Field library

This article covers the Field library settings in the company profile in Dalux.

Field library

Standardization Libraries 'Field library'

In the Field library, you can create and manage templates for the different registration types in Dalux Field. This article does not cover the creation of the specific registration types, as these are covered in separate articles in the Help Center.

When creating checklist templates, you can use folders to organize them in the company profile. You need at least one folder before you can create checklist templates. Checklist templates can be added to projects or project standards.

Checklist templates

When creating checklist templates, you can use folders to organize them in the company profile. You need at least one folder before you can create checklist templates. Checklists can be created by:

• Create new - creates a new template using the same method as in a Dalux Field project. You can read more about this here: How to set up Checklists.
• Import from project - It is possible to import existing checklists from other projects in the company
• Create from PDF - A checklist can be generated from valid PDF documents

Selecting a checklist from the overview will allow you to:

• Edit - Edit the checklist (this will update the version number). When editing a checklist, the template can be locked so that it cannot be edited on projects (Edit 'Settings' 'Lock template')
• Delete - Delete one or more checklist(s) from the company profile (this does not delete them on projects if it has been added)
• Move - Move one or more checklist(s) to a different folder within the company profile
• Versions on projects - See which version of the checklist is used on different projects and update templates on projects (see below)
• Duplicate - Create a duplicate of the checklist that can then be edited

Versions on projects

This feature allows you to manage checklist template versions used across projects and update any that are outdated.
You must be a Project Administrator on the selected projects to push new versions.
The projects must have the same template version imported from the company profile.

To update a checklist template, Select a project Update template on projects, then select the template you want to update on the project(s).

Note: You can select multiple projects using CTRL or SHIFT, but only one checklist can be updated at a time.

You will be presented with a list of all properties in the current template. 

The columns display the property type, their content in the library (values from the company profile), and the project properties(values from the project).

If there is a discrepancy, the values in the library will overwrite those in the project.
Finally, the Changes column indicates which updates will take place after the import.

Changes will only affect open and new checklists using this template; closed ones will not be affected unless they are reopened.

Deleted properties:
If a property is marked for deletion, you have the following options:

• Keep data: The property is retained, effectively ignoring the change. 
• Delete data: The property and its content are removed, and cannot be recovered on all new and open checklists.

Merge property:

Each property row has a unique ID.

If you duplicate one by mistake and accidentally delete the original, it will be marked for deletion while the duplicate is treated as newly created. In this case, Merge can be used to retain the project data by merging the duplicate with the original.

Click the merge icon, then select a newly created field of the same type.

The properties will be merged into a single row, and any differences will be listed under Changes:

Hold point checklist templates

When creating hold point checklist templates, you can use folders to organize them in the company profile. You need at least one folder before you can create a hold point checklist template. Hold point checklist templates can be added to projects or project standards.

• Create new - creates a new template using the same method as in a Dalux Field project. You can read more about this here: Hold point checklists
• Import from project - It is possible to import existing checklists from other projects in the company

• Edit - Edit the hold point checklist (this will update the version number). When editing a checklist, the template can be locked so that it cannot be edited on projects (Edit 'Settings' 'Lock template')
• Delete - Delete one or more checklist(s) from the company profile (this does not delete them on projects if it has been added)
• Move - Move one or more checklist(s) to a different folder within the company profile
• Versions on projects - See which version of the checklist is used on different projects and update templates on projects
• Duplicate - Create a duplicate of the checklist that can then be edited

Note: A hold point checklist must be activated before it can be added to a project or a project standard. Once it has been added to a project or project standard, it will need to be removed from projects before it can be deactivated. It can however be edited.

Tasks templates

In task templates, you can create and manage a collection of task types used on projects or project standards.

• Create new - creates a new template using the same method as in a Dalux Field project (You can read more about this here: How to set up Tasks and Template data fields for tasks and checklists.)
• Import from project - It is possible to import existing checklists from other projects in the company

• Edit - Edit the task template (this will update the version number). When editing a task template, the template can be locked so that it cannot be edited on projects (Edit 'Settings' 'Lock template')
• Delete - Delete the task template from the company profile (this does not delete the task template on projects if it has been added)
• Versions on projects - See which version of the checklist is used on different projects and update templates on projects

Custom report templates

You can create custom report templates in the company profile. These can then be imported to projects. You can Add, Edit or Delete custom report templates.

You can read more about custom report templates in this article: Custom report templates.

Approval templates

In approval templates, you can create and manage a collection of approval templates that can be used on projects or project standards.

• Create new - creates a new template using the same method as in a Dalux Field project. You can read more about this here: Approvals
• Import from project - It is possible to import existing approvals from other projects in the company

• Edit - Edit the approval template (this will update the version number). When editing an approval template, the template can be locked so that it cannot be edited on projects (Edit 'Settings' 'Lock template')
• Delete - Delete the approval template from the company profile (this does not delete the approval template on projects if it has been added)

Test and inspection plans

When creating test plans and inspection plans, you can use folders to organize them in the company profile. You need at least one folder before you can create test plans or inspection plans.

Test- and inspection plans can be created by:

• Create new test plan - create a new test plan using the same method as in a Dalux Field project. You can read more about this here: How to set up Test plans
• Create new inspection plan - create a new inspection plan using the same method as in a Dalux Field project. You can read more about this here: How to set up Inspection plans
• Import from project - It is possible to import existing test plans or inspection plans from other projects in the company

Selecting a test- or inspection plan from the overview will allow you to:

• Edit - Edit the test plan or inspection plan (this will update the version number).
• Delete - Delete one or more test plans or inspection plans from the company profile (this does not delete them on projects if it has been added)
• Move - Move one or more test plan or inspection plans to a different folder within the company profile

Rules for library copying

In the 'Rules for library copying' area, you can control whether daily log types, checklist templates or task templates are allowed to be copied between projects. This is turned on by default but can be disabled here.

• 'Allow for checklists' toggles both checklists and hold point checklists.
• 'Allow for tasks' toggles for both tasks and approvals.
• 'Allow for daily log types' toggles for daily log types

When turned on a 'Copy from other project' button will appear for project or Field administrators on projects. If you do not want this to be an option, turn off library copying in the company profile.

Task reminder templates

You can create task reminder templates in the company profile, and later import them to different projects. You can learn about creating task reminder templates in this article: Task reminder templates and contracts

Quick subjects

Quick subjects can be created in the company profile and will be available on projects using the associated trades for work packages.

To create quick subjects, you must first define trades. This is done in the 'Trades'.

Quick subjects can be used across projects to:

• Speed up task creation - as you do not need to type in the subject manually
• Help standardize naming across projects - by using the same pre-defined quick subjects

When adding quick subjects, you must select a trade. Multiple quick subjects can be added at the same time. Each line will create a quick subject. You can expand the window by clicking the -icon.

When done click 'Add'.

All quick subjects will appear in the list. They are available as task subjects when the responsible person for the task is in a work package with a trade associated with it.

Daily log types

Daily log types can be defined at the company level, allowing them to be imported or automatically created when included in a project standard. 

They can be created manually or imported from an existing project.

Daily log types are created, edited, and deleted in the same manner as on a project. 
Read this article to learn how: How to set up Daily log.

Safety

Similarly, to the Field libraries, you can use the safety library in the company profile to create:

• Safety categories - that can be used in safety inspections
• Safety observation template
• Safety inspection template
• Safety issue template

You cannot create multiple safety templates, so it is best to create a template that will work across all your project types. Using the same template across projects makes it easier to use the analytics and dashboards to create a safety overview across your projects.

Creating the templates in the company profile lets you import them to projects. It is also the company profile templates that are imported to new projects.

You can read more about setting up safety templates in this article: How to set up Safety.