Learn CivilPro Web App/Cloud

Sign In to CivilPro

• Sign In to CivilPro Web App / Cloud
• Second Factor Verification for CivilPro Cloud Login
• Troubleshooting - User unable to sign in

Single Sign-On (Cloud)

• Set Up Microsoft SSO
• Sign In to CivilPro Cloud Using a Single-Sign-On Service
• Login Parameters for Custom Integrations

Administrator - Getting Started

• Getting Started with CivilPro
• Manage Subscription Settings
• Add Roles
• Add (Invite) Users
• Add Existing Users to an Existing Project
• Re-send a User Invite / Delete a User Invite

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Administrator - Creating & Managing Projects

• Create a Project
• Manage Project Settings
• Mark a Project as Repository

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

Teambinder Interface in CivilPro

• Match and Link Lots and Contacts/Users between CivilPro and Teambinder
• Use the Teambinder Functions in CivilPro
• Add CivilPro Lot to Teambinder

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
• Manage Lot Status Using Lot Review
• 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)
• Reassign an Approval to a new Requester

Test Register

• Create a Test Request
• Notify/Email 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
• Edit an NCR
• Request Approval for NCR
• Action NCR Approval Requests (by the Approvers)

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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
• View, Update and Generate Reports for Progress Claims
• Create a Variation
• Assign Quantities to Lots / Add Floating Quantities
• Statusing Quantities

Punchlist

• Create Punchlists
• View and Edit Punchlists

Use Collaboration Tools

• Collaborate with Subcontractors

Notifications

• Create, Send and Edit Notifications

General/Miscellaneous

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