Configure Projects And Items Efficiently
This tutorial guides you through setting up projects and items within the C-MAP. You will learn how to create customers, configure projects, and manage items effectively.
Step-by-Step Walkthrough
Introduce Project And Item Setup
Hi, today we will explore how to set up a project and items in C-MAP.
Create Customer Entity
Before we can begin setting up projects and items, we first need to create a customer.
Enter Customer Details
Begin by entering the company name, contact name, email, phone number, and image. This information is used solely as metadata and will be linked to your projects. Once you are satisfied with the details provided, simply click submit.
Open Projects Menu
Once you have created your customer, navigate to the Projects menu and select the customer for whom you are creating this project.
Enter Project Details
Once you have selected a customer from the dropdown, proceed to enter the Project Name, Description, and Comments. If you have any additional specifications you would like to include for this project, please add them in the Specification area.
Customize Project Settings
Each project is created with a set of default values for weather conditions. These determine whether the application reports that a specific day is suitable for continuing work or not. You can also customise these to meet your needs.
Customise Report
Next, you have the report settings. From here, you can customise the primary colour of the report, as well as hide or show different sections.
Reference Products In Tasks
Next, we'll set up a product. A product represents the material used for painting work.
Add Drawing
Once a product is set up, we will create a Drawing. The Drawing added here will later be available for adding coating annotations during tasks and activities.
Create Item
Finally, we will create an Item record. Start by selecting a Project. Next, add the item name, barcode number, and description. If you have a barcode available for the item, you can use the square icon next to the barcode field to scan and autofill the barcode number for the item.
Begin Defining Coating Code
Next, we will define the number of coats required for this item. By default, up to 6 coats are available. If you need to add more than this, select "Other" and provide additional details. For each coat, you can specify a different product name, colour, DFT, and thinner values.
Set Task Requirements
To begin, click on the button for the required tests located just below the previously configured coating system. This action will open a menu for selecting task requirements, enabling you to specify which tasks are mandatory, optional, or not required at all.
Understand Task Status Indicators
Once you have selected the correct project and item, another menu of tasks will be displayed for that item. Tasks previously marked as required will feature a red outline, while those that are not required will have no outline. Lastly, tasks designated as optional will be outlined in grey.
What You've Learned
You have successfully set up customers, projects, products, drawings, and items with detailed metadata and task requirements. This configuration prepares the project for inspectors and field workers, facilitating efficient project management and reporting within the application.