Set Up an Instance: Process Overview

The process of creating an instance consists of a number of individual procedures, each of which must be done carefully and at the appropriate time.  With a little bit of planning and attention to detail, you will be able to successfully define and populate your application instance.

For most of these tasks—with the exception of creating Specialties—you have three options for getting data into your application instance:

• Use the screens in the user interface
• Put the data into an Excel spreadsheet (either by manually keying it in or getting it from a file Excel can read) and importing it using the CorrigoNet import feature
• Export the data from another CorrigoNet instance to an Excel spreadsheet and then import it into your new instance.

This topic describes the order of tasks that must be completed when you are creating a new instance.  

The following steps give a high-level overview of the process of creating an instance. The links provide access to detailed instructions on how to accomplish each of the procedures. Keep in mind, though, that each of the tasks in the list can also be carried out using CorrigoNet's import and export functionality.

Step One: Create a Knowledge Base

1. Create specialties
2. Create attributes
3. Create models
4. Add tasks

Step Two: Create Roles, Teams, and Users

1. Create roles
2. Create teams for your people
3. Add users

Step 3: Create Work Zones and Add Assets

1. Create Work Zones
2. Add assets and create asset templates
3. Create portfolios

Step 4: Create Customers and Contracts

1. Add customers
2. Create a contract