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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.

[ ] Reopen 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 Labor resources to Time Sheets with a Labor Crew.

[ ] Add Assignments to Time Sheets.

[ ] Add Previously Used Resources to Time Sheets.

[ ] Assign Laborers with a Labor Crew.

[ ] 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.

[ ]  Share a Layer.

Attached Files

[ ] Add an Attached File.

[ ] Delete an Attached File.

[ ] Add a Link to an attachment.

[ ] Delete a Link to an attachment.

[ ] Set a primary 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 them 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 access to that feature).

[ ] 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 and manage Projects in Scenario Builder.

[ ] Convert projects to work.

[ ] 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.

[ ] Create and view child records.

[ ] 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.   

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