Using Onsite Inspect for non-build projects
- Matthew Garrett
Overview
This article explains how you can use Onsite Inspect for non-build projects such as;
Company vehicles.
Apprentices.
Work experience staff.
This article assumes you have an understanding of the DMS and does not go into extensive detail on the individual actions.
Create a Structure
Log into the DMS as a System Administrator, go to Administration > Document Structures and select Add Document Structure.
Add the Document Structure and the folders required.
Create a Document Type
Add a Document Type that belongs to the new structure
Add a DMS Automation
Within the Inspection Template add a DMS Automation to add the inspection to the new Document Type.
Create a Project
Refer to this article for instructions on adding a project within Onsite Inspect.
In Platform ensure the project is linked to a Document Site.
Adding an inspection to the DMS
When your project has been created and you have enabled it for Document Management you can add the inspection to the project.
When the inspection is submitted in the example automation set up the document is added to the DMS.
In the DMS when you browse to the project you can see the inspection report has been added.
