Add tests and inspections

Step 1: Enter the test and inspection header information

1. Go to Projects and select the appropriate project from the list.
2. On the project home page, select Test / Inspections in the Quality Control section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number as needed.
5. Optionally, select the Prime Contract.
6. Optionally, update the Test # as needed.

   The test number is automatically generated and is required.

7. Optionally, select the meeting Type from the dropdown.

   Administrators can specify the test and inspection type options in Settings () > Feature Settings > QC & Safety.

8. Enter a Subject.
9. Optionally, enter a Description of the test.
10. Optionally, enter any of the following References:
    • Test Frequency
    • Standard Test #
    • Spec. Section
    • Other
11. Select Next.

Step 2: Add information about the samples taken

• If you do not prefer to add samples in this step, select Skip.

• To add information about the samples, do the following:

  1. In the Defaults for Samples Test Results section, enter the following information:
     1. Enter the person that supervised the prepared samples in the Prepared By Contactfield.

        Alternatively, you can use the magnifying glass icon () to select a contact from the project directory.

     2. Optionally, enter the Location where the samples were taken.
     3. Optionally, enter the firm responsible for testing the samples in the Testing Company field.

        Alternatively, you can use the magnifying glass icon () to select a company from the project directory.

     4. Optionally, enter the location where the samples are to be taken for testing in the Testing Facility field.
     5. Select the Status.

        Options include Pending, Compliance, and Non-Compliance, with Pending as the default.

  2. In the Samples Taken section, enter the following information for each sample:
     1. Select the Sample Date.
     2. Optionally, select the Sample Time.
     3. Optionally, enter the person who supervised the prepared samples in the Prepared By column.

        The contact specified in the Defaults for Samples Test Results section is automatically populated in this field, but can be changed.

     4. Optionally, enter the Location where the sample was taken.

        The location specified in the Defaults for Samples Test Results section is automatically populated in this field, but can be changed.

     5. Enter the Quantity of the sample.
     6. Optionally, enter the sample Size.

        For example, EA, CuYd, CuFt.

  3. To add more samples, select Add New Line and repeat step 2.
  4. Select Add & Next.

Step 2: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the sample.

• If you do not prefer to add or upload files in this step, select Skip and Finish.

• To add or upload files, do the following:

  1. To upload files from your local drive, do the following:
     1. Select one or more files on your local hard drive and drag them to the Drag files here section.

        Alternatively, select Add to find and upload files from your local drive.

        You can select or drag and drop up to 48 files at a time. To add more, repeat the process. All selected files are uploaded together, and the total size must not exceed 500 MB.

     2. In the dialog, select Yes. Process in background to create the record immediately while the files continue uploading in the background.

        When the upload is complete, you’ll receive an email confirming whether the files were uploaded successfully.

     Unsupported special characters in filenames are automatically replaced with underscores (_).
  2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
     1. Select Link Existing Files and select one of the following options:
        • Drawings & Specs
        • Photos
        • All Other Records

     2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

        If All Other Records is selected, the dropdown lists only features with existing linked files.

     3. Select one or more files from the list.
     4. Select Link & Close.

        These files will be added automatically to the record and will not be shown in the Drag Local Files section.

        You can only link existing files that were uploaded to records within the same project or lead.
  3. Select Add and Finish.