Pre-Pour Checklist Setup

Overview

This document outlines how to configure the Pre-Pour Checklist in Concrete Vision using the checklist setup in the Configuration module.

Accessing the Screen

Navigate to Configuration > Quality Control Setup > Pre-Pour Checklist from the main menu (Figure 1).

Figure 1

Using the Pre-Pour Checklist Screen

The Pre-Pour Checklist screen (Figure 2) is where checklist categories and checklist items can be viewed, added, edited, and deleted. Click the + icon (Yellow box, Figure 2) at the far right of a category name to expand a category and view the checklist items within that category.

Figure 2

Adding New Pre-Pour Category

1. Click the Add New button (Green box, Figure 2). This will open the Pre-Pour Category Add/Edit screen (Figure 3) will open.
2. Enter a checklist category name.
3. Enter an order by.
4. Click the Save button to save and view the information, or click the Save & Close button to save this information and go back to the Pre-Pour Checklist screen (Green box, Figure 3).

Figure 3

Editing a Pre-Pour Category

1. Click the + icon (Yellow box, Figure 2) to expand the checklist category.
2. In the first column, click the Edit icon (Red box, Figure 4).
3. Modify the checklist category name as needed.
4. Modify the order by as needed.
5. You can activate or deactivate the category.
6. Click the Save button to save and view the information, or click the Save & Close button to save this information and go back to the Pre-Pour Checklist screen (Green box, Figure 3).

Figure 4

Deleting a Pre-Pour Category

1. Click the + icon (Yellow box, Figure 2) to expand the category.
2. In the first column, click the X icon (Green Box, Figure 4).
3. A popup will ask if the category record should be deleted. Click the Ok button (Figure 5).

NOTE: Only a category that does not have checklist items assigned to it can be deleted. If the category has checklist items assigned to it, the delete button will be disabled.

Figure 5

Adding a New Pre-Pour Item

1. Click on the + button of the Product Category (Purple box, Figure 4). The Pre-Pour Item Add/Edit screen (Figure 6) will open.
2. Enter a checklist item name.
3. Enter an order by.
4. In the Product Categories tab, select the products the checklist item applies to (Green box, Figure 6). Clicking on the check box in the column head (Green arrow, Figure 6) will select all products.
5. Click the Plants tab (Yellow box, Figure 6) and select which plants the checklist items apply to.
6. Click the Tolerance tab (Yellow box, Figure 6) to enter tolerance details (Not Required).
7. Click the Save button to save and view the information, or click the Save & Close button to save this information and go back to the Pre-Pour Checklist screen. (Red box, Figure 6)

Figure 6

Editing a Pre-Pour Item

1. Click on the Edit icon (Orange box, Figure 4) next to the checklist item to edit.  The Pre-Pour Item Add/Edit screen (Figure 6) will open.
2. Modify the checklist item name if needed.
3. Modify the order by if needed.
4. You can activate or deactivate the item.
5. Modify the selected plants if needed.
6. Modify the tolerance if needed (Not Required).
7. Modify the products the checklist item applies to.  Clicking on the check box in the column head (Green arrow, Figure 6) will select all products. 

Deleting a Pre-Pour Item

1. Click the Delete icon next to the checklist item (Black Box, Figure 4).
2. A popup will ask if the item record should be deleted. Click the Ok button (Figure 7).

Figure 7