Learn CivilPro Cloud

Sign In to CivilPro

• Sign In to CivilPro Cloud
• Sign In to CivilPro Cloud Using a Single-Sign-On Service
• Troubleshooting - User unable to sign in

Administrator - Getting Started

• Manage Subscription Settings
• Manage Teams (Users & Associates)
• Add Roles
• Add (Invite) Users
• Re-send a User Invite / Delete a User Invite
• Remove a User from a Project / Mark a User Inactive

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Administrator - Creating & Managing Projects

• Create a Project
• Manage Project Settings

User Settings

• Change Own User Password (Non- Administrator)
• View Your Own User Permissions (For Non-Administrators only)

Setting up the QA registers for a new project

• Add Work Types
• Add Area Codes
• Add an Image Layer (survey/plan)
• Add Control Lines
• Add Test Methods
• Add Test Properties

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Other Setup

• Create Basic Workflows for Approvals
• Create Advanced Workflows for Approvals
• Create Custom Fields Using Custom Registers
• Create Custom Lot Numbers Using Custom Registers
• Set Up and Save Custom Views in Registers

Adding Inspection Test Plans (ITP) for a new project

• Create ITP
• Import ITP from CSV files
• Import ITP from existing projects in CivilPro (Repository)
• Add Tests to ITP
• Submit ITP for Client Approval
• Create and Link Standing Approvals to ITP

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Lot Register

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

Using the ITP Checklists

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

Test Register

• Create a Test Request
• Notify Tester (for Test Request)
• Notify Result (for Test Request)

Survey Requests

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

Non Conformance Report (NCR)

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

Contract Notices (RFI)

• Set Up Contract Notice Templates
• Create and Send a Contract Notice

Document Management / Photos

• Upload Files to Filestore
• Monitor Emails Sent via Email Log
• Add Photos

Payment

• Add Schedule Items
• Create Progress Claims
• Create a Variation
• Assign Quantities to Lots / Add Floating Quantities
• Statusing Quantities

Notifications

• Create, Send and Edit Notifications

General/Miscellaneous

• How to create a CSV file
• Export Registers as Excel Files