Setup - Defect management lists

The content of this article

• Create fields

• Field description

• Setup locations and drawings

• Split a drawing into sections

Create fields

Purpose

Create custom fields for your registrations.

Background

You can create the fields you need for your registrations. The fields define the information you want to enter at each registration.

Things you should be attentive to

• You must be an administrator on a Capture list to be able to change the setup.
• If you want information regarding setup options and description of fields go to this guide: Field description.

How to

1. Open a capture list
2. Go to the menu "Setup"
3. Go to the tab "Fields"
4. Click "Add"
5. Enter a name and define the field "Data type"
6. The rest of the fields are visual and advanced setup opportunities for the field - read more about the options in the guide: Field description
7. Finish with "OK"

Field description

Purpose

Visual and advanced setup options for each field in the setup.

Background

You can set up custom fields, and advanced settings for each field.

Things you should be attentive to

• You must be an administrator on a Capture list to be able to change the setup.
• If you need to create a new field - Follow this guide: Create fields.

Setup locations and drawings

Purpose

Upload drawings to your Capture List and associate them with locations.

Background

On your Capture List, locations are made up of two things; The drawings you upload and the list fields you create to define your location.

Things you should be attentive to

• You need to create "list" type fields for your locations.
• For example, if you want to build your structure with floors and rooms, you must first create a list field with the floors, and then a new list field for rooms, which you depend on floor. See the example under "How to".

How to 

You must go through the following 3 steps:

• Step 1: Create list fields to your locations
• Step 2: Upload drawings
• Step 3: Connect drawings and locations

Step 1: Create list fields to your locations

You need to start by choosing the structure of your location. In this example, we create a location structure with floors and rooms.

1. Open your Capture List
2. Go to the "Setup" menu
3. Click the "Add" button
4. Enter the name of your first location (Here we enter "Floor")
5. Select "List" by "Data type:"
6. Click "Edit" 
7. Enter the data that suits your first location (Here we enter all the floors)
8. Click "OK"
9. Click "OK" again (the guide will continue under the picture)
10. Click the "Add" button to create another field
11. Enter the name of your next location (Here we enter "Room")
12. Select "List" by "Data type:"
13. Select the name of the list field you created for your first location under "Depends on:" (Here we select "Floor")
14. Click "Edit"
15. Enter the data that fits (Here we enter the rooms that fit the different floors)
16. Click "OK"
17. Click "OK" again (the guide will continue below the picture)

Step 2: Upload drawings

1. Go to the "Setup" menu
2. Go to the "Drawings" tab
3. Click "Add" if the drawings should be uploaded from your computer - Otherwise you can click "Transfer" if the drawings should be transferred from a project or tender
4. Wait for the drawings to be converted (The guide will continue below the picture)

Step 3: Connect drawings and locations

1. Go to the "Setup" menu
2. Go to the "Locations" tab
3. Click the "Settings" button
4. Select your list fields you have created in the dropdown menus (Here we select "Floor" as location 1 and "Room" as location 2)
5. Click "OK"
6. The locations are loaded and you can now see all your set up locations (The guide continues below the picture)
   
7. From each location, select the drawing that fits in the dropddown menu that says "Select"
8. Continue this until all locations have a drawing that matches
   

Split a drawing into sections

Purpose

Split a drawing into sections - For example, if you have a very large and detailed drawing.

Background

You can split a drawing into sections, to make it more manageable, or to divide it into rooms or apartments, for example.

Your sections can then be connected to your locations, exactly as described in the guide: Set up locations and drawings.

How to

1. Open your Capture List
2. Go to the menu "Setup"
3. Go to the tab "Drawings"
4. Mark an imported drawing and select the function "Section"
5. Click "Add"
6. A red square (section) is created, and can be moved by 'drag & hold' the red dot in the middle
7. Click "Rename" and enter a name for the section and click "OK"
8. Finish with "OK"