Where: web portal, Settings, then Configurations. Needs: the Org Admin role.
When you finish: you have a new configuration and you are in the right place to keep going: the Katapult import, the map-file import, or the five-stage editor.
A configuration is the one-time setup that tells Cloneable what your crews record, what it is called, and how it looks on the map. Every job points at one.
Getting there
Open Settings, then Configurations. The Configurations tab on the dashboard is the same screen.
An empty screen means you have no configurations yet, not that something is switched off. Keep going.
Next to the Configuration picker, open the New configuration menu.
The New configuration menu, with Blank configuration ringed.
Four ways to start
Menu option | Pick it when | Then read |
Blank configuration | You have no Katapult model and no map file, or want to build by hand. Cloneable still gives you a working set of templates and workflows (below). | |
From a Katapult model | Your poles live in Katapult. Your key must be stored and your model sent across first. | |
From a KML file | You have a map file of pole locations (KML, KMZ or GeoJSON). | |
From a Cloneable file | Someone exported a configuration and sent you the file, for example from another organization you run. | Choose the file; Cloneable rebuilds it. Then Stage by stage |
Blank is not empty
Choose Blank configuration. A small window asks for a Configuration name. The two workflows it creates carry that name, for example Pole Measurement Workflow - OSP, so name it after the work, not the date.
Read the list of what Cloneable is about to set up: a Pole Measurement Workflow, a Guy Wire Measurement Workflow, data templates for Pole, Span, Span Measurement and Guy Anchor, and the relationships between them.
Choose Create configuration.
The name, what Cloneable is about to set up, and Create configuration (ringed) beside Skip setup.
Skip setup, next to Create configuration, makes a truly empty configuration with no templates and no workflows, for people who want to build every piece by hand. Almost everyone wants Create configuration.
Blank configuration from start to finish: name it, create it, and land on Project setup.
What happens next
A progress window saves each workflow in turn.
The five-stage editor opens on Project setup with your name filled in.
Measurement unit starts as Metric; Field measurement capture, Ground line circumference and Surface measure (beta) start switched off. Change them there.
The new configuration on Project setup: Metric, and all three Field capture switches off.
Continue with Set up your configuration, stage by stage.
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