PAID FEATURE
A payed license is required
What is a List?
Lists are communication groups that allow you to manage and centralise communication, documents, tasks/points and inspection forms.
After having created a project or having been invited to it, you can create a list (if you have a payed license).
Creating a Blank List
1. Start by accessing your project and click on the list section in the navigation menu on the left side:
2. Click on the purple plus "+" button:
3. Then, click on ‘blank list’ to configure a fully customisable list:
Note: The other two tabs, “Quality Control Plan” and “Security Control Plan”, are designed to guide you step by step through the creation of a communication group dedicated to Forms control within the application.
General Information
4. After selecting a blank list, a new window opens with the General information tab being displayed. The fields marked with an asterisk (*) are mandatory and must be filled in:
Here is an overview of the general information fields:
Title: fill in the list title
Code: fill in the list code. Default value: first 4 letters of the list title
Type of numbering: choose how to number your future points. Please see our FAQ for more information about point numbering.
First occurrence number: when creating the list, you may choose which first occurrence number to use.
Date: the date at which the new list was created is displayed by default, can be updated later on.
Author: name of the person having created the list is displayed by default. After having invited participants to the list, you will be able to choose one of them as the author.
Floor: free field
Building: free text field
5. Save the data by clicking on the green checkmark icon in the top right corner:
6. After saving the created list, you can choose to create a new list occurrence by clicking on the plus "+" icon (A), or edit the filled in information if necessary by clicking on the pencil icon (B):
Note: (B) If you wish to create a next occurrence, keep in mind that the point ID number of alle NEW points in this list wil start with "2" if the previous list occurrence was "1". Once you create a new occurrence, you will no longer be able to generate a report of the current occurrence:
Report Information
7. After saving the general information of the list, you can now click on the "Report Information" tab and then click on the pencil icon to edit the report information:
All details that are filled into the "Report Information" tab will be displayed in reports that are generated later from this created list:
Report header
Report footer
Additional information
Transferred
8. In the ‘Transferred’ tab, you can add documents that were previously transferred out of the application to keep a complete history overview.
To add a transferred document, click on the pencil icon to edit, and then click on the plus "+" icon:
A)
B)
You can fill in the following information:
Document name
Transmission date
From (sender)
To (addressee)
Approved
How to Update an Existing List
To update an existing list:
1. Click on the lists section.
2. Custom created lists (marked by purple icons on the left), and Private and Public lists (marked by blue icons on the left) will be displayed in the lists overview.
3. With your cursor you can hover over a custom created list you wish to update, and you will be able to see the gear (settings) icon that appears.
4. Then click on the gear icon to update the list's general information, report information, and transfer history as shown in the previous steps of this FAQ article:
Note: When changing the numbering type, the new numbering will also be applied to points that were previously created in the list.
Got a problem? Contact our support here or ask your questions online directly on the app.