Glossaries

Noun

Definition

Example

Organization

It's my company or subsidiary, and it is also companies who have invited me to work on its projects.

Finalcad 

Workspace

You can divide users into dedicated spaces by their profile such as subsidiary, department or speciality.

A parent workspace < EMEA >  contains 3 child workspaces such as ; France, Spain and Germany.

Project

As an user, I need to see all my projects, create, organize them.

Hackney Road

Member

You are member of your project and your organization. 

Member or my project A 

Role

The role defined the access rights at project level and at the organization level.  

Organization Admin and Project Admin

Groups

As a user, I'd like to first chat with my coworkers, partner and customers, in a simple space, similar to WhatsApp, but fully integrated in Finalcad.

Plomber Group 

Provider Group

Template library

Templates at organization level for observations, forms, priorities & workflows

Observation library
Form template

Noun

Definition

Example

Item

An item designates the observations and forms. 

An observation

A form 

Common observation 

The list of common observation gather the most common observation on site and allow you to classify them. 

For my painting trade, some common observations can be : clean mark, re-do corner, re-do wall, etc

Observation 

An observation is based on a photo, has a statut and may be affected to a member with a due date. 

Select an common observation for you observation (clean mark) and add more details (photos, location, comment). 

Form template

A form templates is available and can be editable on a organisation level. 

For my Safety process, I use the same templates in my entire organisation, on all my projects. 

Form

A form allow to do a control, an attestation or a checklist on your site. 

Select a template for your form (Safety), assign it to a referent and follow its progress thanks to a percentage of completion. 

This blue icon is added for the basic forms offered by Finalcad.