Configure And Download A Make Ready Notification Export

When you need to hand attaching companies a clean, branded summary of the make ready work required on their poles, the Make Ready Notification export builds that spreadsheet for you.

What is this?

The Make Ready Notification export is an Excel workbook that summarizes the make ready work required on the poles in a job, organized by the company being notified. You configure it once per model in the Model Editor, then download it from any job built on that model. The workbook can contain two tabs: a cover sheet that carries your branding, timeline choices, and job level details, and a make ready sheet that lists one row per pole with the moves and notes called for that pole. Despite the word "Notification," nothing is emailed and nothing is scheduled. This is a manual download. You generate the file, review it, and send it yourself.

When would I use it?

• You have finished calling make ready on a job and need to notify the attaching companies of what has to happen on each pole.
• You are delivering a make ready package to a pole owner or a joint use partner who expects a spreadsheet deliverable. 
• Your company wants every deliverable to leave with the same look and the same timeline language without someone rebuilding a spreadsheet by hand each time.
• You need one notification per attaching company from a single job.

How do I use it?

Setup happens once in the Model Editor. Downloading happens per job on the Maps page.

Open the Make Ready Notification settings

Open the Model Editor from the App Tray in the upper right corner of your screen, then select the model you want to configure. In the left hand menu, scroll to Exports and select Make Ready Notification. This is a single settings screen, not a list of templates. Each model carries one Make Ready Notification configuration.

Choose whether to include Cost Causer

Check Include Cost Causer to add a Cost Causer column to the make ready sheet. Only turn this on if your team is actively using the Cost Causer attribute on nodes. If the attribute is not being populated, the column will come through empty.

Set your header color

Use Header Color to set the color of the banner across the top of the cover sheet. Match your company brand color here so every notification leaves looking like it came from you.

Decide whether to include a cover sheet

Check Include Cover Sheet to add a cover tab in front of the make ready data. The cover sheet is where your branding, timeline choices, warning language, and job level details live. If you leave this unchecked, every cover sheet field below it is hidden and the workbook ships with the make ready sheet only.

Build your timeline options

The timeline section controls the dropdown a reader uses on the cover sheet to see the dates tied to a given completion window.

1. Enter a Timeline Label. This is the wording that introduces the dropdown on the cover sheet.
2. Add your Timeline Options. Each option is one completion window your company offers.
3. For each option, set the label and the value for the Communications due date and the Power due date. Leave the label blank to reuse the option name as it is written, or enter your own wording if the cover sheet should read differently.
4. Drag the handle on any row to reorder your options. The order here is the order the reader sees.

Add wording to the Self Help Warning field if your notifications need to carry a standing warning paragraph. This is free text, so write it the way your team wants it to read every time.

Choose what appears on the cover sheet

Cover Sheet Attributes is a table of the extra fields that appear on the cover sheet. Add a row for each field, then pick its type:

• Special Attribute. Built in values the platform calculates for you, including the attaching company name and a clickable link to the job map.
• Metadata Attribute. Pulls from the job level attributes defined in your model. The attribute has to exist on the job for a value to come through.
• Node Attribute. Pulls from pole level attributes. Because a job has many poles, you also choose how to combine the values: First Result takes a single value, and Join Results lists all of the values together.

Give each row a label so the reader knows what they are looking at, and drag the row handles to set the order.

Add your logo, address, and column header

Use Logo to select an image for the cover sheet. The image has to already be uploaded to the model under the Files section of the Model Editor, so upload it there first if you do not see it in the list. Enter your company address in Logo Address. This field accepts line breaks, so format it the way you want it to print under the logo.

Use Simple Make Ready Column Header to rename the Simple Make Ready column on the make ready sheet. This field also accepts the $attacherName token if you want the notified company's name to appear inside the header itself.

Click Save when your configuration is complete.

Download the export from a job

Open a job on the Maps page that uses the model you just configured. Open the Download Manager at the top left of the page, to the right of the job name. Expand the Data category, open the Spreadsheet Export options, and select Make Ready Notification. Then start the download.

A prompt appears asking which company or companies should receive the notification. Katapult Pro prefills this based on the job's attachment owner, so review the selection before you continue. You can select more than one company and generate all of their notifications in the same pass. Each selected company gets its own notification content.

Once you confirm, the platform pulls the poles, spans, photos, and metadata from the open job, builds the per pole notes, fills in your configured cover sheet, and downloads the workbook.

Tips and troubleshooting

• Empty columns usually mean an empty attribute. If Cost Causer, a metadata field, or a node attribute comes through blank, check that the attribute exists in the model and is actually being populated in the job.
• Call your make ready first. The make ready sheet is built from the moves and notes on the poles. If make ready has not been called on the job, there is nothing for the export to summarize.
• Overlapping designs are flagged for you. If the job overlaps with a previous design, the workbook adds a warning so the recipient is not working from a partial picture.
• You may see a second, older option. If your company also carries the older module, a Legacy Make Ready Notification option appears alongside this one. Use the current option unless your team has a specific reason to send the legacy format.
• Some settings are not in the Model Editor. A handful of behaviors sit outside this screen, including mailing addresses for the involved companies, custom template files, a separate sheet per attaching company, sending the output to Google Sheets instead of an Excel download, and fine control over the exact wording of the make ready notes. These require a configuration request. Email support@katapultengineering.com and we can set them up for you.
• If the download hangs, check that your node identifiers do not contain the special characters that break exports, then run the Fix Map Errors tool from your Office Power Tools toolset and try again. See the Download Manager Manual for the full list.