WindoorERP Documentation 19.0

Configure technical teams, request stages, request types, tags, and survey templates

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Configures core engineering operational entities including multidisciplinary technical teams, stage progression rules, request classifications, custom survey templates, and automated notification triggers.

Before you start

  • System Administrator or Technical Director permissions.

Steps

Technical teams list view showing team leaders, members, and capacity quotas

Technical team configuration form with assignment rules and discipline tags

Technical request stages progression list

Request stage configuration editor with fold settings

Technical request types catalog

Request type form with SLA target hours and required document attachments

Technical request tags taxonomy registry

Tag configuration editor with color codes

Site survey templates catalog defining mandatory opening measurement fields

Survey notification settings list defining automated SMS and WhatsApp triggers

Site survey global settings list

Site survey configuration settings form with GPS accuracy threshold controls

Important

Configuring distinct email notification templates for Consultant Submittals versus Client Quotation Drawings ensures professional bilingual presentation.

  1. 01
    Go to Technical Tasks › Configuration › Technical Teams to create drafting and calculation units.
  2. 02
    Open Technical Request Stages and Technical Request Types to structure workflow rules.
  3. 03
    Navigate to Technical Request Tags to standardize drawing categorizations (e.g. Structural Facade, Folding Door).
  4. 04
    Go to Site Surveys › Configuration › Survey Templates and Notification Settings to automate site survey notifications.

Common mistakes

  • Deleting active technical request stages while open tickets are assigned to them.
  • Leaving technical teams without assigned team leader approvers.

Continue learning

Maintain site survey master dropdown options for finishes, fittings, floors, locations, and site conditions Maintains standardized master data dropdown lists used by surveyors on mobile…

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