Skip to main content
Cartegraph Campus

Cartegraph OMS Testing Outline

This is a list of Cartegraph's base features and is a testing guideline. Follow up with your Cartegraph representative for any additional features specific to your presentation.

Requests

[ ] Create a Request for an Anonymous Requester

[ ] Create a Request for an Existing Requester

[ ] Add Requester Information

[ ] Add Existing Requester to an Existing Request

[ ] Edit Requester Information

[ ] Add Anonymous Requester to an Existing Request

[ ] Close a Request

[ ] Create Task from a Request

[ ] Go to an Associated Task from a Request

[ ] Remove a Request from a Task

[ ] Prevent Duplicate Requester Entries

[ ] Request Security

Tasks

[ ] Create a Task

[ ] Complete a Task

[ ] Re-open a Task

[ ] Delete Tasks

[ ] Generate Route (if applicable)

[ ] Set Key Dates

[ ] View Tasks by Assigned Labor

[ ] Create Task from a Request

[ ] Convert Projected Tasks to Open Tasks

[ ] Convert non-Asset Task to Asset Task

Resources

[ ] Distribute Resources

[ ] Enter Resources

[ ] Add Assignments to Time Sheets

[ ] Add Previously Used Resources to Time Sheets

[ ] Transfer Materials between locations

[ ] Bulk Transfer materials

[ ] Repair Logs

[ ] Order Materials

[ ] Receive Materials

[ ] Distribute Shipping, Tax or Percent when Ordering

Work Orders

[ ] Create a Work Order

[ ] Add New Task to a New Work Order

[ ] Add New Task to Existing Work Order

[ ] Add Existing Task to New Work Order

[ ] Add Existing Task to Existing Work Order

[ ] Remove Tasks from a Work Order

Inspections

[ ] Create Inspect Task

[ ] Start Inspection

[ ] View an Inspection

[ ] Edit an Inspection

[ ] Reopen a Completed Inspection

Filters

[ ] Create Filters

[ ] Create Advanced Filters

[ ] Add a Filter Prompt

[ ] Change a Layer Color

[ ] Change a Layer Name

Attached Files

[ ] Add an Attached File

[ ] Delete an Attached File

[ ] Add a Link to an attachment

[ ] Delete a Link to an attachment

Assets

[ ] Create an Asset

[ ] Edit an Asset

[ ] Link Assets

[ ] Duplicate an Asset

[ ] Delete an Asset

[ ] Mark Records as Active or Inactive

[ ] Retire an Asset

[ ] GIS Integrate Assets

[ ] Manage Asset's Colors

[ ] Spatial Analysis (if applicable)

Other

[ ] Change Your Password

[ ] Filter Esri web maps using a tag

List and Map Views

[ ] Choose different Basemaps

[ ] Edit a List View

[ ] Select or Sort Columns

[ ] Use Map Filter

[ ] Sort/Group Selected Records

[ ] Use Task Calendar

[ ] Apply layer

[ ] Add a quick filter to a layer

[ ] Add an advanced filter to a layer

[ ] Share layers

Analytics Dashboard

[ ] Create a gadget of each type

[ ] Edit a gadget by changing its recordset, grouping, and color palette

[ ] Share a gadget

Administration

[ ] Create Cartegraph User

[ ] Create Cartegraph Roles

[ ] Update User

[ ] Inactivate User

[ ] Assign Role Permissions

[ ] Create Notification Manager subscriptions

[ ] View Error log

[ ] Update System Settings

[ ] Create Layouts and assign it to Roles

[ ] Create Fields

[ ] Modify existing fields

[ ] Create Libraries

[ ] Modify existing Libraries

[ ] Create Child recordset

[ ] Modify Child recordset

[ ] Create Formats for Import and Export

[ ] Run Imports and Exports

[ ] Create GIS Associations (if applicable)

[ ] Asset Condition Manager (if have Advanced Asset Extension)

[ ] Run a background task and view the results in the Scheduled Process Log

[ ] Create a smart field

[ ] Record Filter Administration

[ ] Add custom basemaps in Map Administration

[ ] Setup Custom Geocode service in Geocode Settings

[ ] Manage Assets' default color in Asset Color Manager

[ ] Create a Preventative Maintenance Plan

[ ] Create and Run Scenarios of different Types

[ ] Create Automations in Automation Manager

[ ] Set System Access to different status levels

Cartegraph for iPad

[ ] Sign in using your Cartegraph desktop credentials.

[ ] Choose between your own hosted Esri map or stock Apple Maps.

[ ] Create point, line, and polygon assets. Edit asset and task locations directly on your map.

[ ] Create tasks for Assets and/or Non-Assets. Sort tasks by Priority, Date, or Proximity.

[ ] Select a task from your list and automatically see it on your map. Select that point to view task details, including associated assets.

[ ] Filter and select the asset layers you want to view.

[ ] Add an Asset layer, delete an Asset layer, or change an Asset layer's color 

[ ] Conduct inspections and enter information on the spot.

[ ] Perform PCI Inspections (for those with Pavement assets only)

[ ] Enter Labor time, Equipment, Material, and Other resources used to complete the task.

[ ] View and edit the Task details.

[ ] Use the iPad camera as a barcode scanner to fill the Asset ID field.

[ ] Attach photos to a given task using your iPad camera or choose a file from the Photo Library.

[ ] Generate route (if applicable)

Cartegraph One

[ ] Sign in using your Cartegraph desktop credentials or Esri credentials.

[ ] Create point, line, and polygon assets. Edit asset and task locations directly on your map.

[ ] Create tasks for Assets and/or Non-Assets. Sort tasks by Priority, Date, or Proximity.

[ ] Select a task from your list or from your map to view and edit task details.

[ ] View and edit the Asset details.

[ ] Conduct inspections and enter information on the spot.

[ ] Enter Labor time, Equipment, Material, and Other resources used to complete the task.

[ ] Select the asset layers you want to view on the map.

[ ] Attach photos to a given task or asset using the camera.

[ ] Use Capture feature  on the fly recognize assets and capture its details to speed up asset collection.   

  • Was this article helpful?