Basic Setup

After completing the onboarding wizard, follow these steps to fully configure your Kuviq organization.

Organization Settings

Configure your organization's basic information:

1. Navigate to Organization > Settings (or Settings in the menu)
2. Update your organization details:
   • Organization name
   • Contact information
   • Timezone preferences
   • Regional settings

Step 1: Review and Customize Locations

The onboarding wizard creates default locations. Customize these for your organization:

Viewing Locations

1. Go to Locations in the navigation
2. View your location hierarchy

Editing Locations

1. Click on a location to edit
2. Update the name and description
3. Save changes

Creating New Locations

1. Click Add Location
2. Enter the location name
3. Select a parent location (optional) to create a hierarchy
4. Add a description
5. Save

Location Hierarchy Example

Main Office
├── Floor 1
│   ├── Reception
│   ├── Meeting Rooms
│   └── Server Room
├── Floor 2
│   ├── Open Office
│   └── Executive Suite
└── Parking Garage
    ├── Level 1
    └── Level 2

Warehouse
├── Loading Dock
├── Storage Area A
└── Storage Area B

Location Strategy

Organize locations to match how your team thinks about physical spaces. This makes it easier to find items and assign inspections.

Step 2: Configure Item Types

Item types categorize your equipment and link to inspection templates.

Reviewing Default Types

The onboarding creates three default item types:

• General Equipment
• Safety Equipment
• Tools

Creating Custom Item Types

1. Go to Items > Item Types
2. Click Add Item Type
3. Enter:
   • Name - Category name (e.g., "Fire Extinguishers")
   • Description - What this category includes
   • Default Template - Which inspection template to use
4. Save

Custom Fields

Add fields specific to an item type:

1. Edit the item type
2. Add custom fields:
   • Text - Short text (e.g., "Model Number")
   • Number - Numeric values (e.g., "Capacity (lbs)")
   • Date - Dates (e.g., "Warranty Expiration")
   • Dropdown - Selection from options (e.g., "Size: Small/Medium/Large")

Step 3: Set Up Inspection Templates

Inspection templates define what gets checked during an inspection.

Reviewing Default Templates

Templates from the onboarding wizard are ready to use. Review them at Inspections > Templates.

Creating a New Template

1. Go to Inspections > Templates
2. Click Add Template
3. Enter basic information:
   • Name - Template name
   • Description - What this inspection covers
   • Estimated Duration - How long it typically takes
   • Required Tools - Any tools needed
4. Add inspection elements (see below)
5. Save

Inspection Element Types

Element Type	Use Case	Example
Checkbox	Pass/fail items	"Safety guard in place"
Text	Short answers	"Serial number observed"
Text Area	Long descriptions	"Describe any damage"
Number	Measurements	"Pressure reading (PSI)"
Dropdown	Multiple choice	"Condition: Good/Fair/Poor"
Photo	Visual documentation	"Photo of equipment"
Signature	Sign-off	"Inspector signature"
Date	Date values	"Next service due"

Setting Pass Conditions

For elements that determine pass/fail:

1. Edit the element
2. Enable Pass Condition
3. Set the condition:
   • Equals - Must equal a specific value
   • Not Equals - Must not equal a value
   • Greater Than - Numeric comparison
   • Less Than - Numeric comparison
   • Between - Within a range
   • Contains - Text must contain string
4. Add Failure Guidance to help inspectors when items fail

Step 4: Create Inspection Schedules

Automate recurring inspections with schedules.

Creating a Schedule

1. Go to Inspections > Schedules
2. Click Add Schedule
3. Configure:
   • Name - Schedule name
   • Template - Which inspection template to use
   • Target - What to inspect:
     • All items of a type
     • Items at a specific location
     • Specific items
     • An item group
   • Frequency - How often:
     • Daily
     • Weekly (select days)
     • Monthly (select date)
     • Quarterly
     • Annually
     • Custom interval
   • Assigned Inspector (optional)
   • Start Date and End Date (optional)
4. Save

Schedule Examples

Schedule	Frequency	Target
Fire Extinguisher Monthly Check	Monthly	All items of type "Fire Extinguisher"
Server Room Daily Walk-through	Daily	Location "Server Room"
Quarterly Safety Equipment Audit	Quarterly	Item Group "Critical Safety"

Step 5: Add Your Equipment

Now add your actual equipment to Kuviq.

Adding Items Individually

1. Go to Items
2. Click Add Item
3. Fill in:
   • Name - Item name
   • Item Type - Select category
   • Location - Where it's located
   • Serial Number (optional)
   • Manufacturer (optional)
   • Custom fields for the item type
4. Save

Bulk Import

For large inventories:

1. Go to Data Management
2. Select Import
3. Upload a CSV or Excel file
4. Map columns to fields
5. Validate and import

Import Template

Download an import template from the Data Management page to ensure your data is formatted correctly.

Step 6: Invite Team Members

Add users to help manage inspections.

Inviting Users

1. Go to Organization > Users
2. Click Invite User
3. Enter:
   • Email Address
   • Role - Admin, Manager, or User
   • Locations (for location-based access)
4. Send invitation

Role Recommendations

Role	Recommended For
Admin	Organization managers, IT administrators
Manager	Team leads, supervisors
User	Field inspectors, technicians

Location-Based Access

Restrict users to specific locations:

1. Edit the user
2. Under Locations, select allowed locations
3. The user will only see items at those locations

Step 7: Generate QR Codes

Print QR codes for quick equipment identification.

Individual QR Codes

1. Open an item's details page
2. Click Print QR Code
3. Select size and options
4. Print

Bulk Printing

1. Go to Items > QR Codes
2. Select items to print
3. Configure label options:
   • Size (12mm, 25mm, 50mm)
   • Include logo
   • Colors
4. Generate PDF
5. Print

Checklist Summary

Before you start using Kuviq in production:

• Organization settings configured
• Locations created and organized
• Item types defined with custom fields
• Inspection templates created or customized
• Inspection schedules set up
• Equipment added (individually or via import)
• Team members invited
• QR codes printed and applied to equipment

Next Steps

Your organization is now set up! Continue with:

1. Viewing Items - Browse your inventory
2. Performing Inspections - Start inspecting
3. Printing QR Codes - Label your equipment