Insert excerpt |
---|
| Onsite Inspect Knowledgebase |
---|
| Onsite Inspect Knowledgebase |
---|
nopanel | true |
---|
|
Insert excerpt |
---|
| Onsite Inspect User Guide |
---|
| Onsite Inspect User Guide |
---|
nopanel | true |
---|
|
Option -
Resources > Projects...
This section details the functionality available from the Resources > Projects area. It should be noted that projects can be manually added in this area though if you are using Framework and have Integration the projects and customers should be created for you automatically.
Expand |
---|
title | Searching for Projects |
---|
|
Image Added When you select Projects you will see a screen similar to the one shown above. The Search For option gives you a powerful search facility that will pattern match any of the display columns so you can type in any part of the Prooject, Location, Manager or Supervisor and the view will be filtered to show you matching projects.
|
...
|
When you click on the Add Project button you will be presented with the Add Project screen that is broken into two sections
The General Details section allows you to define information relating to the people related to the project and attach an image Image AddedThe Location Details section allows you to define the location of the project.
It is a mandatory requirement to define the Timezone of the Project. Image Added When you click Save you will be shown the Projects screen for your new project.
Image Added |
Expand |
---|
title | Adding an Inspection to a project |
---|
|
When a project is first added you will need to click on the + on the Inspections accordion
Image AddedWhen you do this the Add Inspection screen is displayed.
Image Added |