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Getting Started

  • Overview
  • What GeoCRM is
  • Signing in and your account
  • Understanding the GeoCRM record model
  • Finding your way around
  • Searching for anything
  • Working with lists

Workspace

  • Overview
  • The Dashboard
  • The Scheduling calendar
  • Filtering the schedule
  • Creating a job
  • The GIS Map

Clients

  • Overview
  • The client register
  • Adding a client
  • The client workspace

Projects & Jobs

  • Overview
  • The project register
  • Creating a project
  • The project workspace
  • The job register
  • The job detail panel
  • Emailing a client about a job

Dockets

  • Overview
  • What a docket is
  • The docket register
  • The docket detail panel
  • The public docket

Borehole Logging

  • Overview
  • The ground log register
  • Opening the Subsurface Log Studio
  • Managing investigation locations
  • Location and drilling details
  • Logging lithology
  • Recording samples
  • In-situ and field tests
  • Groundwater observations
  • Rock core, photos, construction, methods and defects
  • The log preview and Borehole PDF
  • The site plan
  • The Studio GIS map
  • The Section designer
  • The 3D subsurface model
  • Investigation settings, import and export
  • Describing soils
  • Describing rock
  • Before drilling
  • During drilling
  • After drilling
  • Worked example: a fill and clay borehole
  • Worked example: a cored rock hole
  • Worked example: a trial pit

Field Testing

  • Overview
  • The DCP test register
  • Creating a DCP test
  • Entering field readings
  • Field observations
  • Reading the interpretation
  • Exporting and reusing a DCP test

Laboratory

  • Overview
  • How lab work flows through GeoCRM
  • The work request register
  • Raising a work request
  • The work request detail panel
  • Adding samples and worksheets
  • The test method library
  • Completing a test worksheet
  • Moving tests through review
  • The Status Board
  • Lab Reports

Reporting & Calculations

  • Overview
  • The reports register
  • Creating a report
  • The builder interface
  • Building the document outline
  • Report details
  • Writing section content
  • Adding images and figures
  • Pulling in job resources
  • Exporting the report
  • Report templates
  • The calculation register
  • The calculation library
  • Working through a calculation
  • Linking a calculation to a project
  • Revisions and traceability

Settings & Administration

  • Overview
  • Team members
  • Managing a team member
  • Equipment
  • Managing an equipment record
  • The Media library
  • General settings
  • Brands and document branding
  • Audit and data

Reference

  • Overview
  • Numbering reference
  • Status and state reference
  • Test standards reference
  • Keyboard shortcuts
  • Glossary

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Docs / Dockets

Dockets

Field dockets, work entries, sign-off and the public docket.

What a docket is How dockets are created, what they hold and the two workflow tracks. The docket register Metrics, search, the workflow and reporting filters, and the columns. The docket detail panel Overview, work entries, photos, sign-off and docket history. The public docket Producing a client-facing copy of a docket and what to check first.

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Emailing a client about a job

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What a docket is

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