Are you just getting started with the IMEC platform? We have a series of step-by-step instructions and videos to help with your setup. We suggest getting started in the following order. 

Do you prefer to check tasks off of your list? Use our IMEC Setup Checklist.


Initial Setup:

  1. Set Up Organizations, Facilities, and Departments
  2. Adding, Editing, and Removing Locations
  3. Adding, Editing, and Removing Users
  4. Adding, Editing, and Removing Groups
  5. Adding, Editing, and Removing Security Roles
  6. Managing Inspection Categories
  7. Adding, Editing, and Removing Inspection Points
  8. Forms - Basic Setup

Will you be using Corrective Actions? Once you have completed the list above, proceed below:

  1. What are Corrective Actions (CAPA)?
  2. Managing CAPA Recipients
  3. Managing CAPA Categories
  4. Enabling Corrective Actions on Forms
  5. Viewing, Updating, and Resolving CAPA

Getting started with the mobile app:

  1. Installing The App
  2. Viewing and Filtering Inspections Due/Overdue
  3. Inspect by Point ID
  4. Inspect by Location
  5. Inspect by Route
  6. Creating Routes

Would you like to advance your forms? Proceed below:

  1. Creating Articles
  2. Adding, Editing, and Removing Canned Comments
  3. Adding To The Image Library
  4. Adding, Editing, and Removing Step Responses
  5. Copying/Duplicating Forms
  6. Conditional Forms