We've made a start on setting up your licence in Acuite for you. The first step is for you to set up some regions. When you add projects to Acuite, you can group and report on regional performance. .
1. Setting up Regions
We've already added a few regions into Acuite for you. You can keep the ones we've added, or edit them and add some others. You'll see these regions on the portfolio dashboard.
This is done within the System Settings > Locations menu. Edit, delete or Add locations.
When you are setting up a new project, you will select the region that you want to add the project to.
2. Project Setup
We've pre-loaded a couple of projects into Acuite for you.
You'll need to update the project names and addresses of these example projects:
Click on the project name to go to the project dashboard.
Select Project Settings > Project Details
Type in the project name (over the example name)
Add the location from the dropdown list
Type in the project address and press "Lookup on Map"
Save
You'll now see your project on the portfolio dashboard.
3. Adding New Projects
In the portfolio view (with the map), you'll see an Add New Project button in the menu. All admin users will see this, but other users need to be given the permissions to do this. Follow the prompts to "Create a Project Manually".
QUALITY SETTINGS
The next step will guide you through setting up quality checklists and defects.