Project Participants
Project Participants
The Assign Project Participants button gives access to the address records of the client, project manager and contractor (i.e. the inspection company), in order to assign them to the current project:
The panel at the left (1) is reserved for the entry of the participants addresses and subdivided into the categories Client, Site/Manager and Contractor. In addition to the address data, you can enter operational resources such as staff (2), camera equipment and CCTV vehicles (3):
There are a number of action buttons in the bottom right hand corner of each of the five data panels:
You may also hover over a button to see a description of what it does.
All this data is managed within a separate database (C:\Users\PublicDocuments\CDLab\Common\ Resources\sqlCE\WCMETA.db3) in individual tables and can be reassigned to a new project or a new job accordingly. To assign an address to the current project simply activate the corresponding check box within the field Assign (4). Assigned address data are thus automatically copied into the Local META-database ([Project]_Meta.db3).
The address records are shown in a grid view can be edited by either double clicking on the appropriate record, or with the Edit button. Once the data area is open, changes can be made to the participants associated with the project.
To assign the logo to a client or a contractor (e.g. default contractor) open the entry mask for the desired address and click on the button at the right end of the logo line:
A click on the diskette icon at the bottom right hand corner of the input mask is saving the current record and brings you back to the list view.
Note on logos:
When adding a logo to the Contractor's address details, this will appear at the top-left hand corner of every page in the PDF output report. When adding a logo to the Client's address details, this will appear once only in the PDF report, on the cover page. The logo assigned to the Site/Manager will not be shown on the report pages.