Getting Started with CivilPro

If you are using CivilPro for the first time, you may not know where to start. This is a guide to help you get started with your project and set up your requisite QA registers before you create your first work lot and start your QA workflows.   

Important Note: Please use CivilPro Web App for the setup especially when inviting users as CivilPro Desktop will not trigger the invite emails to the users.

After you have completed your setup, you can access the synchronized data on your CivilPro desktop by referring to this article: Connect Desktop App to Web App / Cloud via API.

There are three stages in the setup process which progresses as follows: 

Stage 1 

These are mainly administrative tasks that must be performed by your assigned Administrators.   

Stage 1 tasks should be completed in the following order using CivilPro Web App/Cloud : 

1. Set Up User Roles

(Note: CivilPro comes with a list of pre-defined user roles that you can use, however, you can customize the permissions for these roles to suit your requirements). 

2. Create a Project

(Note: you'll be prompted to add users during the project creation process, you can add just one or two users first, and the rest later) 

3. Add / Invite Users 

4. Manage Project Settings

Stage 2

The next stage is to set up all the requisite QA registers such as the Work and Area Codes, Specifications or ITPs, and also the basic workflows for your approvals.

You can either assign a QA supervisor or a project manager with the appropriate role permissions to perform these tasks. See User Roles.

The easiest and quickest way to set up the QA registers is to import the data, see Import Data Into Registers 

In no particular order, Stage 2 tasks include :

• Create Basic Workflows for Approvals
• Add Work Types
• Add Area Codes
• Import ITPs from Repository or Import ITPS from CSV files

Stage 3      

The last stage is to consider the additional setup, which are optional depending on your project requirements and how your team is using CivilPro.

You can either assign a QA supervisor or a project manager with the appropriate role to do these tasks.

In no particular order, Stage 3 tasks include : 

• Add Payment Schedule
• Add an Image Layer
• Add Control Lines
• Add Test Methods
• Add Test Properties
• Add Contacts
• Create groups (for Addressees)
• Create Custom Fields Using Custom Registers 

After Set Up 

After you have set up your project and the requisite QA registers, you are ready to start creating your first Lot and Checklist. These articles will provide you with step-by-step instructions to create a Lot and a checklist : 

• Create Lots 
• Create Checklists - Attach ITPs to Lots

Other features to check out for CivilPro beginners: 

• Set Up and Save Custom Views in Registers 
• Mark a Project as Repository 

We strongly recommend that you explore our CivilPro Help Centre to discover the other features and optimize your user experience. You can also use CivilPro Desktop to manage your data in your project (except when adding new Users, always use the Web App when adding new Users). Instructions are available for both CivilPro Web App and Desktop. You can easily do a search using keywords via our Help Centre. 

If you ever need help or have any questions, please contact our Support team.