How-to Guides

Each guide walks you through a specific task from start to finish — pick the one that matches what you need to do. For background on how each feature works, see the Reference section.

Project Data

Add, edit, filter, and bulk-update items on the Project Dashboard — Filtering and Sorting, Equipment, Associated Equipment, Documents, Defects, Actions.

Inspections

Install the app, download a work pack, complete check sheets, and upload results — Installing the App, Downloading an IWP, Filling In the Check Sheet, Uploading Results, Merging Work Packs, Reviewing and Approving.

Data Management

Import, export, and back up project data — Importing Data, Exporting Data, Backing Up Projects.

Account Administration

Set up projects and manage user access — Creating a Project, Inviting Users.