Customization Protocol Form

The Customization Protocol form is a standard part of Chateau Onboarding. It tells us what you want to include and exclude in your database. Please note, you can still change any items on this list after the onboarding process. Just email support@ldartools.com when you decide to do so.

If the form was completed by you without, or after, the meeting with LDARtools, please email the completed form to chateauonboarding@ldartools.com.

1. Copy over preferences from existing Chateau Database?

   If you have an existing database with us and would like to adopt the exact setup in the new database, please check this option and specify the database from which you would like to copy the preferences.
   
   Note:

   • If you choose to copy preferences from an existing database, skip sections 2 and 3. If you have the same detector types from the existing database, you can also skip section 6.
     
     
   • You should always fill out sections 4, 7, and the Completion Record. If section 5 applies to you, please also fill it out.
     
     
     

2. Do you want your technicians to be able to add new AttemptHow values to the AttemptHow picklist in Chateau Mobile?

   If you want your technicians to be able add new AttemptHows to the picklist in the field, please check this option.
   
   
   

3. Do you want to remove any of these from the InspectionWhy picklist?

   Note: InspectionWhys checked here will be removed.

   Here are the reasons for performing an inspection other than periodic monitoring, such as Field Find, PRVDelay, or Voluntary Non-Reportable. You can hide the ones you will not be using. See the InspectionWhy article for a full description of each item.
   
   
   

4. What regulations will you be applying?

   Let us know the regulations so we can draft rule templates for you and implement them in Chateau.
   
   
   

5. Do you want to turn on the Work Focus feature of your database?
   
   If you want the Work Focus feature enabled for your database.
   
   
   

6. General Component Status

   If you have a list for these component details, please check them, send us the list, and we can import it for you.
   
   
   

7. Which detector types will you be using?

   Select the detector types you will be using in this database. This will have implications in some settings and the Chateau features available to you.
   
   
   

8. People

   Send us the names and contact information for who you want access the database, and what roles they will have.