Creating a Doc

Creating a new doc is straightforward. This guide will walk you through the process of setting up a doc using the creation form.

Starting a New Doc

1. Navigate to the Docs page.
2. Click the Create Doc button located at the top right of the doc list.

The Create Doc Form

When you click "Create Doc," a form will appear on the side of the screen. You'll need to fill in the following details:

1. Select a Template

The first step is to choose a Doc Template. Templates are pre-configured setups that determine which fields and settings your doc will have.

• Select the appropriate template from the dropdown menu (e.g., "Standard Installation", "Maintenance Visit").
• Note: The available fields in the form may change depending on the template you select.

2. Client and Site Information

Next, identify who the doc is for:

• Client Name: Enter the name of the client.
• Site Name: Enter the specific site or location name.

3. Doc Details

Depending on the template selected, you may see additional fields to configure:

• Status: Set the initial status of the doc (e.g., DRAFT).
• What3Words: Enter the 3-word location identifier if applicable.
• Scopes:
  • Client Scope: Describe the scope of work agreed upon with the client.
  • Delivery Scope: Describe the specific deliverables for the team.
• Dates:
  • Start Date: When the doc work is scheduled to begin.
  • End Date: When the doc is expected to be completed.

Finalizing Creation

Once you have filled in all the required information:

1. Review your entries to ensure accuracy.
2. Click the Create Doc button at the bottom of the form.

You will be redirected to the new doc's dashboard, where you can start adding worksheets and managing tasks.