How to set up your project
Inspection Template and Location tree setup
By Louis and 1 other2 authors16 articles
For Setting Up a New Project
A collection of articles to assist in setting up a new project on Visibuild.
- How to request a new projectStep by step guide on requesting a new project on Visibuild
- How to add companies and users to your projectHow to add your own team members to a project, invite external companies, manage roles, and handle companies that aren't yet on Visibuild.
- How to build your project location treeHow to build a project location tree in Visibuild, either directly in the platform or via CSV upload, with examples covering piling, structure, fitout, infrastructure, and more.
- Understanding roles and permissionsA plain-English breakdown of the four roles in Visibuild, what each one can and can't do, and how to change someone's role on a project or company.
- How to create an approval workflow for issues created in VisibuildDesignate and automate reviewers to any newly created issues
Inspection Templates
Build, manage and review inspection templates that power your QA programme — from single checklists to multi-stakeholder ITPs.
- How to build & edit a template from scratchHow to build an inspection template from scratch in Visibuild, add required fields, set assignees and reviewers, and publish it to your project.
- How to import from your company's template libraryUsing and editing standardised templates from your company in your projects
- How to generate templates from files using VisiAIQuickly create Visibuild templates from your existing ITPs and ITCs.
- How to build a multi-stakeholder inspection templateLearn how to link other templates to your project template to create a multi-stakeholder inspection.
- How to initiate a Template ReviewA step by step guide to creating a new project template and sending it for head contractor review
- How to add reviewers to a templateLearn how to approve and send templates to additional reviewers in your project
- How to build a template for a dynamic multi-phase inspection processHow to structure templates in Visibuild when your inspection process isn't linear, using nested overall and specific checklists to cover daily, per-element, and post-install checks under a single parent.
- How to mandate project template reviewA project setting to mandate all templates created or imported by Project Partners to be reviewed before publishing.
- How to duplicate project templatesHow to copy an existing project template so you can adapt it for a different element or specification without starting from scratch.
- How to build a great Concrete Pre & Post Pour templateBest-practice guidance for structuring concrete pour inspection templates in Visibuild, including pre and post pour stages, hold points and subcontractor tasks.
- How to create a sample approvals templateHow to set up a sample approval workflow in Visibuild, track approval status across your project, and use QR codes to link physical samples to their digital records.