Workflows
- Configure workflows in case the status of documents, tasks or inspections needs to be controlled. See Adding profile information to a folder.
Document, folders and permissions
- Create folders for your documents. See Creating a folder.
- Upload documents in the app or via APIs. See Creating a Document.
- Add permissions to individual documents as required.
Tasks
- Configure task categories. See Task categories.
- Configure recurring tasks for preventive maintenance or for inspections that occur at a well-defined interval. See Recurring tasks.
Quality check
Once data has been imported, the quality of data can be verified. Data quality can be checked by creating custom filters and checking all relevant information of every asset type. See Creating custom filters. Data quality reports can be created for automated quality checks.
- The Portfolio is open.
- Create the necessary data quality criteria for every asset. See Using automated data quality reports.
- The Site is open.
- Select and run the data quality report. See Using automated data quality reports.