---
title: "Scopes | WEB | Create New Scope "
description: "### Scope Create: How To To Create a New Scope --> Click **+Create New** **Located:** Main Menu --> Scopes --> List of Scopes --> **+Create New** Button - The system will default into a Create New Scope details screen and…"
url: "https://spydertech.net.au/docs/create-new-scope/"
updated: "2025-01-17"
category: Scopes
---

# Scopes | WEB | Create New Scope 

### Scope Create: How To

To Create a New Scope --> Click **+Create New**

**Located:** Main Menu --> Scopes --> List of Scopes --> **+Create New** Button

- The system will default into a Create New Scope details screen and you will fill out a series of fields:
- Start with **Address and Due** (Date Due) fields
- Fill out **Contact details, Work Instructions, Pricing, Flags** in top area.
- Then **Details** of Scope Owner, Inspector, Area, Project, Company Client fields as necessary.
- Don't forget to select **Scheduled Start Date** as well.
- Click **Save & Continue** when complete.

![](https://spydertech.net.au/wp-content/uploads/2024/05/Create-new-scope-1-1024x683.png)

 

#### Some assistance when filling fields in a Scope

**Scope Owner:** Who owns the scope.

**Contact:** Who to contact - may be same as scoper.

**Scoper:** Who the work is allocated to.

**Work Instructions:** Information we want the person doing the scope to know.

**Inspector:** Some to inspect the work done or proposed.

**Flags:** Set by your organisation of issues a worker may need to be aware of like:

- Locked gate at property, No wheelchair access, Person with disability, Asbestos at property
- Beware of dangerous dog, Client has Hearing Loss etc.

**Area:** Geographical or Organisational as set by your company.

**Project:** Name of the project, Type of work like building upgrades, maintenance, safety work

**Reported by:** The name of the person who made the request or report for the work to be done.

**Client:** Whom the work will be for.

 

#### **Next** ---> Add Items that need to be scoped

Once Scope details are filled in --> Go to **Items Tab** then click **+ADD**

![](https://spydertech.net.au/wp-content/uploads/2024/05/Scopes-Add-Items-1024x808.png)

 

**Complete Item details**

- Item details fill in **Item, Location, Quantity and Comments**
- Click (green) **Save** icon located right side of comments field when details are complete and scope is built.
- Or Cancel (red circle icon) if incorrect or no longer needed.

![](https://spydertech.net.au/wp-content/uploads/2024/05/Scopes-Item-details-1024x813.png)

 

**Note!** Dropdown boxes are preloaded by your company. Refer to Manager or approved SpyderFlow Administrator if an issue.

**Manager Role required to modify preloaded drop boxes.**

- Item is from Schedule of Rates for your Company. Set up in Rate Groups.
- Location and Qty can also be preconfigured by your company. Set up in Fields.

 

#### Save & Send Item

Once you have built the scope and added an item: Click**Save & Send.**

**Notifying contractor/employee:** The scope will then go to the person that you have allocated to do the work

You now have completed creating a new scope.

![](https://spydertech.net.au/wp-content/uploads/2024/05/Scope-item-Save-Send-1024x192.png)

 

#### Inspector Approved

Once the work has been done and approved by the inspector the Accept tick is clicked.

- Scope can then be sent to a quote, work order, invoice as required
- Or if no longer required cancel the scope.

![](https://spydertech.net.au/wp-content/uploads/2024/05/Scope-Accepted-tick-1024x171.png)