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Set up Cloneable for your organization

The admin checklist: invite people, set roles, build a configuration, create the first job, review and export. Ten steps, one link each.

If you are setting Cloneable up for your utility, this page is your checklist. It runs in a web browser. Doing everything yourself? Finish this page, then follow Your first day with UtilityScout for the phone side.

When you finish: your crews can open a job on their phones and you can see their work come back.

You do not have to do everything in one sitting. Each step below links to one short article that covers just that step.

Before you start

  • You have an Org Admin login. Ask whoever bought Cloneable if you are not sure.

  • If your utility uses Katapult, have your Katapult API key ready. Katapult is the pole-design tool many utilities already use; Cloneable can pull your model from it and send finished work back.

  • Use Google Chrome. One step needs a Chrome extension.

  • Your screens may look a little different from the pictures in these articles. Your utility chooses its own names, icons and fields, so read for the step, not the exact words.

The setup, in order

  1. Sign in and check your profile. Your profile and signing in

  2. Invite your people and put them in teams. Invite people, and set up teams

  3. Give each person the right role. Roles, and what each one can do

  4. Katapult users only: store your Katapult key (Store the credentials your integrations need), add the Chrome extension (Add the Cloneable extension to Chrome), then send your model to Cloneable (Send your Katapult model to Cloneable).

  5. Create your configuration. This is the one-time setup that tells Cloneable what your crews record and what it is called. Start at Create a configuration, and choose where it comes from, then follow the path you picked: from a Katapult model or from a map file.

  6. Work through the five stages, save, then turn the configuration on. Set up your configuration, stage by stage

  7. Create your first job. A job is one batch of poles you hand to a crew. Create a job

  8. Send your crews to their own start page: Your first day with UtilityScout.

  9. Watch the work come back. Review what your crews captured

  10. Get the data out. Export your data

If something does not work

Start with Get help from Cloneable. The Fix a problem section is organized by what you see on screen, so search for the message in front of you.

Want the big picture first? How Cloneable works, start to finish is a five-minute read.

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