Summary
Learn how to create your first project, import data, and start using templates and GIS features in minutes.
Keywords
project setup, create project, Oriyent dashboard, import assets, GIS forms, first-time user, template assignment
Overview
Starting your first project in Oriyent is quick and intuitive. In just a few steps, you’ll have a fully functional environment where you can create forms, import your asset data, and visualize real-time inspection progress through Oriyent’s GIS-powered map interface.
Whether you’re managing airport lighting, utility networks, or any other infrastructure, setting up a project lays the foundation for all asset inspections and documentation tracking.
What You’ll Need
An Oriyent account (Creator plan recommended)
A project name
Optional: a CSV or Excel file of your asset data
A form template (or be ready to create one)
Create Your First Project
Log into your Oriyent account
On the dashboard, click the project dropdown (top-left)
Click “+ New Project”
Enter a name for your project (e.g., Kuala Lumpur Runway Upgrade)
Click Create
You’ll be automatically taken into your new project workspace.
Tip: Use clear project names to help your team easily identify what it’s for, especially if you manage multiple jobs.
Add or Create a Template
Templates are inspection forms you’ll assign to assets later.
Navigate to the Template Designer tab
Click “+ New Template”
Give your form a name (e.g., Lighting Inspection – Phase 1)
Add fields such as:
Static text
Yes/No
Lists
Numbers
Attachments (e.g. reference manuals)
Toggle options like Required, Timestamp, and Location
Save your template. You can always come back and edit it later.
Import Your Asset Data
To link inspections to real-world assets:
Go to the Data tab
Click “+ New Data Group”
Name your data group (e.g., Runway 1 Assets)
Click Import Data
Upload a .csv or .xlsx file or connect via OneDrive
Map headers like Asset ID, Latitude, Longitude, etc.
Once imported, your asset list is ready to work with.
Assign a Template to Your Assets
Select the assets (individually or using bulk select)
Click “Assign Forms”
Choose the template you created earlier
Click Assign
Forms are now linked to each asset for inspection tracking.
View Progress on the Map
Go to the Map tab
View assets plotted on the map based on latitude/longitude
Color coding indicates form progress:
🔴 Not started
🟡 In progress
🟢 Complete
You can create Collections by drawing boundaries to group and monitor zones independently.
What Happens Next?
After setting up your first project:
Your team can begin filling out forms
Assets can be accessed via QR codes
You can monitor inspection status in real time
Collections help break down progress by area or task
More templates and data groups can be added as the project evolves
Troubleshooting Tips
Issue | Solution |
Can’t see map data | Ensure latitude/longitude columns were imported correctly |
Forms not showing on map | Check if templates were assigned to assets |
Project doesn’t appear | Refresh the dashboard or confirm your plan allows multiple projects |
Pro tip: Use a small sample file to test form setup and GIS integration before rolling out to your full asset set.
Updating Project Settings Later
To rename a project: Use the settings menu in the project dropdown
To invite users: Go to the Users tab and send invitations
To switch between projects: Use the dropdown in the top-left navigation bar