Quickstart

Get productive in Deskely in 10 minutes.

Deskely helps teams manage commissioning and preservation records. Use the web app to plan and control work. Use the tablet app to execute work in the field.

How Deskely is organized

• Projects hold your data and workflow.

• Roles control what you can see and do.

• Master data feeds dropdowns and standard values.

• Templates define what to execute and report.

• Issued records are the live work in progress.

• Punches track issues found in the field.

• Certificates show readiness and status.

If you can’t see a menu item, your role likely lacks permission. Ask a project admin to update your access.

Web app vs tablet app

Web app

• Manage users, roles, and companies.

• Create templates and tags.

• Issue work and assign it.

• Review progress and status.

• Export records.

Tablet app

• Execute issued checksheets in the field.

• Answer activity questions.

• Capture pictures as evidence.

• Create punches while executing.

Quickstart (10 minutes)

1

Get access

Accept your invitation and sign in.

Go to Sign-up and sign-in.

2

Confirm your role and project setup

Missing menus usually means missing permissions. Project admins also manage users and companies here.

Go to Project management (roles, users, companies).

3

Set up master data

Create the lists you want to reuse across templates and records.

Go to Master data.

4

Pick a module and start working

Start with the module your project uses first. Each module page links to templates and execution.

Jump to:

• ITR (templates, design, tags, checksheets)

• PWL (templates, design, tags, management)

• Walkdowns

• Punches

• Certificates

• Commissioning Procedures (CP templates)

5

Execute in the field (when applicable)

Some actions are tablet-only. This includes evidence capture and punch creation.

For ITR execution, start at Checksheets (ITR).

6

Troubleshoot fast

Use the common fixes first. Then send the right info to support.

Go to Troubleshooting and support.

UI conventions used in this manual

• Buttons, fields, and menu items are bold.

• We use “select” for clicking or tapping.

• Navigation is written as Menu → Submenu.

Start here

Start here

Sign-up and sign-in Accept your invite and log in.

Start here

Project management Roles, users, and companies.

Start here

Master data Set up lists used across templates and records.

Main modules

Module

ITR Templates, design, tags, and checksheets.

Module

PWL Templates, design, tags, and issued PWLs.

Module

Walkdowns Run and track walkdowns by area.

Module

Punches Create, review, and follow the lifecycle.

Module

Certificates Monitor readiness and certificate status.

Module

Commissioning Procedures CP templates, publishing, and export.

Help

Support

Troubleshooting and support Common issues and how to get help.

Open

Troubleshooting and support