Organization: Settings
The settings section of your organization is where you will populate all of your Company information and standards that will be used on your project.
General
In this tab, you can upload your company's logo and information. This information will be used to populate the cover pages and documents that are generated in Part3. You can also update your company's discipline and this will be used as the Prime Consultant's discipline on all projects.
Disclaimers
You can create and modify your company-level disclaimers at your organizational level. These disclaimers will be used on cover pages and documents generated in Part3.
Step 1: To create a disclaimer, click + Add New.
Step 2: Enter the title and disclaimer verbiage that you want to use. Click 'Create'.
Note -You can use the gear icon to modify or archive your disclaimers at any time.Read more here.
Cover Pages
Now that you have created all of your Disclaimers, you can start to customize your cover pages!
Part3 uses standard industry terms, but we know that it's not a one-size-fits-all scenario. Companies and projects name documents differently!
This chart shows you the current naming convention in Part3, other terms we see in the industry, and a brief explanation of how the document is intended to function.
To populate your document cover pages, follow these steps!
Step 1: Select which document you would like to populate
Step 2: Enter all 3 fields for the document name and ID. This will appear on all documents generated in Part3, as well as in your quick-creat menu on your projects.
Step 3: Select a disclaimer from the dropdown list (this will show you all the disclaimers you created at your company level). If you do not have any disclaimers to choose from, click '+ Add new'.
Step 4: Click 'Save Settings'.
Report Layouts
Field reports are typically created on every construction project. To help standardize report layouts across your company, you can save different report layouts.
To create a report layout, you must first create a report and then save that layout. To learn more about how to create and save layouts,click here.
All layouts will be saved at the organization level.
Layouts can be renamed or deleted at any time by selecting the gear icon.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io