User guides

602 pages. Start with infinitrac V4 User Guides.

• infinitrac User Guides
  • How-to articles
  • infinitrac V4 User Guides
    • V4 English User Guides

      • Contact infinitrac Support
      • Desktop & Mobile Access
      • Glossary
      • infinitrac Layout and Components

        • Data Tables in infinitrac

          • Configure Columns
          • Reload Data
        • Drag & Drop File Upload Tool
        • E-mails and Phone Numbers
        • File Shortcuts
        • File Types in infinitrac
        • Folder Access
        • Folder Tree
        • infinitrac Notifications and Buttons

          • Email Tracking Options
        • Navigation Menu
        • Privileges
        • Project Switch Shortcut
        • Reply by email feature
        • Site Layout
        • Support
        • Text Editor
        • Toolbar Buttons
      • Introduction
      • Modules in infinitrac

        • 1. File Management

          • 1.1 Folders

            • Adding Folders
            • Copy/Paste Folders
            • Cut/Paste Folders
            • Deleting Folders
            • Dissolving Folders
            • Downloading a Folder Structure
            • Editing Folders
            • Restricting Folder Access
            • Subscribe To File Notification
            • Uploading a Folder Structure
          • 1.2 Files

            • Adding Files
            • Copy/Paste Files
            • Cut/Paste Files
            • Deleting Files
            • Downloading Files
            • Duplicate Files
            • Group Files
            • Previewing Files

              • Previewing Files - Supported/Unsupported File Types
          • 1.3 Revisions

            • Add a Revision
            • Convert a Revision
            • Copy/Paste Revision(s)
            • Cut/Paste Revision(s)
            • Delete a Revision
            • Download a Revision
          • 1.4 Trashcan

            • Clearing the Trashcan
            • Recovering Deleted Folders and Files
          • 1.5 File Names
          • File Management Role Access and Security
        • 2. Contact Management

          • 2.1 Users

            • Add User
            • Delete User
            • Display Deleted Users
            • Enable/Disable User
            • Expire Tokens
          • 2.2 Contacts

            • Add Contact
            • Convert Contact Into User
            • Delete Contact
          • 2.3 Contact Groups

            • Contact Group Detail View

              • Add Contact(s) to a Contact Group
              • Delete Contact(s) from a Contact Group
            • Contact Group List View

              • Add a Contact Group
              • Delete a Contact Group
              • Delete Contact from multiple Contact Groups
              • Edit a Contact Group
        • 3. Role Management

          • Adding Roles
          • Deleting Roles
          • Modifying Roles
          • Role Privileges
        • 4. Project Management

          • Adding a Project
          • Attaching an E-mail to a Project
          • Deleting a Project
          • Editing a Project
        • 5. Profile

          • Update User Information
          • View/Configure Roles
        • 6. Search

          • Advanced Search
          • Basic Search
          • Clear Search
          • Constraints & Limitations
          • Copy Found Items
          • Copy of Associate Found Items
          • Copy of Cut Found Items
          • Copy of Delete Found Items
          • Copy of Introduction
          • Copy of Show Help
          • Copy of Supported Attribute Names
          • Supported File Types
        • 7. Asynchronous Queue Manager
        • 8. Safety Deficiency Report

          • Safety Deficiency Report Attributes
          • Safety Deficiency Report Detail View

            • Adding a Safety Deficiency Report(s)
            • Deleting a Safety Deficiency Report(s)
            • Editing a Safety Deficiency Report(s)
            • Preview and Download a Safety Deficiency Report(s)
            • Reopen a Safety Deficiency Report
            • Safety Deficiency Report Comments
            • Safety Deficiency Report Files
            • Safety Deficiency Report Logs
            • Safety Deficiency Report Recipients
            • SDR Generate and Email Package
            • SDR Generate Package
            • SDR Possible Cost/Schedule Impacts
          • Safety Deficiency Report List View

            • Add a Safety Deficiency Report(s)
            • Copy/Paste Safety Deficiency Report(s)
            • Cut/Paste Safety Deficiency Report(s)
            • Delete a Safety Deficiency Report(s)
            • Dropdown Options for Safety Deficiency Report(s)
            • Edit a Safety Deficiency Report(s)
            • Run Report for Safety Deficiency Report(s)
          • SDR Role Access and Security
        • 9. Outgoing Transmittal Module

          • Introduction to Outgoing Transmittal Module
          • Outgoing Transmittal Attributes
          • Outgoing Transmittal Detail View

            • Adding An Outgoing Transmittal
            • Deleting an Outgoing Transmittal
            • Editing an Outgoing Transmittal
            • Outgoing Transmittal Comments
            • Outgoing Transmittal Logs
            • Outgoing Transmittals Files
            • Outgoing Transmittals Generate and Email Package
            • Outgoing Transmittals Generate Package
            • Outgoing Transmittals Recipients
            • Preview and Download an Outgoing Transmittal Report(s)
            • Reopen an Outgoing Transmittal
          • Outgoing Transmittal List View

            • Add Transmittal
            • Copy/Paste Outgoing Transmittal(s)
            • Cut/Paste Outgoing Transmittal(s)
            • Delete Transmittal(s)
            • Dropdown Options for Outgoing Transmittal
            • Edit an Outgoing Transmittal
            • Run Report for Outgoing Transmittal
          • Outgoing Transmittal Module Navigation
          • Outgoing Transmittal Role Access and Security
        • 10. Non Conformance Report Module

          • NCR Role Access and Security
          • Non Conformance Report Attributes
          • Non Conformance Report Detail View

            • Adding a Non Conformance Report(s)
            • Deleting a Non Conformance Report
            • Editing a Non Conformance Report
            • Generate and Email Package Non Conformance Report
            • Generate Package Non Conformance Report
            • Non Conformance Report Comments
            • Non Conformance Report Files
            • Non Conformance Report Logs
            • Non Conformance Report Recipients
            • Preview and Download a Non Conformance Report
            • Reopen a Non Conformance Report
          • Non Conformance Report List View

            • Add a Non Conformance Report(s)
            • Copy/Paste Non Conformance Report(s)
            • Cut/Paste Non Conformance Report(s)
            • Delete a Non Conformance Report(s)
            • Dropdown Options for Non Conformance Report(s)
            • Edit a Non Conformance Report(s)
            • Run Report for Non Conformance Report(s)
        • 11. Request For Information Module

          • Request For Information Attributes
          • Request For Information Detail View

            • Adding a Request For Information
            • Deleting a Request For Information
            • Editing a Request For Information
            • Generate Package and Email a Request For Information
            • Generate Package Request For Information
            • Possible Cost/Schedule Impacts - Request For Information
            • Preview and Download a Request For Information
            • Reopen a Request For Information
            • Request For Information Comments
            • Request For Information Files
            • Request For Information Logs
            • Request For Information Recipients
          • Request For Information List View

            • Add a Request For Information
            • Copy/Paste Request For Information(s)
            • Cut/Paste a Request For Information
            • Delete a Request For Information
            • Dropdown Options for Request For Information
            • Edit a Request For Information(s)
            • Request for Information Report file pdf reports into library
            • Run Report for Request For Information
          • RFI Role Access and Security
        • 12. Daily Report Module

          • Daily Report Attributes
          • Daily Report Detail View

            • Adding Daily Report(s)
            • Daily Report Activities
            • Daily Report Comments
            • Daily Report Files
            • Daily Report Logs
            • Daily Report Recipients
            • Deleting a Daily Report(s)
            • Editing Daily Report(s)
            • Generate Package and Email of Daily Report
            • Generate Package of Daily Report
            • Preview and Download a Daily Report(s)
            • Reopen a Daily Report
            • Weather Data (Daily Report)
          • Daily Report List View

            • Add a Daily Report(s)
            • Copy/Paste Daily Report(s)
            • Cut/Paste Daily Report(s)
            • Delete Daily Report(s)
            • Dropdown Options for Daily Report
            • Edit Daily Report(s)
            • Run Report for Daily Report
          • Daily Report Role Access and Security
        • 13. Material Receiving Report Module

          • Material Receiving Report Attributes
          • Material Receiving Report Detail View

            • Adding Material Receiving Report(s)
            • Deleting Material Receiving Report(s)
            • Editing Material Receiving Report(s)
            • Material Receiving Report Comments
            • Material Receiving Report Files
            • Material Receiving Report Generate and Email Package
            • Material Receiving Report Generate Package
            • Material Receiving Report Logs
            • Material Receiving Report Preview and Downloading
            • Material Receiving Report Recipients
            • Material Receiving Report Reopen
            • Material Receiving Report Response Files
          • Material Receiving Report List View

            • Add a Material Receiving Report(s)
            • Copy/Paste Material Receiving Report(s)
            • Cut/Paste Material Receiving Report(s)
            • Delete a Material Receiving Report(s)
            • Dropdown Options for Material Receiving Report
            • Edit a Material Receiving Report(s)
            • Material Receiving Report file pdf reports into library
            • Run Report for Material Receiving Report
          • MRR Role Access and Security
        • 14. Issue Resolution Module

          • Introduction to Issue Resolution
          • Issue Resolution Attributes
          • Issue Resolution Detail View

            • Adding an Issue(s)
            • Deleting an Issue(s)
            • Downloading an Issue(s)
            • Editing an Issue(s)
            • Generate and Email Issue Resolution Package
            • Issue Resolution Comments
            • Issue Resolution Files
            • Issue Resolution Generate Package
            • Issue Resolution Impacts
            • Issue Resolution Logs
            • Issue Resolution Recipients
            • Reopen an Issue
          • Issue Resolution List View

            • Add a Issue(s) Resolution
            • Copy/Paste Issue(s)
            • Cut/Paste Issue(s)
            • Delete an Issue(s)
            • Dropdown Options for Issue Resolution
            • Edit an Issue(s)
            • Run Report for Issue Resolution
          • Issue Resolution Role Access and Security
        • 15. Submittals Module

          • Submittals Attributes
          • Submittals Detail View

            • Adding Submittal(s)
            • Deleting Submittal(s)
            • Editing Submittal(s)
            • Submittals Comments
            • Submittals Files
            • Submittals Logs
            • Submittals Response Files
            • Submittals Reviewers
            • Submittals Generate and Email Package
            • Submittals Generate Package
            • Submittals Preview and Download
            • Submittals Reopen
          • Submittals List View

            • Add a Submittal(s)
            • Copy/Paste Submittal(s)
            • Cut/Paste Submittal(s)
            • Delete a Submittal(s)
            • Dropdown Options for Submittals
            • Edit Submittal(s)
            • Run Report for Submittals
            • Submittal Report file pdf reports into library
          • Submittals Role Access and Security
        • 16. Cost Control

          • Add Cost Control(s)
          • Copy/Paste Cost Control(s)
          • Cost Control - Role Access and Security
          • Cut/Paste Cost Control(s)
          • Delete Cost Control(s)
          • Dropdown Options for Cost Control
          • Edit Cost Control(s)
          • Reverting Cost Control(s)
          • Saving Cost Control(s)
        • 17. Incoming Transmittal

          • Incoming Transmittal - Role Access and Security
          • Incoming Transmittal Attributes
          • Incoming Transmittal Detail View

            • Adding an Incoming Transmittal
            • Deleting an Incoming Transmittal
            • Dispositioned Files (Incoming Transmittal)
            • Downloading an Incoming Transmittal
            • Editing an Incoming Transmittal(s)
            • Incoming Transmittal Files
            • Incoming Transmittal Files Data Import
            • Incoming Transmittal Logs
            • Reload Incoming Transmittals
            • Rename Incoming Transmittal
            • Reopen an Incoming Transmittal
            • Show Incoming Transmittal List
          • Incoming Transmittal List View

            • Add Incoming Transmittal(s)
            • Copy/Paste Incoming Transmittal(s)
            • Cut/Paste Incoming Transmittal(s)
            • Delete Incoming Transmittal(s)
            • Dropdown Options for Incoming Transmittal
            • Edit Incoming Transmittal(s)
            • Run Report for Incoming Transmittal
        • 18. Dashboard Management

          • Dashboard Management - Editing Widgets

            • Dashboard Management - Adding Widgets
            • Dashboard Management - Deleting Widgets
            • Dashboard Management - Moving Widgets
            • Dashboard Management - Resizing Widgets
          • Dashboard Management - Role Access and Security
          • Dashboard Management - Widget Types
        • 19. Quality Incident Report Module

          • QIR Attributes
          • QIR Detail View

            • Adding QIR(s)
            • Deleting QIR(s)
            • Editing QIR(s)
            • Logs QIR(s)
            • QIR Comments
            • QIR Convert to NCR
            • QIR Files
            • QIR Generate Package
            • QIR Generate Package and Email
            • QIR Preview and Download
            • QIR Recipients
            • QIR Reopen
          • QIR List View

            • Add QIR(s)
            • Copy/Paste QIR(s)
            • Cut/Paste QIR(s)
            • Delete QIR(s)
            • Dropdown Options for QIR(s)
            • Edit QIR(s)
            • Run Report for QIR(s)
          • QIR Role Access and Security
        • 20. Material Transaction Report Module

          • Material Transaction Report Attributes
          • Material Transaction Report Detail View

            • Adding Material Transaction Report(s)
            • Deleting Material Transaction Report(s)
            • Editing Material Transaction Report(s)
            • Material Transaction Report "Transactions"
            • Material Transaction Report Comments
            • Material Transaction Report Files
            • Material Transaction Report Generate and Email Package
            • Material Transaction Report Generate Package
            • Material Transaction Report Logs
            • Material Transaction Report Preview and Downloading
            • Material Transaction Report Reopen
          • Material Transaction Report List View

            • Add a Material Transaction Report(s)
            • Copy/Paste Material Transaction Report(s)
            • Cut/Paste Material Transaction Report(s)
            • Delete a Material Transaction Report(s)
            • Dropdown Options for Material Transaction Report
            • Edit a Material Transaction Report(s)
            • Material Transaction Report file pdf reports into library
            • Run Report for Material Transaction Report
          • MTR Role Access and Security
      • Purpose and Scope
    • V4 Manuales de Usuario en Español

      • Contactar Soporte beta
      • Diseño y componentes de infinitrac

        • Acceso Directo para Cambio de Proyecto beta
        • Árbol de Carpetas
        • Botones de la barra de herramientas beta
        • E-mails y Números Telefonicos beta
        • Menu de Navegación
        • Notificaciones de infinitrac beta
        • Plano de Sitio
        • Privilegios beta
        • Soporte beta
        • Tablas de Datos en infinitrac

          • Configuración de Columnas beta
        • Tipos de Archivos en infinitrac beta
      • Módulos en infinitrac beta

        • Búsqueda

          • Borrar Búsqueda
          • Búsqueda Básica
          • Copiar Elementos Encontrados
          • Cortar Elementos Encontrados
          • Eliminar Elementos Encontrados
          • Introducción
          • Mostrar Ayuda
          • Nombres de Atributos Admitidos
          • Restricciones y Limitaciones
        • Gestión de Archivos

          • Archivos beta 1

            • Agrupar Archivos
            • Añadir Archivos
            • Archivos Duplicados
            • Borrar Archivos
            • Descargar Archivos
            • Mover archivos
          • Carpetas

            • Añadir Carpetas
            • Cargar una estructura de carpetas
            • Descarga de una estructura de carpetas
            • Disolver Carpetas
            • Editar Carpetas
            • Eliminar Carpetas
            • Mover Carpetas
            • Restricción del acceso a carpetas
          • Papelera

            • Recuperación de Carpetas y Archivos Eliminados
            • Vaciar la Papelera
          • Revisiones

            • Agregar una Revisión
            • Borrar una Revisión
            • Convertir una Revisión
            • Descargar una Revisión
            • Mover una Revisión
        • Gestión de Contactos

          • Contactos

            • Añadir Contacto
            • Convertir Contacto en Usuario
            • Eliminar Contacto
          • Usuarios

            • Activar/Desactivar Usuario
            • Añadir Usuario
            • Caducar Tokens
            • Eliminar Usuario
            • Mostrar Usuarios Elminados
        • Gestión de Permisos

          • Añadir Permiso
          • Eliminar Permisos
          • Modificar Permisos
          • Privilegios de los Permisos
        • Gestión de Proyectos

          • Adjuntar un Email a un Proyecto
          • Añadir Proyecto
          • Editar Proyecto
          • Eliminar Proyecto
        • Informes de deficiencias de seguridad (SDR) beta

          • Agregar un SDR beta
          • Archivos beta
          • Asociación de archivos a un SDR beta
          • Comentarios beta
          • Descargar un SDR beta
          • Destinatarios beta
          • Editar un SDR beta
          • Eliminar un SDR beta
          • Impactos beta
          • Registros de SDR's beta
        • Perfil

          • Actualizar la información del usuario
          • Ver/Configurar Permisos
  • V.3. User Guides
    • English User Guides

      • Contacts Guide

        • Add a contact
        • Edit Contact
      • Daily Report Guide

        • Add New Daily Report
      • Dashboard Guide

        • Calendar
      • Expense Reports Guide

        • Add new Expense Report
        • Expense Report Config
      • File Library

        • 1. Introducing the file Library
        • 2. Folder Browser

          • 2.1 Create a new folder
          • 2.2 Delete a folder
          • 2.3 Dissolve a folder
          • 2.4 Customize a folder
        • 3. List view

          • 3.1 Interface
          • 3.2 Viewing modes

            • 3.2.1 Default View
            • 3.2.2 Gallery View
            • 3.2.3 Thumbnail View
            • 3.2.4 Email View
            • 3.2.5 Detailed View
          • 3.3 Upload or Import files
          • 3.4 Download files
          • 3.5 Associate documents
          • 3.6 Manage File revisions
          • 3.7 File Previewer
          • 3.8 Filtering tool
          • 3.9 Group files
          • 3.10 Generate a Report
        • 4. Search bar
      • File Management Guide

        • Edit Folder
        • File information and revisions
        • Uploading Files
      • Gallery Guide

        • Accessing the Gallery
        • Gallery Functionality
        • Gallery image preview
        • Sorting the Gallery
      • Issue Resolution Guide

        • Add new Issue
      • Material Management Basics

        • Add new Material Receiving Report
        • Add new Material Requisition Report
        • Checkout Material
        • Material Data Import
        • Material Details
      • Meeting Minute Guide

        • Approve for Public Viewing
        • Conducting a meeting
        • Establish an Agenda and send notifications
        • Using the Editor List
      • Non Conformance Report Guide

        • Add new NCR
      • Quality Incident Report

        • Add New QIR
      • Request for information Guide

        • Add new RFI
      • Searching Guide

        • Advanced Search Methods
        • Search Results
      • Sticky Pad Guide

        • Archive Sticky Notes
        • Sharing Sticky notes and Using Shared Notes
        • Sticky Notes Comments
        • Sticky Notes References
        • Sticky Pad Basics
      • Submittals Guide

        • Add New Submittal
      • Task Management

        • Alternate Task Creation
        • Creating Tasks
        • Filtering and reporting Tasks
      • Transmittals Guide

        • Adding Incoming Transmittals
        • Adding Outgoing Transmittals
        • Importing File attributes
        • Review and complete a Transmittals
        • Transmittal Updates
      • User Management Guide

        • How to add User
        • How to Edit a User
        • Users
        • View User session
        • View User Stats
    • Manuales de usuario Español

      • Biblioteca de archivos

        • 1. Interfaz de la Biblioteca de archivos
        • 2. Navegador de carpetas

          • 2.1 Crear una nueva carpeta
          • 2.2 Eliminar una carpeta
          • 2.3 Disolver una carpeta
          • 2.4 Personalizar una carpeta
        • 3. Vista de lista

          • 3.1 Interfaz
          • 3.2 Modos de visualizacion

            • 3.2.1 Vista Predeterminada
            • 3.2.2 Vista de Galeria
            • 3.2.3 Vista de Miniaturas
            • 3.2.4 Vista de Email
            • 3.2.5 Vista Detallada
          • 3.3 Importar o Subir archivos
          • 3.4 Descargar archivos
          • 3.5 Como asociar documentos
          • 3.6 Gestionar las revisiones de archivos
          • 3.7 Previsulizador de archivos
          • 3.8 Herramienta de filtrado
          • 3.9 Agrupar archivos
          • 3.10 Generar un informe
        • 4. Barra de Busqueda
      • Email a infinitrac