Help
Dokkit will be retrieving your job info from simPRO and using it to populate your templates. For Dokkit to recognise the correct information it needs the following steps to be undertaken. The Dokkit Team are on hand to help with any questions and can guide you through the process. To get a feel for the changes needed to be made you may wish to initially just update the entries for just one or two jobs and process your first O&M manual.
To start, select ‘Import Job’ and enter a simPRO job number. Initially the system will use default templates but you can customise these in the Templates area. Select the options below to get more information on how each section works.
Important If you are using more than one template type you will need to use the template name in the cost centres in order to get the the right information into the right place. See ‘Scope of Works’ below for more information.
Scope of Work
In order to create the Scope of Works for the project, Dokkit can extract information from Projects Descriptions, Cost Centre Descriptions and from Pre Build names. You can place information in one or all of these places if you are only using one type of O&M manual e.g. Roofing. If your company provides a diverse set of solutions you will need to use the name of the template in a cost centre description in order for the system to distinguish between them when creating the manuals.
Project Descriptions
Enter your scope of works information directly into the Project Info tab description field.
Cost Centre Descriptions
Enter your scope of works information directly into the description portion of the Cost Centre’s info tab.
Attachments
Cost Centre Names for multiple templates
If you are using the templates Flooring and Electrical you can ensure that all of the information will get to the right place if you have the name of the template in the cost centre name as shown below.
Important job attachments should use the following suffixes that tell the webapp what type of file it is, which manual it belongs in and which section.
Using the codes listed in the templates area of the app add the appropriate one to the end of your attachment name. In order to add the code you can select the pencil icon next to the attachment in simPRO and make the change directly. For instance the electrical high level as built drawing file Floor_Plan_High.pdf for an would become Floor_Plan_High_EL_HL.pdf.
There are many filename convertors on the market. Dokkit suggests but does not endorse Advanced Renamer to speed up the process on multiple files.
Stock Parts
In order to allow more freedom with the type of datasheets you hold (user manuals, quick guides etc.) you can attach codes to the attachment filename so that they can appear with a particular cover sheet (User Guides, Datasheets, Quick Reference Guides etc.). The full list is available in the Templates area of the app where you can also reorder how they groups will appear in the final manual.
So CR024.pdf would become CR024_OMDS.pdf. To edit the name select the pencil icon next to the attachment in simPRO and make the change directly.
Files without codes will be displayed directly after the manufacturers schedule in the final manual.
You can select or deselect any stock part attachments imported in the job detail page.
There are many filename convertors on the market. Dokkit suggests but does not endorse Advanced Renamer to speed up the process on multiple files.
You can add attachments to stock parts at any time and re-import the job back into Dokkit.
Password Protected Files
Adobe does not allow for encrypted pdfs (ie., ones with a password) to be merged without removing the password security first. This is an industry standard.
Encrypted PDFs
You may unwittingly have pdfs that are password protected. These are most commonly ones that come from a product manufacturer or a customer invoice. If you know the password of the file you can easily remove the security on the file which will allow it to be merged into a final document. However if the file is not your original file and is password protected you may have to request a file that doesn’t have password protection.
Whichever method you use make sure that the file you have in simPRO is now unlocked and then re-import the job into Dokkit.
Templates
Each of the templates have a number of codes that the system uses to create your Operation & Maintenance document. It is important that these codes are only edited by someone with the proper understanding of the system.
Short for time? Send us your current template and we’ll get it ready for the system to use for free!
Still need help?
Email us at info@dokkit.co.uk to speak to our helpful team
Help and FAQ
If you can find the answer you're looking for below, then please get in touch and we will be happy to help.
Setup Questions
Why can I only see the company details page?
Before you can begin creating your projects you need to add your company details as these will be automatically populate into your completed manual.
I need more than one type of manual for my business, how do I add more?
We give you all of our main templates automatically so if you don’t see the manual you need please get in touch and we can arrange to get it added.
I don't see the work type for my business, e.g. Dry Walling
We are adding new codes all the time. If you don’t see ones for the business you run please contact us and we can look at getting them included.
Can you help with my templates?
Of course, contact us for setup assistance.
Job & Manual Questions
Why isn't the job manual showing up?
Before you can begin creating your projects you need to add your company details as these will be automatically populate into your completed manual.
I'm getting an error that the job cannot be created.
Please contact support.
Changes not showing in newly created manual
If you’ve made changes to the job detail and re-created the manual but are not seeing the changes in the browser window it could be that it is cached (saved by the browser). You may need to hard refresh the page to see the latest version.
General Questions
Where are my credit card details stored?
All credit card information is stored securely in Stripe, Dokkit doesn’t have access to the full details.
How do I update my subscription?
How do I cancel my subscription?
If you need to update (either upgrade or downgrade) your subscription. In the app goto the Company menu in the top right and click Company. Then in the Account Details section you can see the current plan and click through to view the other options.
We’re hoping you won’t but if you need to, go to the Company page and click the ‘Cancel Dokkit’ link. Please do give us feedback on the cancellation page so that we can improve.