How to Create a QR Arrangement in Taliho

A QR Arrangement in Taliho groups multiple QR codes within a single project, enabling seamless Office-to-Field data distribution. This tool is valuable for sharing project-specific information in an organized way, whether it’s project standards, location-specific data, or Procore-synced content.

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Step 1: Open the QR Arrangements for a Project

From the Company Dashboard, choose the project you wish to link with the new QR Arrangement.

A view of the four available modules in the project's dashboard: Quick Codes, QR Arrangements, Equipment Codes, and Drawing Codes. Each module listed has a short description of the type of codes it can generate, as well as the total number of existing codes or arrangements created using that module. The QR Arrangements module has a light yellow background, indicating that it is selected. Its description reads: 'Multiple QR Codes for organztng project data.' — The four available modules per project.

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Select a Project

From the Company Dashboard, choose the project you wish to link with the new QR Arrangement.

Open QR Arrangements Module

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Go to the Project Dashboard and select the "QR Arrangements" module.
Any existing QR Arrangements will be displayed here.

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Step 2: Create a new arrangement

Click the “Create” button to begin a new QR Arrangement. =======

Choose Categories from Tabs

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You’ll be directed to a new page with four tabs at the top left: Company, Popular, Locations, and Procore.

A view of the dashboard for creating a new QR arrangement. It has two columns. The left column includes four tabs at the top (Company, Popular, Locations, and Procore) with the categories listed below the tabs as expandable boxes. At the bottom of this column, there is a yellow button which says 'Create Category.' The right column has a text field with the placeholder text 'New QR Arrangement Name' and text underneath that reads 'Once selected from the window on the left, your QR Arrangement Categories will be populated here.' This column has a gray 'Cancel' button and a yellow 'Create' button at the bottom right of the column. — A view of the dashboard for creating a new QR arrangement.

Step 3: Choose Categories from Tabs

Each tab provides different options for QR code categories:

Company Tab

For user-defined, customized categories.

Ideal for users who’ve previously set up unique categories in Taliho. Using standardized categories here helps ensure consistency across projects.

Popular Tab

Predefined categories based on common usage.

This is helpful for new users, as it offers inspiration for common QR Arrangements. Popular categories spark ideas for customized categories you might later add to the Company tab.

Locations Tab

Location-based organization for non-Procore users.

This tab is perfect for creating QR codes that relate to specific job site areas. For instance, a QR Arrangement for a “Kitchen” could link to everything kitchen-related: equipment cut sheets, paint selections, appliance manuals, etc. You can also use other features like Custom URL, Create Folders, and Fetch From Procore.

Procore Tab

For users with Procore integration.

Syncs data from Procore project tools, saving time by making project data readily available. Procore tools supported include Drawings, Specifications, RFIs, Submittals, Inspections, Observations, Punch Lists, and more.
- Additionally, users can access Procore project locations here, which appear under the “Locations” dropdown.

Select Categories

Within each tab, select the categories you want to include. You can choose categories from a single tab or mix and match from multiple tabs.

Name the QR Arrangement

Enter a descriptive name for the QR Arrangement in the provided text box.

Create the Arrangement

Click “Create” to finalize. Taliho will redirect you to the Populate page associated with this QR Arrangement.

From the Populate page, users can continue adding, managing, and organizing documents, ensuring their teams have quick and organized access to project data.