Project Configuration

The Project Configuration window is where you configure all the paths and options used throughout QAntrol.

This should be one of the first things that is done on a new Project Database, as these options are Project specific.

 

The Project Configuration window is found at: Configuration Menu » Project Configuration.

The Project Configuration window has five tabs: Reporting Details, Documents, Date Column Groupings, Email Details, Formatting.

 

Reporting Details

The Reporting Details tab has three sections: Reporting Details, Emailing Records and Scheduled Reports

 

Reporting Details Entry

These fields allow QAntrol to find all files required to generate the Reports and Dashboards.

 

Field

Description

Logo File

The path to the logo file that will be used to print a logo on all the QAntrol Reports.

As with all paths in QAntrol this should be a UNC Path eg. \\SERVER\QAntrol\Logo.jpg

Reports Path

The path to the folder on the server that contains the Reports for this project. It is good practise to have a Standard Reports folder that all projects originally point to, and if a particular project has custom reports generated for it then it will need a separate folder.

When creating a custom Reports folder for a project make sure you first copy all standard reports into the folder then overwrite the reports that have been customised. This is because QAntrol will only look in the one folder for all reports required.

As with all paths in QAntrol this should be a UNC Path eg. \\SERVER\QAntrol\Standard Reports

Dashboards Path

The path to the folder on the server that contains the Dashboards for this project.

This is same principle as the Reports Path above.

 

As of writing this document there are no custom Dashboards and therefore this field can more than likely be left blank.

 

Emailing Records Entry

These fields control the way QAntrol handles emailing records, and whether or not to prompt the user to email new requests etc.

 

Field

Description

Auto-Email Hold / Witness Point

Whether or not to automatically prompt the user to email new Hold / Witness Points

Auto-Email Delivery Instruction

Whether or not to automatically prompt the user to email new Delivery Instructions

Auto-Email Test Request

Whether or not to automatically prompt the user to email new Test Requests

Auto-Email Survey Request

Whether or not to automatically prompt the user to email new Survey Requests

Auto-Email Transmittal

Whether or not to automatically prompt the user to email new Transmittals

Auto-Email RFI

Whether or not to automatically prompt the user to email new RFIs

Auto-Email Letter

Whether or not to automatically prompt the user to email new Letters

RFI Email Requires Review 1

If ticked then the RFI will not be emailed unless it has Review 1 fields filled in.

RFI Email Requires Review 2

If ticked then the RFI will not be emailed unless it has Review 2 fields filled in.

Letter Email Requires Review 1

If ticked then the Letter will not be emailed unless it has Review 1 fields filled in.

Letter Email Requires Review 2

If ticked then the Letter will not be emailed unless it has Review 2 fields filled in.

 

 

Schedule Reports Entry

 

By ticking the Run Scheduled Reports tick box the QAntrol Application Service (if installed on the server) will regularly check for scheduled reports to be run and emailed to their configured distribution lists. (please refer to Report Schedules)

 

 

Documents

The Documents tab has two sections: Document Manager Details and Letter Editor Defaults.

 

Document Manager Details Entry

These fields allow QAntrol to maintain the Document and Drawing Repositories.

 

Field

Description

Documents Path

The path to the folder on the server that contains all the Documents added/uploaded to QAntrol.

As with all paths in QAntrol this should be a UNC Path eg. \\SERVER\QAntrol\Documents

Drawings Path

The path to the folder on the server that contains all the Drawings added/uploaded to QAntrol.

 

If this is left blank then QAntrol will assume the Drawings folder is a Sub-folder called Drawings under the Documents folder specified above.

 

As with all paths in QAntrol this should be a UNC Path eg. \\SERVER\QAntrol\Drawings

Workflow Definitions Path

If you have special workflows defined for your project then this is the path to the folder that contains those files.

Unless instructed by QAntrol Staff leave this blank.

Repository User

This is the user account that QAntrol will use to access the Drawings folder specified above.

Repository User Password

The password to the user account specified above

Repository User Domain

The Domain the user account specified above belongs to

Use Inbuilt PDF Viewer

If ticked then QAntrol will use the QAntrol PDF viewer to view PDF files. Unless you do not have access to Adobe PDF Reader it is strongly recommended that this is UNTICKED. That is to NOT use the Inbuilt PDF Viewer.

 

NOTES Regarding the Repository User

If you leave the Repository User fields above blank then QAntrol will use the user account of the QAntrol user to access the Documents folder. Whilst most of the time this is not a problem, it does present a security concern in that one of those users could access that folder and delete all the document files.

 

It is recommended that you specify a user account in the above fields and give it Read, Write and Modify access to the Documents and Drawings folder.

 

Regardless of whether or not you use the Repository User fields, you must still give Read access to all QAntrol users.

 

Letter Editor Defaults Entry

These fields default the Letter Editor to a certain Font and a certain font size.

 

 

Date Column Groupings

This tab allows you to specify how date columns are grouped in the Grids throughout QAntrol, simply change the values for the required QAntrol section and Date Column.

 

 

Email Details

The Email Details tab has fields to configure how emails are sent.

 

Field

Description

Email Type

Options are SMTP Server (preferred option) or Outlook.

Outlook requires that you have Outlook installed and accessible by QAntrol - this is not generally the case in a Terminal Server Environment such as Citrix.

Server

The SMTP Server name

Port

The Port number to use to connect to the SMTP Server

Use SSL

Whether to use SSL when connecting to the SMTP Server

User

The user account to use when connecting to the SMTP Server.

If this is left blank then the connection will be made anonymously.

Password

The password of the User account (if used) to use when connecting to the SMTP Server

Blind Copy Email Address

If specified, QAntrol will use this email address as a BCC (Blind Carbon Copy) for all Emails sent via QAntrol. This is a good way to make sure you have a copy in one place of all correspondence sent via QAntrol.

 

 

Formatting

The Formatting tab has two sections: Number Formatting, and Email Subject Formatting

 

Number Formatting Entry

This section allows you to define how many digits to represent the different types of record numbers.

For example if you specify a Lot Number Format to have 3 digits then the Lot number will look like CAG-001, if you specified 4 digits it would look like CAG-0001.

 

Simply adjust the number of digits required for each record type.

 

Email Subject Formatting

This section allows you to define how the subject line of Emails from QAntrol are generated.

When a record is emailed from QAntrol the subject line is automatically generated based on the Record being sent.

For example a Hold Point may be required to have a subject line that includes the Hold Point Number as well as the Title.

If you require special Email Subject Line Formatting please contact the QAntrol Team for help with this.