Where: web portal, Settings, then Configurations, then open your configuration. Needs: the Org Admin role.
When you finish: the configuration is saved and switched on, and every setting your crews depend on (units, templates, field options, workflows, where exports go) is set on purpose rather than by default.
Importing a model decides what your crews work on. The five stages decide everything else. If you have just finished a Katapult import, you are not done until you have been through here. Some options depend on your own configuration, so you may not see every one described.
Getting there
Open Settings, then Configurations, and pick the configuration to edit.
Move between the five stages in any order. Save when you are done.
Stage | It decides |
1. Project Setup | The name, the units, and what kind of measuring happens |
2. Data Templates | Which templates hold your poles, spans and anchors, and which fields they carry |
3. Field Options | What crews can do with attachments and guy measurements |
4. Workflows | Which measurement workflow runs for each type |
5. Export Settings | Where the data goes when it leaves Cloneable |
Stage 1. Project Setup
Setting | What to choose |
Configuration Name | Name it after the work, not the date. You pick it from a list every time you create a job. |
Measurement Unit | Metric (meters, centimeters), Imperial - Feet & Inches (5' 11"), or Imperial - Feet Decimal (5.9 feet). Pick what your crews say out loud and what your engineers expect. |
Enable Field Measurement Capture | On: fielders capture measurements and attachments in the field. Off: attachments are uploaded separately, and the Utility Pole Attachments section in stage 3 disappears. This is the biggest switch here. |
Enable Ground Line Circumference | On: the pole inspection page shows the circumference section with the photo caliper tool, and pole edges are pre-detected. |
Enable Surface Measure (beta) | On: tap anywhere on the pole photo for a height corrected around the pole's curved surface. Beta, so try it on one job first. |
The name and the unit are required before this stage passes.
Stage 2. Data Templates
Templates are where data lands. Every object your crews create belongs to one, and the template decides which fields it carries.
Template | Required? | For |
Pole Template | Yes | Utility pole data |
Span Template | Yes | Span and cable connections between poles |
Span Measurements | Optional | Midspan clearances |
Guy Anchors | Optional | Guy anchors as their own objects |
If your crews record midspan clearances or anchors, set the two optional templates. Left unset, that work has nowhere to go.
Cloneable checks each template. If one does not pass, you get the specific problems and the fields it needs on screen. Once it passes, that list collapses behind Show required fields. That check is about the template's own required fields, not about what a crew must fill in.
Custom Map Objects holds anything that is not a pole, span, midspan or anchor: Custom Points (each with a measurement style of none, pole or midspan) and Custom Lines.
From a Katapult import? What you mapped during the import sets the templates, and this stage does not show the template pickers or Create new buttons. Removing a template still works. If a template you need is missing, tell us rather than starting again.
Editing a template yourself
Open a template with the Edit button beside it. On a Katapult-connected template the screen states the limits: locked field names and types cannot change, but you can:
You can | How | Note |
Reorder fields | Drag the rows | Sets the default order for the whole organization. Fielders can still reorder for themselves on the phone. Measurement data stays pinned. |
Mark a field required | Two separate settings: Required to create the object, and Required to complete it | Required to complete keeps the object from counting as done until the crew fills it. Map colour for incomplete work comes from your icon rules, not from this setting. |
Lock a field | Tick Readonly | Crews see the value and cannot change it on the phone. Use it for owner data such as a pole tag from GIS. Someone editing from the web portal can still change it; if you need it locked against the office too, ask us. |
Set required photos | Same two settings, on the photo slot | Ask us for a second opinion on which photos to require, not to have the setting changed for you. |
Do not copy Katapult's required flags into Cloneable without checking. The two products do not mean the same thing by required. And a field appearing on the phone is not automatically required; your job still decides what a crew must fill in at the pole.
A locked field is not the same as a field that says type not supported (the phone cannot display that kind of field), and not the same as the Analyst (Read-only) role (which limits a person, not a field).
Stage 3. Field Options
Setting | What it does |
Utility Pole Attachments | Points Cloneable at your own list of attachment options, so crews pick from your vocabulary. Only appears if field measurement capture is on in stage 1. |
Free Form Naming | On: fielders can type custom attachment names. Faster in the field, messier afterwards. Off keeps data consistent. If your list is incomplete, turning this on shows you what is missing. |
Field Measurement Features | How guy wires can be captured: by hand, with the camera, or by location. Allow more than one and crews use whichever suits the pole. |
Stage 4. Workflows
Three choices, one each for Pole, Span and Guy Wire measurement. They point at workflows built for your organization, so the list is yours.
Guy wires fall back to a built-in flow when nothing is chosen. Pole measurement started from the accuracy options on the map uses its own built-in flow whatever is set here.
If guy measurement does not behave as expected, this is the first place to look.
Stage 5. Export Settings
Setting | What to choose |
Show Timestamps on Images | On if whoever receives your data needs to know when each photo was taken. There is no way to add it afterwards. |
Enable Katapult Integration | On if your data goes back to Katapult. Needs your credential stored; see Store the credentials your integrations need. |
Enable Field Maps Integration (not compatible with Katapult) | On only if your data goes to ArcGIS Field Maps and not Katapult. |
The screen lets you switch both integrations on. Do not. The label says not compatible, and nothing enforces or warns about it. This is a rule you keep, not one the product keeps for you.
Save, then turn it on
Save your changes.
Turn the configuration on so jobs can use it. Until you do, crews cannot use it. This is not the Enable Utility Pole Inspection switch on the configurations list; that is a different control.
Check the phone after a pick-list change. A review PDF can show a new menu order before UtilityScout does. If the phone still shows the old order, ask us to apply the change.
Before you hand this to a crew
The measurement unit matches what your crews and engineers use.
Field measurement capture matches how you work, in the field or in the office.
Both required templates are set, and the optional two if you need them.
The workflows point at the ones built for you.
The right integration is on, with its credential stored.
The fields and photos match the list you finalised with us.
You saved and turned it on, and the phone shows the current pick lists.
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