Create new project
First of all, you have to set the project name and chose which configuration (Project template) to use for the project. The configuration holds: checklists, issues and reports that are pre-configured for your company.
When the project is created based on a configuration, please follow these steps to complete the set up:
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- Define which subprojects where drawing position is NOT mandatory
- Do this by downloading: $Kalender.pdf
- Upload the same fil under "Drawings" within the subproject
- Typically there's a sub project for HSSEs and Incidents where drawing position is not used - Add user groups
- Create user groups for project
- Set permissions for user groups
- Tag which groups to be displayed in the responsible lists
Read more here - Add users
- Add internal users to project
- Invite external users to project
- Add users to user groups
Read more here - Set up automatic reports
- Define which reports to be sent automatically
- Define when and to who they should be sent
Read more here - Set up notifications
- Who should receive notifications?
- In which cases should notifications be sent?
Read more here - Model based project? If yes - read this section!
- Upload master and additional models
- Upload drawings in the correct folder
- Map 2D and 3D with polygons
Read more here - Model based project? If no - read this section!
- Create folder structure
- Upload drawings
- Create polygons
Read more here - Upload project files
Read more here - Set up app home page
- Add information pages for the app users
Read more here
- Define which subprojects where drawing position is NOT mandatory
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