checklist (Updated 8/17)
- 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 (updated 4/11)
-- 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 (updated 8/20)
- Checkpoint Setup (ADVANCED VIEW) (Updated 7/13)
- Add or Edit Job Ready Scores to Inspection Entry Screen (ADVANCED VIEW) (Final)
Project/Community Setup Process
-- Project/Community Setup Process (Advanced View)
- Phase/Lot Setup (ADVANCED VIEW) (Updated 6/18)
- Select an ITP Template for a Phase/Lot (ADVANCED VIEW) (final)
- Add an Inspection Checklist "Plan" to a Project Phase (12/11)
- Add or Edit Equipment (ADVANCED VIEW) (Updated 7/19)
- Add Locations (ADVANCED VIEW) (updated 7/18)
- Customize Project Details (ADVANCED VIEW) (Updated 7/19)
Responsible Party/Subcontractor Setup Process
-- Responsible Party/Subcontractor Setup Process (Advanced View)
- Steps for Setting-up a Responsible Party & Crew
- 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
ITP Template Setup Process
Administration > User Setup Process
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)