Home / Course catalog / Advanced Document Management App Suite Training

Platform Training

Advanced Document Management App Suite Training


Description

This course provides an advanced-level deep dive into the Document Management app suite in Kahua. By the end of the course, learners will be able to confidently work in the apps and configure them to support their organization’s document management process.


Learning Objectives:

  • Apply document control standards and organizational structures
  • Create, manage, and maintain records across projects

  • Send and track records through workflow steps

  • Configure Document Management apps to support consistent workflows


To complete the course and earn a certificate, all quizzes and the Final Evaluation must be completed.


Disclaimer: Kahua is a very flexible and configurable platform. In your domain, this app suite may have been modified to meet your company's needs. This course uses default field names and describes standard workflows. Please check with your domain administrator for specific information about working in your organization's domain.

Content
  • Document Management Overview
  • Document Management App Suite Overview
  • Using Media Manager
  • Action Items Overview
  • Risk Register Overview
  • Creating and Managing Construction Change Directives
  • Cataloging a Material
  • Work Packages Overview
  • File Manager
  • File Manager: Folders and Files Basics
  • Kahua Support: Local File Sync Overview
  • File Manager Guidebook
  • Locations & Punch Lists
  • Locations Overview
  • Punch Lists Overview
  • Locations & Punch Lists Quiz
  • Daily Reports
  • Daily Reports Overview
  • Configuring Weather for Daily Reports
  • Creating Daily Reports Automation
  • Daily Reports Quiz
  • Communications & Meetings
  • Communications Overview
  • Meetings Overview
  • Communications & Meetings Quiz
  • Field Observations
  • Field Observations Overview
  • Field Observations Quiz
  • RFIs
  • RFIs Overview
  • RFI Workflow Configuration Overview
  • Creating and Submitting Official RFIs
  • Collaborating With RFI Responders
  • Creating and Submitting Subcontractor RFIs
  • Managing Subcontractor RFIs
  • Completing and Distributing RFIs
  • RFIs Quiz
  • Submittals
  • Packaged Submittals Overview
  • Submittals Workflow Configuration Overview
  • Creating a Submittal Item Registry
  • Creating a Submittal Package
  • Collaborating on Submittal Packages
  • Splitting and Revising Submittal Packages
  • Submittals Quiz
  • Milestones
  • Milestones Overview
  • Final Evaluation
  • Document Management Expert Final Evaluation
  • Survey
  • Post Training Survey (optional)
Completion rules
  • You must complete the units "Locations & Punch Lists Quiz, Daily Reports Quiz, Field Observations Quiz, RFIs Quiz, Submittals Quiz, Document Management Expert Final Evaluation, Communications & Meetings Quiz"
  • Leads to a certificate with a duration: Forever
Prerequisites