User Level: Intermediate
This section will walk you through the key functions as they appear in the CivilPro Cloud menu. The help desk is set out in the same structure as CivilPro Cloud. If you are looking for the Progress Claims section for example, it is under the heading Payment. If you are a first time user, you may want to start with the Introduction To CivilPro Cloud section.
Lot Register - Learn about how the Lot Register operates. This is the base of CivilPro Cloud and the CivilPro Lot based Quality Assurance system.
Test Request Register - Coordinating Tests can be a big job for a project of any size. Learn more about how you can simplify your Testing Process and achieve great results.
Non-Conformance Report Register - Things go wrong, that's a given. Learn more about how to manage Non-Conformances in your project and how a good NCR system plays a vital role in comprehensive Quality Assurance.
Checklist Register - Checklist are a field document that were originally only completed by printing and signing copies of them. Learn how the Checklist Register moves your workflows into the era of Cloud Computing.
Specification and Conformance
Approvals - There's no point in Quality Assurance without any Quality. Learn how to manage your Approvals to keep your project up to standard.
Specifications (Inspection Test Plans) - Maintaining Specifications is a big task. Make it smaller and learn how CivilPro Cloud helps to manage your Inspection Test Plans.
Photos - Support your records with visual evidence. Check here to learn about the Photo Register and how to link Photos to your Quality Assurance records.
Quantities - Do you want an easier way to manage Quantities on your projects rather than doing it by hand. Great! This is it.
Variations - "Nothing Goes to plan and it's always over budget". But that's okay, you can manage your Variations with CivilPro Cloud.
Progress Claims - Using CivilPro’s Progress Claims you can use your data to fully manage not only your revenue, but your earned budget, certified amounts, under/over claim and payments owing for both your project, and for individual cost centres. ** Highly Recommended For All Users **
Filestore - The Filestore saves documents that you can link to other records in CivilPro Cloud. Read on if you want to see how this simple start makes a powerful feature.
Email Logs - CivilPro Cloud can automate many tasks for you even sending emails. Make sure you have the right oversight into who is getting which emails with the Email Log.
Quality Assurance Setup
Contacts - CivilPro Contacts let you link both users and non-users to various records for the purpose of notification. Learn how to manage the contacts for your projects.
Work Types - Work Types are a way to define what work is done on which lots. Learn how to manage the work types for your projects.
Area Codes - Area codes are used to assign a lot to a particular area of the project. Learn how to manage the Area Codes for your projects.
Tag Codes - Tag Codes help users to categorise their lots in a more efficient way. Read more to learn about how Tag Codes can improve your project organisation.
Control Lines - Every good project has a control line to work from. Learn how CivilPro can help you manage your control lines.
Test Methods - Quality assurance requires proper testing. Test Methods lets you build standard sets of tests so that your entire project is tested consistently.
Test Properties - Retyping Test Properties across all of your tests can be time consuming and inaccurate. CivilPro Cloud fixes this problem by allowing you to specify Test Properties that can be used as a standard across your projects.
Schedule Items - One of the most important features of CivilPro is the schedule and how it can be used to create Progress Claims. Learn about how CivilPro gives you the power to manage your schedule in a way that no spreadsheet application could.
Image Layers - Image Layers are a new feature to CivilPro Cloud. With the new map capabilities of the CivilPro Cloud system you may want to overlay project plans or other images onto real maps to help show how the project will really look. This is recommended reading for all users.
The approvals system has received a major overhaul in the new CivilPro structure. While it will still work largely how it used to the registers below give you the power to customise your approval system to fit your projects.
Approval Workflows - CivilPro Cloud now allows you to customise your Approval Workflows. Learn how to take your approval system from functional to powerful with this guide.
Approval Templates - Having your approval system work flexibly is nice but what about the actual outputs. CivilPro Cloud has gone cross platform and so has our Template system. Learn about how handling email and approval templates has changed to provide you with more options.