1. Access Project Settings
Navigate to Admin > Project Configurations > Project Settings.
This is where you will configure all project-related settings.
2. Select Project Designation and Loss Type
Choose the Designation (e.g., Residential or Commercial).
Select the Loss Type (e.g., Fire, Water, Mold, Preliminary Inspection).
You can also create custom loss types as needed.
3. Configure Project Requirements
Under the Project tab, set requirements for:
Health surveys
PES-T1 image of the front of the structure
Initial outdoor readings
Daily outdoor readings
Photos of thermal hygrometers
Ensure to check the boxes for any requirements that must be fulfilled before proceeding.
4. Set Remote Monitoring and Daily Snapshots
Choose the interval for remote monitoring sensor readings (e.g., every 10 minutes, 1 hour).
Set up a Daily Snapshot report:
Specify the time for report generation (e.g., 6 p.m. Eastern Time).
Select the time zone.
5. Define Levels and Rooms
For Residential projects, define the Rooms first, then the Levels.
For each room, specify:
Dimensions
Daily notes
Scope items
Initial and daily readings
Photos of thermal hygrometers.
6. Capture Content Information
In the Contents section, specify:
Box type
Category
Notes
Age of items.
Check the boxes for any required information.
7. Save Project Settings
After configuring all settings, click Save to ensure all changes are recorded.
8. Create a Job with Pre-set Settings
When creating a new job (e.g., Residential Water), all preset settings will automatically apply.
9. Modify Settings as Needed
You can modify any settings at any time if requirements change.
10. Create Custom Loss Types
To create a custom loss type, select Residential or Commercial, enter the name (e.g., Remote Monitoring), and hit Save.
Ensure all required fields are filled out to avoid delays in project setup.
Regularly review and update project settings to reflect any changes in procedures or requirements.
Familiarize yourself with the Clean Claims interface to navigate quickly.
Use templates for frequently used project settings to save time on setup.
Regularly communicate with your team to ensure everyone is aware of any changes in project requirements.