| Priority | Article | Status | Article Started? | % Complete/Draft | SME Review | Final Review | Published |
|---|---|---|---|---|---|---|---|
| 1 Import/Export Assets | |||||||
| 1 | Import/Export Assets | Reviewed by SMEs | Yes | 100% | Yes | MET | Published 7/19/21 |
| 1a | Overview-Import/Export Assets | Draft article complete | Yes | 100% | Ready for SME Review | ||
| 2 Custom Forms | |||||||
| 2a | Custom Forms | Reviewed by SMEs | Yes | 100% | Yes | MET | Published 7/19/21 |
| 2b | Deploy Custom Forms | Reviewed by SMEs | Yes | 100% | SME review complete | MET | Published 1/20/22 |
| 2c - NEW | Add a Code Reference | Ready for Review | Yes | 100% | Ready for SME Review | ||
| 2d - NEW | Overview-Create a Custom Form | Draft complete | Yes | 100% | Ready for SME Review | ||
| 3 Reporting | |||||||
| 3a | Custom Reports | Reviewed by SMEs | Yes | 100% | 9/1 Connor provided thorough feedback for all articles. New category created - Examples of Reports needs to be reviewed (below). | MET | Published 11/10/21 |
| 3b | Examples of Reports | Ready for Review | Yes | 100% | In process - Article review follow-up email sent to Connor 10/17 - revisions made - SME review complete | MET | Published 11/10/21 |
| 3c | Merged Reports | Ready for Review | Yes | 100% | In process - Article review request email resent 10/17 - SME review complete | MET | Published 11/10/21 |
| 3d | Report History | Ready for Review | Yes | 100% | In process - Article review request email resent 10/17 - revisions made - SME review complete | MET | Published 11/10/21 |
| 3e - NEW | Overview - Create a Custom Report | Draft Complete | Yes | 100% | Ready for SME Review | ||
| 4 Best Practices | |||||||
| 4a | Best Practices | Ready for Review | Yes | 100% | SME review complete | MET | Published 10/27//21 |
| 4b | Submit Support Request | Ready for Review | Yes | 100% | SME review complete | MET | Published 11/16/21 |
| Priority | Article | Status | Article Started? | % Complete/Draft | SME Review | Final Review | Published |
| 5 Asset Definitions | |||||||
| 5a | What is an Asset Definition? | Ready for Review | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5b | Getting Started | Ready for Review | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5c | How to Edit Asset Definitions | Ready for Review | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5d | How to Use Text Field Type | Ready for Review Note: Added on-screen help screenshot changes (icon) to article 1/10 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5e | How to Use Choice Field Type | Added article 1/28 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5f | How to Use Read-Only Field Type | Added article 1/28 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5g | How to Use Checkbox Field Type | Added article 1/28 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5h | How to Use Text Area Field Type | Added article 1/28 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5i | How to Use the Column Feature | Ready for Review Note: Added on-screen help screenshot changes (icon) to article 1/10 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5j | How to Add Conditions to Required Field | Ready for Review - Note: Adding Code Reference screen changes (new) to article Ready for Review Note: Added on-screen help screenshot changes (icon) to article 1/10 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5k | How to Add Additional Field Types | Added article 1/28 - Updated article with Code Reference description and Link to Code Refs | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5l | How to Add a Custom Field Type | Added article 1/28 | Yes | 100% | SME review 1 complete 2/1 review 2 in complete 3/3 | MET | |
| 5m | How to Deploy an | Placeholder | |||||
| 5m | Overview-Asset Definitions | placeholder | No | ||||
| 6 Assets Form | |||||||
| Priority | Article | Status | Article Started? | % Draft Complete | SME Review | Final Review | Published |
| 6a | What Is the Assets Form? | Draft Complete 12/21 | Yes | 100% | SME review in process | ||
| 6b | How to Use the Assets Form | Draft Complete 01/05 | Yes | 100% | SME review in process | ||
| 6c | How to Add Assets to form | Draft Complete 12/21 | Yes | 100% | SME review in process | ||
| 6d | How to Edit /RemoveAssets | Draft Complete 01/05 | Yes | 100% | SME review in process | ||
| 6e | Floating Control Window | Draft Complete 12/21 | Yes | 100% | SME review in process | ||
| 6f | Search/Filter bar used with Barcoding | Draft Complete 01/05 | Yes | 100% | SME review in process | ||
| 6g | Special Filters | Draft Complete 01/05 | Yes | 100% | SME review in process | ||
| 6h | Reset Last Tested Date | Draft Complete 01/05 | Yes | 100% | SME review in process | ||
| 6i | Scrolling | Draft complete 12/21 | Yes | 100% | SME review in process | ||
| 6j | Inspection Progress | Draft Complete 12/21 | Yes | 100% | SME review in process | ||
| 6k | Legend | Draft Complete 01/05 | Yes | 100% | SME review in process | ||
| 6l | Overview-Assets Form | placeholder | |||||
| Priority | Article | Status | Article Started? | % Draft Complete | SME Review | Final Review | Published |
| 7 Define Zone Maps | |||||||
| 7a | What is a Zone Map? | Complete | Yes | 2nd SME Review complete 3/3 | MET | Published 03/05/22 | |
| 7b | What is the Define Zone Maps Feature? | Need to locate/create/add example of actual Zone Map for overview in article | Yes | 2nd SME Review complete 3/3 | MET | Published 03/05/22 | |
| 7c | How to Map Assets | Mapping functionality - Map#, Pos, Type, Location, Mapped - Article steps created adding new screens with better floor plan | Yes | 100% | 2nd SME Review complete 3/3 | MET | Published 03/05/22 |
| 7d | How to Import a Floor Plan | creating new floor plan image to use in article/example | Yes | 100% | 2nd SME Review complete 3/3 | MET | Published 03/05/22 |
| 7e | Overview-Define Zone Maps | Draft Complete | Yes | 100% | Ready for SME Review | ||
| 8 Deficiency Attachments | |||||||
| 8a | What is the Deficiency Attachments Feature? | Draft article complete 1/14 | Yes | 100% | Reviewed by KG, CP | MET | Published 1/16/22 |
| 8b | How to Add a Deficiency Attachment with Caption (Field) | Draft article complete 1/14 | Yes | 100% | Reviewed by KG, CP | MET | Published 1/16/22 |
| 8c | How to Add a Deficiency Attachment with Caption (Form) | Draft article complete 1/14 | Yes | 100% | Reviewed by KG, CP | MET | Published 1/16/22 |
| 9 Code References | |||||||
| 9* | Overview-How to Create Code References | Draft article complete | Yes | 100% | SME Review | ||
| 9a | What is a Code Reference? | Draft article 100% | Yes | 100% | SME review | ||
| 9b | How to Create the CSV File | Draft article 100% | Yes | 100% | SME review | ||
| 9c | How to Upload the CSV File | Draft article 100% | Yes | 100% | SME Review | ||
| 9d | How to Add a Default Code Reference | Draft article 100% | Yes | 100% | SME Review | ||
| 9e | How to use the Default Code References Filters | Draft article 95% - Search? | Yes | 95% | SME Review | ||
| 9f | How to Set the Profile Default on a Code Reference | Complete | Yes | 100% | SME Review | ||
| 9g | How to Set the State Default on a Code Reference | Draft article 100% | Yes | 100% | SME Review | ||
| 9h | How to Set the Location Default on a Code Reference | Draft article 100% | Yes | 100% | SME Review | ||
| 9i | Custom Forms Add Code References | Created new article How to Add Code References to a Custom Form | Yes | 100% | SME Review | ||
| 9j | Custom Forms Edit a Custom Form | Added Code Reference as an option and linked to How to Add a New Code Reference article | Yes | 100% | SME Review | ||
| 9k | How to Edit/Delete an Existing Code Reference | Draft article complete | Yes | 100% | SME Review | ||
| 9l | How to Edit/Delete an Existing Default Code Reference | Draft article complete | Yes | 100% | SME Review | ||
| 9lm | How to Export a Code Reference to CSV | Draft article complete | Yes | 100% | SME Review | ||
| 9n | Examples | Article started | Yes | ||||
| 9 - NEW | Overview-How to Create Code References | Draft article complete | Yes | 100% | Ready for SME Review | ||
| 10. Glossary | |||||||
| 10a Glossary | Glossary of Terms | Draft created - work in progress | Yes | N/A | Ready for Team Review | ||
| 11 Inspector Help | |||||||
| 12 FAQs's | |||||||
| Admin | |||||||
| FAQ | How do I Deploy a Form? | Draft Complete | Yes | 100% | Ready for Review | ||
| FAQ | How do I Preview a Form? | Draft Complete | Yes | 100% | Ready for Review | ||
| FAQ | How do I Make Changes to a Custom Form? | Draft Complete | Yes | 100% | Ready for Review | ||
| FAQ | How do I Create a New Custom Form? | Draft Complete | Yes | 100% | Ready for Review | ||
| FAQs | When Should I use an Expanding Table on a Custom Form? | placeholder | |||||
| FAQ | How do I Copy a Custom Form? | placeholder | |||||
| FAQ | How do I Transfer a Custom Form? | placeholder | |||||
| FAQ | How do I Review and Approve Inspections? | ||||||
| FAQ | How do I find my Customers? | ||||||
| FAQ | How do I add a new Customer? | ||||||
| FAQ | How do I merge Customers? | ||||||
| FAQ | Hoe do I delete a Customer? | ||||||
| How do I allow an Inspector to automatically upload Reports? | |||||||
| What does Days Til Due Mean on my home page mean? | |||||||
| Am I able to Import my own Device? | Inspector? | ||||||
| How do I recover a Lost Form? | |||||||
| How do I update my Deficiencies? | |||||||
| How do I update a Report after I have updated Deficiencies? | |||||||
| How do I edit a Report after it has been processed? | |||||||
| How do I Review a Report after it has been processed? | |||||||
| Can a Report be automatically emailed to a Customer? | |||||||
| Can a Report be automatically emailed to our Admins? | |||||||
| Can a Report be automatically emailed to Inspectors | |||||||
| Can more than one person be working on a report at the same time? | |||||||
| FAQ's Inspector | Article | Status | Article Started? | % Draft Complete | SME Review | Final Review | Published |
| Inspection Process Overview | Yes | 100% | Ready for Review | ||||
| Inspector Home Page Overview | Yes | 100% | Ready for Review | ||||
| How do I Login? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Recover my Password? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Download Locations to my Device? | Yes | 100% | Kim | Published 6/20/22 | |||
| Can I save an Incomplete Form? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Find my Incomplete Forms? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Review and Approve an Inspection? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Upload my Completed Forms? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Make Changes to a Location or Contact? | Yes | 100% | Kim | Published 6/20/22 | |||
| How do I Add an Assembly? | Yes | 100% | Ready for Review | ||||
| How do I Add a New Location? | Yes | 100% | Ready for Review | ||||
| How do I remove a single Location? | Yes | 100% | Ready for Review | ||||
| How do I use Bar Codes? | Yes | 100% | Ready for Review | ||||
| Can I View History if I did not Complete the Inspection? | Yes | 100% | Ready for Review | ||||
| Can Incomplete Forms be Shared between Inspectors? | Yes | 100% | Ready for Review | ||||
| Do I need to Enter my Asset Information for every Inspection? | Yes | 100% | Ready for Review | ||||
| What if I arrive at a Customer Site and do not have Internet Access? | Yes | 100% | Ready for Review | ||||
| 13 Queries & Letters | |||||||
| 13a | What is the Queries & Letters Feature? | ||||||
| Misc | |||||||
| General Setup Admin | No | ||||||
| Managed Companies | No | ||||||