This article provides information about the Settings/Configuration/Lists page.
...
List Type | Summary Usage |
Construction Type | For Projects (optional). The classification and fire rating for the project's buildings or structures. |
Contact Role | For Projects (optional). A reference person's association to a project. |
Country | For Projects, users and contacts (optional). Used for address records. |
| Occupancy | For Projects, building occupancy classifications refer to categorizing structures based on their usage and are primarily used for building and fire code enforcement. |
Source | For Standard Comments (optional). Typically, the year and name of code base from which content is sourced for Standard Comments (IBC 2012); see Standard Comment Library. |
State | Optional. Used for address records. States are filtered by Country. |
Street Direction | Optional. Used for address records. |
Street Type | Optional. Used for address records. |
...
| Info |
|---|
When a new project is created, either the For Permitting or For Design Review ‘Purpose’ is chosen. This determines which set of lists will be used for the project going forward. Changing the purpose is not allowed once the new project record is saved. |
Adding List Records
- From the Configuration/Lists page, choose the appropriate Purpose and List Type.
- Select the + button to open the List record detail form.
- Enter a descriptive Label.
- Enter a four (4) character Abbreviation. (Alpha and numeric characters only.)
...
The image below shows the default settings for the Assignment Status list records in the For Permitting purpose.
Recap of the business rules for Workflow Lists (Project Status, Assignment Status and Comment Dispositions)
- Choose the appropriate Parent List Item to manage workflow.
- Each internal Parent list record requires one list record that is Active and is Default.
- Provide a descriptive Label and Abbreviation.
- Choose a color to be used through the application.
- Add alternate List records as desired, and ensure their 'Default' toggle is off.
...
| Info |
|---|
New assignments will be created with the default, active 'Not Started' status. The assignment status will automatically change to the default, 'Active' status when users begin their plan review. |
...
Inactivating or Deleting List Items
- Toggle off the List Item is Active option to prevent it from being used in the future.
- List records that are inactivated will not appear in the dropdown controls.
- When a list record is inactivated, any project, document, assignment records that rely on the list record will show the list abbreviation and or list Label as a read-only value.
- In this situation, we recommend choosing another active list record.
- Inactivated records can be restored at anytime by toggling the 'Is Active' setting to On.
...