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Overview

The quality workflow starts with the creation of an ITP.

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Action Points, Survey and Test Requests are all split from the Lot form.

Let's Get Started

1. Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.

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5. Fill in or select form information relating to:

Image AddedStructure/Component;

Image AddedConstruction Process;

Image AddedSpecification; and

Image AddedRevision No.

 

6. To add ITP tasks you have the choice to either add each row individually by clicking 'Add Row' or importing the tasks from the clipboard using an excel spreadsheet with columns titled to match the ITP requirements.

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7. Once you have added all the ITP tasks, click Submit to issue the document.

Add Row

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Add Row
Add Row

1. Click Add Row to access the ITP Task bar.

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2. Fill in Task Details for Item No., Task, Frequency, Applicable Standard, Method, Acceptance Criteria, Action and Responsibility.

3. To add another Task to the ITP, Click Add Row.  Continue to add rows until the ITP Task list is complete.

Note

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Task fields may be adjusted to support your workflow.

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lmport form Clipboard

1. Prepare your excel spreadsheet using the titles shown in the ITP Task bar as the titles for your columns.

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2. Copy the data including headings to the clipboard by highlighting and clicking copy on the excel task bar.

NB:

Note

The number of columns in the spreadsheet must match the number of columns in the ITP task bar.


3. Go to your ITP and click Import from clipboard.

4. The data copied to the clipboard will be added to your ITP. 

  NB:  the

Note

The import process will not be complete until you submit your document.