These brief trainings provide targeted learning and follow-along practice opportunities for the selected topic or function.
Business Setup
Invite Users to your Business (ITE) Account
In this lesson you will learn about:
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Differences between ITE and Appia accounts
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How to invite users to your ITE business
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ITE roles and permissions
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Change ITE role
Add Users and Assign Appia Roles
In this lesson you will learn about:
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Adding users to your Appia account
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Roles and permissions explained
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Global vs. Project level roles
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How to set a user’s global role
Reference Data
In this lesson you will learn about:
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Adding items
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Adding contractors
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Adding worksheets
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Creating custom fields and menu items with lists
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Templates for bulk adding items and contractors
Project Setup
New Project Setup
In this lesson you will learn how to:
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Create a new project
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Import bids for analysis
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Configure user access and roles
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Configure project settings
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Configure integrations
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Import/add items
Under Construction
Daily Reports and Diaries
In this lesson you will learn how to:
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Create a daily report
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Add remarks, item postings, equipment, personnel, and attachments to daily report
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Approve daily report
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Create a daily diary
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Carry over rules
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Add remarks and attachments
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Mark as complete
Change Orders
In this lesson you will learn how to:
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Create and submit a change order
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Add items to change order
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Approve a change order
Payments
In this lesson you will learn how to:
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Add a payment
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Update pay period
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Submit for approval
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Export as CSV and PDF reports
Integrations
Appia x Doc Express Integration
In this lesson you will learn:
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About the integration and workflow
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How to set up a Docx contract, drawers, and document transition flow
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How to turn on the integration
Appia x Mobile Inspector Integration
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Install Mobile Inspector
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Connect Appia - Mobile Inspector
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Navigate Mobile Inspector
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Add a Daily Report
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Integrate Measure Service