Cartegraph OMS Testing Outline
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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.
[ ] Enter Stock and Non-Stock Materials.
[ ] 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.
[ ] Set up Price Quotes for Non-Stock Materials.
[ ] 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.
[ ] Create a container/component relationship.
[ ] Mark Records as Active or Inactive.
[ ] Retire an Asset.
[ ] GIS Integrate Assets.
[ ] Manage Asset's Colors.
[ ] Spatial Analysis (if applicable).
[ ] Use the Building and Floor selectors (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, measured by, 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.
[ ] Upload an offline map file in Map Administration (if using Cartegraph One offline)
[ ] 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.
[ ] Set up a few estimates in Resource Estimate Manager.
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.
[ ] Select the asset, task, and request layers you want to view on the map.
[ ] In the list panel, sort tasks and requests by Priority, Date, or Proximity.
[ ] Select a task or request from your list or from your map to view and edit details, including location.
[ ] From the map, view and then edit the Asset details, including location.
[ ] Create point, line, and polygon assets.
[ ] Create tasks for Assets and/or Non-Assets.
[ ] Create requests.
[ ] Create tasks from requests.
[ ] Create requesters.
[ ] 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.
[ ] Attach photos to a given task, asset, or request using the camera.
[ ] Upload files and images from the device to a given task, asset, or request.
[ ] Add a linked attachment to a given task, asset, or request.
[ ] Add attachments to an inspection.
[ ] Use Capture feature on the fly to recognize assets and capture its details to speed up asset collection.
[ ] Search for records by ID or key words.
[ ] Use the bar code scanner to search for records by ID or text fields.
[ ] Add or edit task equipment and material logs using the bar code scanner.
[ ] Use the Address Search on the map screen and create screens.
[ ] Go Offline, view, edit, and create, and then go back Online.