In today's video, we'll be covering how to create an ad-hoc element in the Elements module of Completion's HQ. I'm already logged into my project, and I'm in the Elements module. I'll create a new element. For the most part, your project is going to be set up by a project admin, who will have already imported all of the different element types using an import feature to bring in engineering, construction, and commissioning takeoff data.
There will be instances though, where the field team needs to create an ad-hoc element based on different field conditions, or construction or commissioning strategies. Because of this, based on your project role and how your project's being configured, you'll have a different list of options available to you. As a field person, you might need to put in a concrete pour element type, or a pour truck. Maybe you are creating a test package, or perhaps you are on the Commissioning team and you're setting up the different loops.
In this case, we'll add a generic construction tag. With my selection made, we'll describe this element. I am just adding a minimal amount of information, but how much information you are responsible for adding is determined by your project admin. There should be guidance documentation associated to do this for your project.
Adding the element sub-type is important because it provides information about what this element is and what quality processes it'll follow. And if we chose another subtype, it would have a different checklist profile associated to it, along with different expectations for how that item is going to be inspected, what the lifecycle is, as well as what information gets associated to it. We'll also put in things like the Location, which is the physical area of where this item is located in. In our example, it's assigned to construction work area 4 .
And I'll place it next to the isometric number it's associated to by searching for the ISO, I select a Position by right-clicking on the isometric number and hitting the "move current item under this item", and it'll now associate to it there. And you can see that field, Weld 03 is at the top. The last thing I need to do is fill in one of the required pieces of information -- which is the Discipline Type. Based on your project, and the requirements of your project admin, you may need to fill out more of these fields.
In our case, I'm going to click OK, and now we're completed. Now I can go in and for this weld I can add a checklist such as one for piping and for welding. Of course, if there was an issue with it at all, I can also create an Issue. What you do beyond this is up to you, your project processes, and how your quality plan is executed.
That gives you a basic overview of how, as well as why, you might ad-hoc create an element in the system. Thanks for watching.
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