Account Settings - Types

In this article


Types Overview

Types can be added for field observations, checklists, and reviews.

The image below shows review types, but all type settings work the same way.

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Adding a New Type

1
Click the Add New button in the upper right corner.
2
Enter a name for the type.
NOTE For review types, you will also select either Design or Construction as a phase.
3
Click Save.

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Editing a Type

1
Click the Edit button to the right of the type row.
2
Change the name of the type.
3
Click Save.

Default standard type settings are included with each new account, but you can customize everything to your preferences.  For example, field observation types might include Architect or “Commissioning. Checklist types might include Start-Up, Pre-functional, or Safety. Review types might include Design, Submittal, or LEED.

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