Learn CivilPro Desktop (V11)

CivilPro Desktop v11 Manuals & Supplements

• Download Training Manuals & Supplements

Download and Install CivilPro V11 -FAQs

• View CivilPro V11 FAQ articles

Create and Manage a Project (Administrator) (V11)

• Create a Project on a New Database (V11)
• Create a Project on an Existing Database (V11)
• Add Roles (V11)
• Add Users (V11)
• Remove a Role from a User / Change a User’s Role (V11)
• Deactivate a User / Change a User into a Contact (V11)

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User Settings (V11)

• Change Own Password - Non Administrator (V11)

Set Up QA Registers for a New Project (V11)

• Add Contacts (V11)
• Add Area Codes (V11)
• Add Work Types (V11)
• Add Control Lines (V11)
• Add Test Methods (V11)
• Add Test Properties (V11)

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Other Setup (V11)

• Create Basic Workflows for Approvals (V11)
• Create Advanced Workflows for Approvals (V11)
• Create Custom Fields Using Custom Registers (V11)
• Create Custom Lot Numbers Using Custom Registers (V11)
• Set Up Contract Notice Templates (V11)

Lot Register (V11)

• Create Lots (V11)
• Create Checklists - Attach ITP to Lots (V11)
• Manage Lot Status (V11)
• Generate Lot Register Reports (V11)

Add Inspection Test Plans (ITPs) (V11)

• Create ITP (V11)
• Import ITPs from CPX files (V11)
• Import ITPs from Existing Projects (Repository) (V11)
• Add Tests to ITP (V11)
• Set ITP for Client Approval (V11)

Using the ITP Checklist (V11)

• Check and Verify Inspection Points (V11)
• Request Approval for an Inspection (V11)
• Action Inspection Approval Requests (by the Approvers) (V11)
• Change an Approver in an Approval Request (V11)
• Short Circuit an Approval (Revert to Previous Status) (V11)

Non-Conformance Report (NCR) (V11)

• Create a Non-Conformance Report (NCR) (V11)
• Attach NCR to a Checklist Inspection Point (V11)
• Link Photos or Filestore Documents to NCR (V11)
• Request Approval for NCR (V11)
• Action NCR Approval Requests (by the Approvers) (V11)
• Set Manual Approval and Close Out NCR (V11)

Test Register (V11)

• Create a Test Request (V11)
• Notify Tester (V11)
• Notify Results (V11)

Survey Requests (V11)

• Create a Survey Request (V11)
• Notify Surveyor (for Survey Requests)(V11)
• Notify Result (for Survey Requests) (V11)

Notifications ( V11)

• Create, Send and Edit Notifications (V11)

Payment (V11)

• Assign Quantities to Lots / Add Floating Quantities (V11)
• Statusing Quantities (V11)
• Create Progress Claims (V11)
• Update Progress Claims (V11)
• Create a Variation (V11)

Punchlist (V11)

• Create Punchlists (V11)
• View and Edit Punchlists (V11)

Document Management / Photos (V11)

• Create and Send a Contract Notice (V11)
• Add Photos (V11)
• Upload Files to Filestore (V11)
• Monitor Emails Sent via Email Log (V11)

Desktop Quick Tips and Shortcuts (V11)

• Connect Desktop v11 App to Cloud via API
• Enable Fill Up and Fill Down
• Tips and Shortcuts for Using CivilPro Desktop V11