Overview

The quality workflow starts with the creation of an ITP.

Depending upon the projects workflow, the ITP may be raised by the Subcontractor or the Head Contractor and can go through an approval process prior to being APPROVED.

Once approved, the ITP forms the basis for all other QA documents.

ITPs are split to create Lot forms which are used to manage all quality tasks required for a parcel of work. A checklist on the Lot form is used to indicate when a section of work is 100% complete.

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

Create an ITP

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

2. Start typing ITP in the search bar or select it from the correspondence select menu.

3. The new ITP window will display. Depending on your project set up the ITP may be addressed to the person responsible for approving it via distribution rule. If not, address to the relevant person.

4. Confirm/change the status of the ITP.

5. Fill in or select form information relating to:

Structure/Component;
Construction Process;
Specification; and
Revision 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.

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

Add Row

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

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.

Task fields may be adjusted to support your workflow.

Import from Excel to a List

We've improved and simplified the way you import data from excel into a List on modern forms.

Now you can simply click on the Import from Excel button in your list control, download the template and browse and attach that file to import data into excel.

You can also append or overwrite data on the list using the Import function.

Classic Forms

When importing to a classic form, use the code for options of select userfields. Using the description will not import correctly.

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

Filter a List by its Header Columns

We've enabled column filtering for lists on Modern forms now so that you can filter the list on a form to quickly drill down into the information that matters to you.

Field types that can be filtered

Text
Select
Radio
Checkbox
Date

All other field types are excluded from Column filters.

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