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Help / Getting started
Valtoroq Quick Start Guide
This guide shows the recommended order for setting up a deployment so testing, issues, approvals and handover stay connected to the right customer, site and system.
Screenshot neededYour dashboard is the starting point for active work and actions.
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Save to: public/screenshots/help-dashboard.pngCreate the customer
Create the organization receiving the deployment. Keep the customer record stable so multiple projects can sit beneath it.
Create the project
Add the delivery project and the dates/status information your team needs to track execution.
Add deployment sites
Create each physical or logical deployment location. Sites keep systems grouped where the work is actually happening.
Add systems
Create one system record for each delivered system or operational unit. This is the record that testing, issues and acceptance will follow.
Assign equipment
Add or associate the equipment that makes up the system so serial numbers and delivered assets remain traceable.
Prepare testing
Select FAT, SAT or commissioning templates, or create a controlled test template for the project.
Execute and resolve
Run the test, record evidence, turn failed items into issues and retest after corrective action.
Submit and approve
Submit completed testing to the authorized approver instead of relying on informal email confirmation.
Accept and hand over
Review readiness, capture customer acceptance and create the final handover package from the records built during delivery.
Recommended next step
Once the project structure is clear, learn how the hierarchy works in detail before importing or creating large quantities of system data.
Read Projects & deployment structure →