Verizel documentation
User guide for controlled technical reporting workflows.
Use the process map for orientation, or open quick task help when you need a specific instruction such as changing validation rules, creating reports or exporting controlled PDFs.
Documentation flow
From job context to verified document
Use this as the main map. Open the task help below when you need a specific instruction without reading the full manual.
Customer
Client / owner
Project
Contract package
Work Order
Job context
Report
Technical record
Review
Approval
Verified export
Portal flow
Overview → Prepare → Perform → Review → Analyze → Admin
Use this as the main navigation model. The example workflows and detailed guides fit under these six areas.
Overview
Understand status, progress, open work and current risks.
Prepare
Set up the job before execution starts.
Perform
Execute planned work and register structured report data.
Review
Control, approve, reject or handle non-conformances.
Analyze
Use registered data for progress, values and traceability.
Admin
Manage users, modules, integrations and system setup.
Interactive example
See how a fictional manufacturing company uses the portal.
Follow Extrude from raw material receipt through production, heat treatment, dimensional control, NCR handling, packaging, analytics, integrations and controlled PDF verification.
Prepare
Customer, Project, WO, Scope, Inventory
Perform
RMR, PSR, PER, HTR, DCR, PCR
Review
Approval, NCR, Client/Third-party
Analyze
Progress, values, weight, traceability
Admin
Users, modules, API integrations
Start here
Understand the portal structure, main concepts and recommended setup sequence.
Read guide →
Report workflow
Follow reports from draft to review, approval, revision history and controlled PDF.
Read guide →
Templates
Build controlled technical report templates without custom-coded layouts.
Read guide →
Validation
Use template validation and Work Order-specific rules to control report quality.
Read guide →
Review
Route report revisions through controlled technical review and approval.
Read guide →
Controlled PDF
Export approved revisions and allow recipients to verify document status.
Read guide →
Integrations/API
See how source data can be mapped, validated and linked into controlled reports.
Read guide →
Plans and modules
Capabilities build from controlled reporting to advanced traceability.
Core, Professional and Enterprise use the same reporting foundation. Higher levels add more planning, validation, review, traceability, analytics and integration capability.
Controlled reporting foundation
Customers, Projects, Work Orders, templates, reports, revisions, basic validation and controlled PDF export.
Planning and workflow control
Scope of Work, planned reports, Work Order-specific validation and stronger progress/review visibility.
Advanced traceability and integrations
Physical Assets, Inventory, external review, NCR workflows, analytics, API integrations and richer operational traceability.
Documentation coverage
This first version contains 22 articles covering setup, reporting, templates, validation, scope, review, controlled documents, assets, inventory and plan differences.
Start here
Start here
Getting started
A practical first guide to Verizel and the controlled reporting workflow.
Start here
Core concepts
Understand the main objects and terms used throughout the portal.
Administration
Administration
Company setup
Set up the company account, basic administration and module usage.
Administration
Users and roles
Understand which users can create, manage, review and read portal content.
Workflows
Templates
Templates
Report templates
Understand how templates standardize controlled technical reports.
Templates
Template Builder
Build controlled technical report templates without custom-coded layouts.
Reports
Reports
Report workflow
How reports move from draft to review, approval and controlled PDF export.
Reports
Report revisions and snapshots
Understand revision history and how submitted report data is controlled.
Validation
Validation
Validation overview
Understand the difference between general template validation and job-specific validation.
Validation
Template validation
Use general validation rules that follow the report template.
Validation
Work Order-specific validation
Use job-specific validation rules without duplicating report templates.
Planning
Review
Controlled documents
Assets and inventory
Assets and inventory
Physical Assets
Manage equipment, tools, materials and other assets used in controlled reporting.
Assets and inventory
Inventory
Track reserved and consumed materials through controlled reporting workflows.